HomeMy WebLinkAbout08-09-06 (2)
Register of Wills, Cumberland County
INVENTORY
Estate of Cornelia H. Herman
No. 2005
00904
also known as
Cornelia H. Herman
, Deceased
Date of Death 9/30/2005
Social Security No. 204-20-7685
Personal Representative(s) of the above Estate, deceased, verify 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 the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory. I/We
verify that the statements made in this inventory are true and correct. I/We understand that false statements herein made are subject to the
penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities.
Personal Representative:
Name of
Attorney: Jacqueline A. Kelly, Esq.
I.D. No.: 91973
Timothy Herman
Address: 845 Sir Thomas Court, Suite 12
HarrisburQ
Telephone: 717-541-5550
Dated ?5 - >? ~ :2. 00 (/J
PA 17109
Description
Real property located at 426 S. Pitt Street, Carlisle, PA 17013
Value
120,000.00
3000 shares of Sprint Nextel Corp common stock @ $23.78
71,340.00
Capital Income Builder Class C mutual fund; 458.286 shs @ $53.76
24,637.46
Eaton Vance Tax-Managed Equity mutual fund; 1999.586 shs @ $12.13
24,254.98
Eaton Vance Floating Rate Fund mutual fund; 3167.073 shs @ $9.89
31,322.35
Income Fund of America Class C mutual fund; 4503.074 shs @ $18.49
83,261.84
Total
(Attach Additional shkeis~(h~ce~sa~L .
371,945.51
., "
NOTE: The Memorandum of real estate outside th; Commonwealth of Pennsylvania may, at the election of the personal representative,
include the value of eachite(1l, but such figures should not be extended into the total of the Inventory.
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Continuation of Inventory
Cornelia H. Herman
2005
00904
PaQe 1
Description of Inventory
Description
Eaton Vance Floating Rate Fund mutual fund; accrued dividend
paid on 10/3/05
Value
104.69
U.S. Savings Bond, Series EE; C142227968EE; issue date 10/1987
$100 denomination
126.40
Money Market Account; ING Classic Money Fund
879.67
Cornerstone Federal Credit Union
Savings Account #9614
25.67
Cornerstone Federal Credit Union
Money Market Account #9614
7,961.68
Cornerstone Federal Credit Union
Savings Account #69
436.32
Cornerstone Federal Credit Union
Checking Account #69
573.29
Cash on hand
150.00
Household goods and furniture
241 .95
Proceeds from sale of chair lift
437.64
The Sentinel; refund
52.14
Comcast Cable; refund
4.57
PA Department of Revenue; refund
531.38
HMA Physician Management; refund
20.52
Subtotal
$
11,545.92
Continuation of Inventory
Cornelia H. Herman
2005
00904
PaQe 2
Description of Inventory
Description
Sprint Nextel; refund from overpayment on CIGNA health insurance
Value
596.00
Reimbursement for school and county taxes
Real property located at 426 S. Pitt St, Carlisle, PA
1,360.95
Prudential life insurance proceeds; estate beneficiary
3,568.20
State Farm Insurance; refund
57.81
Subtotal $
5,582.96
371,945.51
Grand Total $
I