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HomeMy WebLinkAbout06-05-07 (2) INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYL V ANlA COUNTY OF } SS File Number 21-2006-0959 Personal Representative(s) of the Estate of Victor Frederick Gartzke 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- ments herein are made subject to the penalties of 18 Pa.C.S. S 4904 relating to unsworn falsification to authorities. ~k Jc:af'? (/ Attorney __ (Name) Elyse E. Rogers (Supreme Court J.D. No.) 41274 (Address) Keefer Wood Allen & Rahal, LLP, 635 North 12th Street, Suite 400, Lemoyne, P A 17043 (Telephone) 717-612-5801 DATE OF DEATH LAST RESIDENCE DECEDENT'S SOC. SEC. NO. October 7, 2006 423 Allendale Way, Camp Hill, FA 17011 I FIGURES MUST BE TOTALED I 399-14-6179 See Attached 700,726.74 .,' ") . , --' -: ~ .. c..:: ~ : :', .: '1 _..J (Attach additional sheets as needed) TOTAL: 700,726.74 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 ofthe Inventory. (See 20 Pa. c.s. 93301 (b)) Form RW-09 rlN. 10.13.06 J INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA COUNTY OF } SS File Number 21-2006-0959 Personal Representative(s) of the Estate of Victor Frederick Gartzke 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- ments herein are made subject to the penalties of 18 Pa.C.S. S 4904 relating to unsworn falsification to authorities. ;J..... Y? .~ Attorney __ (Name) Elyse E. Rogers (Supreme Court J.D. No.) 41274 (Address) Keefer Wood Allen & Rahal, LLP, 635 North 12th Street, Suite 400, Lemoyne, PA 17043 (Telephone) 717-612-5801 October 7,2006 423 Allendale Way, Camp Hill, FA 17011 I FIGURES MUST BE TOTALED I I DECEDENT'S SOC. SEC. NO. 399-14-6179 DATE OF DEATH LAST RESIDENCE See Attached 700,726.74 (Attach additional sheets as needed) TOTAL: 700,726.74 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 20 Pa. c.s. S 3301 (b)) Form RW-09 rev. 10.13.06 Estate of Victor Frederick Gartzke County File No: 2006-0959 Date of Death: October 7, 2006 SSN: 399-14-6179 50 shs 400 shs 200 shs 400 shs 200 shs 414 shs 450 shs 200 shs 200 shs 100 shs 100 shs 100 shs 150 shs 100 shs 300 shs 1126.894 shs 10,000 25,000 25,000 10,000 50,000 50,000 25,000 25,000 25,000 50,000 25,000 25,000 15,000 25,000 INVENTORY Amgen Inc Cisco Sys Inc Dell Inc Equity Residential Exxon Mobil Corp Fulton Finl Corp General Electric Co Home Depot Inc Intel Corp Johnson & Johnson McGraw Hill Cos Inc Pepsico Inc Procter & Gamble Co Simon Ppty Group Inc Verizon Communications GMO Tr Franklin County P A matures 5/15/09 Greensburg Salem PASch Dist matures 9/15109 Pennsylvania Hsg Fin Agy matures 10/1/09 Chambersburg P A Area Sch Dist GO Bds matures 3/01/2010 Wilson PA Sch Dist matures 5/15/2010 Springfield Twp Sch Dist P A Mo matures 11/15/2010 Mars PA Area Sch Dist matures 3101/2011 Peters Twp PASch Dist Washing matures 3/01/2011 Fort Cherry PA Sch Dist matures 10101/2011 Spring-Ford Area Sch Dist PA matures 4/01/2012 Center Twp P A Swr Auth Swr Rev matures 4/15/2012 Pocono Mtn PA Sch Dist matures 11/15/2012 Kiski P A Area Sch Dist matures 3/01/2013 Lancaster P A Higher Ed Auth matures 4/15/2013 Common Trust Fund - Value Equity Temporary Investment Fund 3,697.75 9,646.00 4,668.95 20,849.00 13,425.50 6,764.77 16,344.00 7,429.00 4,118.00 6,492.00 5,844.00 6,423.00 9,442.88 9,373.75 11,081.25 20,002.37 9,938.13 25,310.58 25,037.04 9,891.45 51,539.89 50,944.39 25,388.50 25,101.88 25,369.33 50,905.58 25,608.66 25,083.14 15,201.91 25,508.52 116,945.50 37.350.02 700,726.74 CHARLES W. RUBENDALL II ROBERT L. WELDON EUGENE E. PEPINSKY. ..JR. ..JOHN H. ENOS m GARY E. FRENCH DONNA S. WELDON BRADFORD DORRANCE ..JEFFREY S. STOKES ROBERT R. CHURCH STEPHEN L. GROSE R. SCOTT SHEARER ELYSE E. ROGERS CRAIG A. LONGYEAR ..JOHN A. FEICHTEL DONALD M. LEWIS:III: STEPHANIE KLEINFELTER ERIC R. AUGUSTINE TODD F. TRUNTZ CAROL L. VERISH KEEFER WOOD ALLEN & RAHAL, ATTORNEYS AT LAW 635 NORTH 12TH STREET. SUITE 400 LEMOYNE. PA 17043 LLP ESTABLISHED IN 1878 OF COUNSEL: HEATH L. ALLEN N. DAVID RAHAL SAMUEL C. HARRY PHONE 717-612-5800 FAX 717-612-5805 EIN NO. 23-0716135 www.keeferwood.com HARRISBURG OFFICE: 210 WALNUT STREET HARRISBURG. PA 17101 June 4, 2007 PHONE 717-255-8000 717 -612-5801 erogers@keeferwood.com CERTIFIED MAIL R/R/R Register of Wills of Cumberland County Hanover and High Streets Carlisle, PA 17013 . ...; C--..,.. . Re: Estate of Victor F. Gartzke Date of Death: 10/07/2006 File No. 21-2006-0959 Dear Sir/Madam: Enclosed herewith please find the following: 1. Pennsylvania Inheritance Tax Return (in duplicate); 2. Check in the amount of $253.81 as payment of inheritance tax due; 3. Inventory; and 4 Check in the amount of $30 for your filing fees. Kindly stamp the enclosed extra copy of this letter and return it in the envelope provided. CJr Enclosures Sincerely yours, )