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INVENTORY
REGISTER OF WILLS OFCUMBERLAND
COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
} SS
File Number 2 1
07
0590
Personal Representative(s) of the Estate of JOHN S. TROGNER, SR.
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 memoM at the e d . inventory. . ~
I verify that the statements made in this Inven- } ~ c ,
tory are true and correct. I understand that false state-
ments herein are made subject to the penalties of
18 Pa. c.s. 2 4904 relating to unsworn falsification to
authorities. -u
Attorney -- (Name) DEAN A. WEIDNER, ESQ
(Address) 508 NORTH SECOND STREET
(Telephone) 7172344182
(Supreme Cou,rtl.D. No.f.,,) 06363
HARRISBURG qA 17108
DATE OF DEATH
LAST RESIDENCE
100 MT. ALLEN DRIVE
MECHANICSBURG
DECEDENT'S SOC. SEC. NO.
5/31/2007
PA 17055
179122155
FIGURES MUST BE TOTALED
31.5776 shares Exxon Mobil Corp @ $83.685/share
2,653.62
23.3234 shares Lubrizol Corp @ $65.635/share
1,537.83
6,598.053 shares Blackrock Intermediate Govt Bond Portfolio, Class A @ $10.140/share
66,904.26
Brandywine Realty Trust Units
2,644,825.88
Demand Promissory Note from Steven A. Trogner
308,333.67
Demand Promissory Note from John S. Trogner, Jr.
42,915.66
Demand Promissory Note from Blair S. Trogner, Sr.
116,113.98
(Attach additional sheets as needed)
TOTAL:
3,728,566.61
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. * 3301(b))
00
Form RW-09 rev. 10.13.06
1 '-.
Continuation of Inventory
JOHN S. TROGNER, SR.
Decedent Name
21
07
0590
File Number
Page 1
Description of Inventory
PNC Interest Checking Account
58,908.71
Merrill Lynch Money Market Account
455,578.00
Ordinary household goods and clothing
500.00
Refund - State of New Jersey 2006 Income Tax Refund
943.00
Refund - State of California 2006 Income Tax Refund
1,002.00
Refund - State of Maryland 2006 Income Tax Refund
307.00
Equity membership interest in Sea Pines
24,015.00
Refund - Donegal Insurance Company (tenant insurance)
28.00
Cemetery lots situate in Stroudsburg and Camp Hill, PA
4,000.00
Subtotal $
545,281.71
3,728,566.61
Grand Total $
WIX, WENGER & WEIDNER
RICHARD H. WIX
DEAN A. WEIDNER
STEVEN C. WILDS
THERESA L. SHADE WIX'
DAVID R. GETZ
STEPHEN J. DZURANIN
JEFFREY C. CLARK
PETER G. HOWLAND
A PROFESSIONAL CORPORATION
ATTORNEYS AT LAW
508 NORTH SECOND STREET
POST OFFICE BOX 845
HARRISBURG, PENNSYLVANIA 17108-0845
THOMAS L. WENGER
ROBERT C. SPITZER
Of Counsel
. Also Member Massachusetts Bar
(717) 234-4182
FAX (717) 234-4224
www.wwwpalaw.com
Suburban Office:
4705 DUKE STREET
HARRISBURG, PA 17109-3041
(717) 652-8455
February 29,2008
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Ms. Glenda Farner Strasbaugh
Register of Wills
Cumberland County Courthouse
One Courthouse Square
Carlisle, PA 17013-3387
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Re: Estate of John S. Trogner, Sr.
Estate File No. 2007-00590
Our File No. 8533-14462
Dear Ms. Strasbaugh:
We enclose the following documents for filing on behalf of the above-captioned
estate:
1. The original and two copies of the Inheritance Tax Return;
2. The original and one copy of the Inventory;
3. Our client's check in the amount of $52,231.92, made payable to the
"Register of Wills, Agent," representing the additional tax due;
4. Our check in the amount of $50.00, made payable to the "Register of
Wills," representing the additional probate fee due; and
5. Our check in the amount of $30.00, made payable to the "Register of
Wills," representing the filing fees for the tax return and Inventory.
Please process these documents at your earliest convenience and return time-
stamped copies to our office. A self-addressed, stamped envelope is enclosed for your
convenience.
WIX, WENGER & WEIDNER
Ms. Glenda Farner Strasbaugh
February 29,2008
Page 2
Thank you for your assistance in this matter. If you have any questions
regarding the above, please call me.
Sincerely,
WIX, WEj'1ER & WEID~E~,
By: /(/Ja1// tfJ(/{iL
Denise B. Williamson
Paralegal
/dbw
Enclosures
cc: Mr. John S. Trogner, Jr.
Mr. Blair S. Trogner
Dean A. Weidner, Esquire
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT.2B0601
HARRISBURG, PA 1712B-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
HERSHEY TRUST COMPANY
100 MANSION ROAD EAST
HERSHEY, PA 17033
___nn_ fold
ESTATE INFORMATION: SSN: 179-12-2155
FILE NUMBER: 2107-0590
DECEDENT NAME: TROGNER JOHN S SR
DA TE OF PAYMENT: 02/29/2008
POSTMARK DATE: 02/29/2008
COUNTY: CUMBERLAND
DATE OF DEATH: 05/31/2007
REMARKS:
CHECK# 500118
SEAL
ACN
ASSESSMENT
CONTROL
NUMBER
101
TOTAL AMOUNT PAID:
INITIALS: CJ
RECEIVED BY:
REGISTER OF WILLS
REV-1162 EX(11-96)
NO. CD 009359
AMOUNT
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I $52,231.92
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I
I
I
I
I
I
$52,231.92
GLENDA FARNER STRASBAUGH
REGISTER OF WillS