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Home My WebLink About03-10-08 INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA l ", '.,,:-.1 COMMONWEALTH OF PENNSYLVANIA } 55 COUNTY OF Cumberland } Thomas F. Wertz and Joseph V. Wertz Personal Representative(s) of the Estate of MARY F. WERTZ File Number 21-07-0431 '" ) . -.':>1 ;;0 C'J ~lJ deceased, depose(s) and say(s) that the items appearing in the following inventory include all of the personal P5sets wher~ver 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 e~e outside of the Commonwealth of Pennsylvania except that which appears in a me~orafZ~um t the e"ld f this inventory. I veriify that the statements made in this Inven- } '-""'"! 'A.II1!6 hJli tory are true and correct. I understand that false state- "" " ". ."fIY"'...,. ' ...... ... ",.. ments herein are made subject to the penalties of Thomas F. Wertz .... ......... 7 .' _ 18 Pa..~.S. S 4904 relating to unsworn falsification to} " ,?#r~ d~ I#~~, authontles. Joseph V. We~" .. / / Attorney... (Name) (Firm) (Address) (Telephone) Gerald P. Neugebauer Jr. Gerald P. Neugebauer, Jr. 1224 W. Second Street, Cresson, PA 16630 " . 814-886-2352 (Supreme Court I.D. No.) 21302 DATE OF DEATH 04/20/2007 LAST RESIDENCE 410 Orchard Lane Mechanicsburg, PA 17055 I FIGURES MUST BE TOTALED J DECEDENTS SOC. SEC. NO. 208-42-4977 Personal Property Cash.............................................................................................. . Personal Property......................................................................... Stocks/Listed................................................................................. S tocks/C losely Held............................................. ......................... Bonds........................................................................................ ..... PartnerShips and Sole Proprietorships ..................................... Mortgages and Notes Receivable............................................... All Other Property......................................................................... 49.29 4,100.00 582,695.91 1,119.52 Total Personal Property............ ........ ......... ............ 587,964.72 Total Real Property........... ............... ............. ......... 145,500.00 Total Personal and Real Property......................... 733,464.721 NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative include the value of each r I item, but such figures should not be extended into the total of the Inventory. (See 20 Pa. C.S.1l3301(b)) '-1 Farm RW-09 Rev. 10-13-2008 INVENTORY .REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA } SS COUNTY OF Cumberland } File Number 21-07-0431 DATE OF DEATH 04/20/2007 LAST RESIDENCE 410 Orchard Lane Mechanicsburg, PA 17055 DECEDENT'S SOC. SEC. NO. 208-42-4977 Cash Cash in safe deposit box 45.00 Coins in safe deposit box 4.29 Total Cash 49.29 Personal Property Automobile - 1994 Pontiac Bonneville SE Sedan - valued in accordance with actual sales price 4.000.00 Household goods and personal effects 100.00 Total Personal Property 4.100.00 Stock I Listed 1.502.1370 shares AMER BALANCED FUND CL A 29.471.93 282.5780 shares AMERN MUTUAL FD INC CL A 8.714.71 600.0000 shares AT&T INC PUB INC NT 7% 15.246.00 404.0000 shares CISCO SYSTEMS INC 10.879.72 12.7100 shares CT ST DEV ATH 0.0030121 125.22 92.2500 shares CT ST DEV ATH 7.75 110117 9.225.92 10.093.5880 shares DELAWARE LRGE CP VALUE A 219.939.28 100.0000 shares DOW CHEM CO 5.97 011509 10.083.00 (Attach additional sheets if necessary) Total Personal Property and Real Estate 733.464.72 INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA } SS COUNTY OF Cumberland } File Number 21-07-0431 DATE OF DEATH LAST RESIDENCE 410 Orchard Lane 04/20/2007 Mechanicsburg, PA 17055 477.9200 shares EURO PAC GRWTH AMER A FD DECEDENTS SOC. SEC. NO. 208-42-4977 23.996.36 800.0000 shares G E CAP CORP PINES 6.1% 20.056.00 250.0000 shares GECC MTN 5.875 021512 25.785.00 600.0000 shares GENERAL ELEC CAP 5.875% 14.778.00 MONEY MARKET ACCOUNT - JANNEY MONTGOMERY SCOTT L.L.C. 157.615.71 277 .5330 shares MS TECHNOLOGY FUND CL C 2.744.80 63.0000 shares NUVEEN TAX EX UT TR 189 2.441.88 308.0890 shares WASH MUTUAL INV FD CL A 11.288.38 800.0000 shares WELLS FARGO CAP TR IV 7% 20.304.00 Total Stock / Listed 582.695.91 Bond $100 U.S. Savings Bond - No. C627653666EE - issued 11/1997 73.48 $50 U.S. Savings Bond - No. L235140027E - issued 07/1952 347.56 $50 U.S. Savings Bond - No. L250067119E - issued 08/1952 347.56 $50 U.S. Savings Bond - No. L25077'1325E - issued 09/1952 350.92 Total Bond 1.119.52 2 INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA } SS COUNTY OF Cumberland } File Number 21-07-0431 DATE OF DEATH 04/20/2007 LAST RESIDENCE 410 Orchard Lane Mechanicsburg, PA 17055 -, DECEDENTS SOC. SEC, NO, 208-42-4977 Real Estate ALL that certain lot of ground situate in the Township of Upper Allen, County of Cumberland and State of Pennsylvania, bounded and described as follows, to wit: - 145.500.00 BEGINNING at a point in the western line of Orchard Lane (40 feet wide) which said point is in the division line between Lots Nos. 64 and 65 on the hereinafter mentioned Plan of Lots; thence along the division line between Lots Nos. 64 and 65, South 84 degrees 11 minutes West, 128.17 feet to a point in the division line between Lots Nos. 65 and 91 on said Plan; thence along the division line between Lots Nos. 65 and 91 and Lots Nos. 65 and 90, North 07 degrees 18 minutes West, 90.03 feet to a point in the division line between Lots Nos. 65 and 66 on said Plan; thence along the division line between Lots Nos. 65 and 66 on said Plan, North 84 degrees 11 minutes East, 130.50 feet to a point in the western line of Orchard Lane, aforementioned; thence along the western line of Orchard Lane, South 05 degrees 49 minutes East, 90 feet to a point in the division line between Lots Nos. 64 and 65, aforementioned, at the point and place of beginning. BEING Lot No. 65, Section "F" in the Plan of Lots of Paul T. Shearer and I. S. Eberly, known as RESERVOIR HILL, which said Plan is recorded in the Cumberland County Recorder's Office in Plan Book 14, at page 44. HAVING thereon erected a single dwelling house. BEING the same premises the title to which became vested in Edwin G. Wertz and Mary F. Wertz, his wife, by Deed from Jack E. Bertolette and Edna M. Bertolette, his wife, dated November 29,1967, and recorded in the office for the recording of deeds, etc., in and for Cumberland County on November 30,1967, in Deed Book P, Volume 22, page 122. The said Edwin G. Wertz died on February 9, '1991, thereby vesting title solely in his wife, the said Mary F. Wertz, the decedent herein, a~ thE~ surviving tenant by the entirety. Total Real Estate 145.500.00 3