HomeMy WebLinkAbout03-10-08 (2)
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15056041147
REV-1500 EX (06-05)
PA Department of Revenue
Bureau of Individual Taxes ~
PO BOX.280601 ~
Harrisburg, PA 17128-0601
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death
OFFICIAL USE ONLY
County Code Year
INHERITANCE TAX RETURN 2 1 07
RESIDENT DECEDENT
File Number
0431
Date of Birth
208 42 4977
04 20 2007
04 13 1912
Decedent's Last Name
WERTZ
Suffix
Decedent's First Name
MARY
MI
F
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name
Suffix
Spouse's First Name
MI
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
iX 1. Original Return
2. Supplemental Return
[J
6. Decedent Died Testate
(Attach Copy of Will)
[l
7 Decedent Maintained a living Trust
. (Attach Copy of Trust)
D
1
3. Remainder Return (date of death
prior to 12-13-82)
5. Federal Estate Tax Return Required
4. Limited Estate
[J
4a. Future Interest Compromise
(date of death after 12-12-82)
:x
8. Total Number of Safe Deposit Boxes
9. Litigation Proceeds Received
10 Spousal Poverty Credit (date of death
. between 12-31-91 and 1-1-95)
11.Election to tax under Sec. 9113(A)
(Attach Sch. 0)
CORRESPONDENT. THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
GERALD P. NEUGEBAUER JR. 814 886 2352
Firm Name (If Applicable)
GERALD P. NEUGEBAUER, JR.
REGISTEROF'\lvILLS USE;ONL Y
,.,)
First line of address
1224 W. SECOND STREET
1:':--';
Second line of address
DATE FILED G~
City or Post Office
CRESSON
State
PA
ZIP Code
16630
Correspondent's e-mail address:
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief,
it is true, correct and complete. Declaration of preparer other than the personal representative is based on all informal' of which preparer has any knowledge.
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN DATE
Thomas F. Wertz
ADDRESS
ADDRESS
19803
DATE
Gerald P. Neugebauer Jr.
7-1--08
reet, Cresson, PA 16630
Side 1
L
15056041147
15056041147
-.J~
PA Inheritance Tax Return
Signature of Additional Fiduciaries
ESTATE OF FILE NUMBER
WERTZ, MARY F. 21-07-0431
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my
knowledge and belief. it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information
of which preparer has any knowledge.
Signature #2
C#:~ t~>'/i" ;~7S-
/ c/
Joseph V. Wertz /
410 Orchard Lane
5:'
/~?
Name
Address1
Address2
City, State, Zip
Mechanicsburg, PA 17055
Date
,.~/;J';
-..J
15056042148
REV-1500 EX
Decedent's Name: MARY F. WERTZ
RECAPITULATION
1. Real Estate (Schedule A)........................................................................................ 1.
2. Stocks and Bonds (Schedule B)............................................................................. 2.
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C).......... 3.
4. Mortgages & Notes Receivable (Schedule D)......................................................... 4.
5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E)................ 5.
6. Jointly Owned Property (Schedule F) Separate Billing Requested............. 6.
7. Inter-Vivos Transfers & Miscellaneous NQIl_-Probate Property
(Schedule G) c~ Separate Billing Requested............. 7.
8. Total Gross Assets (total Lines 1-7)..................................................................... 8.
9. Funeral Expenses & Administrative Costs (Schedule H).............................._....... 9.
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)................................ 10.
11. Total Deductions (total Lines 9 & 10).................................................................... 11.
12. Net Value of Estate (Line 8 minus Line 11 )............................................................ 12.
13. Charitable and Governmental Bequests/See 9113 Trusts for which
an election to tax has not been made (Schedule J).............................._............... 13.
14. Net Value Subject to Tax (Line 12 minus Line 13)................................................ 14.
TAX COMPUTATION - SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate, of
transfers under Sec. 9116
(a)(1.2) X .00
16. Amount of Line 14 taxable
at lineal rate X .045
17. Amount of Line 14 taxable
at sibling rate X .12
18. Amount of Line 14 taxable
at collateral rate X .15
o .00
15.
670,106.60
16.
o . 00
17.
0.00
18.
19. Tax Due.................................................................................................................. 19.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
Side 2
L
15056042148
Decedent's Social Security Number
208 42 4977
145,500.00
583,815.43
4,149.29
404.19
733,868.91
_____ ________ ___________n_
61,164.75
2,597.56
63,762.31
670,106.60
670,106.60
o . 00
30,154.80
o . 00
o . 00
30,154.80
o
15056042148
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REV-1500 EX Page 3
Decedent's Complete Address:
DECEDENT'S NAME
MARY F. WERTZ
STREET ADDRESS
410 Orchard Lane
File Number 21-07-0431
CITY
STATE
:ZIP
Mechanicsburg
PA
17055
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
8. Prior Payments
C. Discount
(1 )
30,154.80
29,500.00
---- -------
1,507.74
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Credits (A + 8 + C)
(2) 31,007.74
Total Interest/Penalty (0 + E)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is theOVERPAYMENT.
Check box on Page 2 Line 20 to request a refund
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is theTAX DUE
A. Enter the interest on the tax due.
8. Enter the total of Line 5 + 5A. This is the BALANCE DUE
(3)
(4)
(5)
(5A)
(58)
852.94
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes
a. retain the use or income of the property transferred~...............................................................................
b. retain the right to designate who shall use the property transferred or its income;..................................
c. retain a reversionary interest; or...............................................................................................................
d. receive the promise for life of either payments, benefits or care?.............................._............................
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without
receiving adequate consideration?...................................................................................................................
No
i~
l~'
.)(J
r--'
! x'
UI
l~_
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?......... x
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation?....... .... .... ...... .... .... .... .................... .... ....... .......... .............. ...... ... ................. x
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the
surviving spouse is three (3) percent [72 P.S. 99116 (a) (1.1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is zero
(0) percent [72 P .S. 99116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements
for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a
natural parent, an adoptive parent, or a stepparent of the child is zero (0) percent [72 P.S. 99116 (a) (1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is four and one-half (4.5) percent,
except as noted in 72 P.S. 99116 1.2) [72 P .S. 99116 (a) (1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent [72 P.S. 99116 (a) (1.3)]. A
sibling is defined under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
Rev-1502 EX+ (6-98)
*'
SCHEDULE A
REAL ESTATE
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
WERTZ, MARY F.
FILE NUMBER
21-07-0431
ESTATE OF
All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be
exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts.
Real property which is jointly-owned with right of survivorship must be disclosed on schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 ALL that certain lot of ground situate in the Township of Upper Allen, County of 145.500.00
Cumberland and State of Pennsylvania, bounded and described as follows, to wit: -
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, as the
surviving tenant by the entirety.
VALUED in accordance Market Research Opinion prepared by Cal Williams of
Straub & Associates Real Estate Group, Inc., under date of June 19, 2007, as
reduced by 6% for savings of real estate sales commission - unsold as yet - will
eventually be sold to one of decedent's relatives for this value
Total of Continuation Schedule
See attached page
TOTAL (Also enter on Line 1, Recapitulation)
145.500.00
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule A (Rev. 6-98)
Rev-1503 EX+ (6-98)
*'
SCHEDULE B
STOCKS & BONDS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIOENT DECEDENT
WERTZ, MARY F.
FILE NUMBER
21-07-0431
ESTATE OF
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM CUSIP VALUE AT DATE
NUMBER NUMBER DESCRIPTION UNIT VALUE OF DEATH
1 1,502.137 shares of AMER BALANCED FUND CL A 19.62 29.471.93
2 282.578 shares of AMERN MUTUAL FD INC CL A 30.84 8.714.71
3 600 shares of AT&T INC PUB INC NT 7% 25.41 15.246.00
4 404 shares of CISCO SYSTEMS INC 26.93 10.879.72
5 12.71 shares of CT ST DEV ATH 0.0 030121 9.8520 125.22
6 92.25 shares of CT ST DEV ATH 7.75 110117 100.0100 9.225.92
7 10,093.588 shares of DELAWARE LRGE CP VALUE A 21.79 219.939.28
8 100 shares of DOW CHEM CO 5.97 011509 100.83 10.083.00
9 477.92 shares of EURO PAC GRWTH AMER A FD 50.21 23.996.36
10 800 shares of G E CAP CORP PINES 6.1% 25.07 20.056.00
11 250 shares of GECC MTN 5.875021512 103.14 25.785.00
12 600 shares of GENERAL ELEC CAP 5.875% 24.63 14.778.00
13 MONEY MARKET ACCOUNT - JANNEY 157.615.71
MONTGOMERY SCOTT L.L.C.
14 277.533 shares of MS TECHNOLOGY FUND CL C 2.744.80
15 63 shares of NUVEEN TAX EX UT TR 189 38.76 2.441.88
Total of Continuation Schedule See attached page
TOTAL (Also enter on Line 2, Recapitulation) 583.815.43
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule B (Rev. 6-98)
Rev-1503 EX+ (6-98)
.
SCHEDULE B
STOCKS & BONDS
continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
WERTZ, MARY F.
IFILE NUMBER
21-07-0431
ESTATE OF
ITEM CUSIP \ VALUE AT DATE
NUMBER NUMBER DESCRIPTION UNIT VALUE . OF DEATH
16 308.089 shares of WASH MUTUAL INV FD CL A 36.64 11.288.38
17 800 shares of WELLS FARGO CAP TR IV 7% 25.38 20.304.00
18 $100 U.S. Savings Bond - No. C627653666EE - issued 73.48
11/1997
19 $50 U.S. Savings Bond - No. L235140027E - issued 347.56
07/1952
i
20 $50 U.S. Savings Bond - No. L250067119E - issued 347.56
08/1952
21 $50 U.S. Savings Bond - No. L250771325E - issued 350.92
09/1952
TOTAL (Also enter on Line 2, Recapitulation) 583.815.43
Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule B (Rev. 6-98)
Rev-1508 EX+ (6-98)
*'
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
WERTZ, MARY F.
FILE NUMBER
21-07-0431
ESTATE OF
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly-owned with the right of survivorship must be disclosed on schedule F.
ITEM
NUMBER DESCRIPTION
1 Cash in safe deposit box
VALUE AT DATE
OF DEATH
45.00
2 Coins in safe deposit box
4.29
3 Automobile .1994 Pontiac Bonneville SE Sedan. valued in accordance with actual
sales price
4.000.00
4 Household goods and personal effects
100.00
TOTAL (Also enter on Line 5, Recapitulation)
4.149.29
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 ScheduleE (Rev. 6-98)
Rev-1509 EX+ (6-98) ..
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT OECEDENT
SCHEDULE F
JOINTL V-OWNED PROPERTY
WERTZ, MARY F.
FILE NUMBER
21-07-0431
ESTATE OF
If an asset was made joint within one year of the decedenfs date of death, it must be reported on schedule G.
SURVIVING JOINT TENANT(S) NAME
A. Joseph V. Wertz
ADDRESS
410 Orchard Lane
Mechanicsburg, PA 17055
RELATIONSHIP TO DECEDENT
Son
B.
C.
JOINTLY OWNED PROPERTY:
LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH
ITEM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT DATE OF DEATH DECD'S VALUE OF
NUMBER NUMBER OR SIMILAR IDENTIFYING NUMBER. ATTACH DEED FOR VALUE OF ASSET DECEDENT'S INTEREST
TENANT JOINT JOINTLY-HELD REAL ESTATE. INTEREST
1 * Checking Account - Citizens Bank - 808.37 50.000% 404.19
Account No. 610070-706-7
2 *Unknown - well more than one year 0.00 50.000% 0.00
prior to death.
TOTAL (Also enter on Line 6, Recapitulation) 404.19
(If more space is needed. additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA.1500 Schedule F (Rev. 6-98)
REV-1151 EX+ (12-99)
*'
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
WERTZ, MARY F.
FILE NUMBER
21-07 -0431
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER
A. FUNERAL EXPENSES:
DESCRIPTION
AMOUNT
See continuation schedule(s) attached
6,016.97
B.
1.
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Thomas F. Wertz Joseph V. Wertz
Social Security Number(s) I EIN Number of Personal Representative(s):
Street Address 25 Stone Tower Lane
City Wilmington State
Year(s) Commission paid
DE
Zip 19803
25,012.02
2.
Attorney's Fees
Gerald P. Neugebauer Jr.
25,762.02
3.
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant Joseph V. Wertz
Street Address 410 Orchard Lane
City Mechanicsburg
Relationship of Claimant to Decedent
3,500.00
State
Son
PA
Zip
17055
4.
Probate Fees
Register of Wills
610.00
5. Accountant's Fees
6. Tax Return Preparer's Fees
7.
Other Administrative Costs
See continuation schedule(s) attached
263.74
TOTAL (Also enter on line 9, Recapitulation)
61,164.75
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H (Rev. 6-98)
Rev-1502 EX+ (6-98)
*'
SCHEDULE H-A
FUNERAL EXPENSES
continued
COMMONWEALTH OF PENNSV.VANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
WERTZ, MARY F.
FILE NUMBER
21-07-0431
ESTATE OF
ITEM
NUMBER
DESCRIPTION
AMOUNT
1
Malpezzi Funeral Home - funeral billing
6.016.97
Subtotal
6.016.97
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H-A (Rev. 6-98)
Rev-1502 EX+ (6-98)
*'
SCHEDULE H.87
OTHER
ADMINISTRATIVE COSTS
continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
WERTZ, MARY F.
FILE NUMBER
21-07-0431
ESTATE OF
ITEM
NUMBER
DESCRIPTION
AMOUNT
1
Cumberland Law Journal - publication of Estate Notice and proof of publication
75.00
2
Postmaster - postage
29.45
3
Register of Wills - filing Petition for Leave to Purchase Real Estate by Co-Executor
15.00
4
The Sentinel - publication of Estate Notice and proof of publication
144.29
Subtotal
263.74
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 ScheduleH-B7 (Rev. 6-98)
Rev-1512 EX+ (6-98)
*'
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
WERTZ, MARY F.
FILE NUMBER
21-07-0431
Include unreimbursed medical expenses.
ITEM
NUMBER DESCRIPTION
1 AT&T - billing for long distance telephone service
VALUE AT DATE
OF DEATH
18.29
2 AT&T - billing for long distance telephone service -final
20.56
3 Comcast - cable television billing
50.13
4 Com cast - cable television billing - final
50.13
5 Marlin A. Yohn, Sr., Treasurer - Mechanicsburg School District real estate taxes
1.877 .22
6 PA Department of Revenue - 2006 income taxes
9.27
7 PP&L - electric billing
124.00
8 PP&L - electric billing - final
124.00
9 Quantum Imaging - medical billing
156.00
10 United Water Pen - water billing
34.21
11 United Water Pen - water billing - final
13.67
12 Verizon - telephone billing
22.86
13 Verizon - telephone billing - final
53.72
14 York Waste - billing for garbage collection
43.50
TOTAL (Also enter on Line 10, Recapitulation)
2,597.56
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule I (Rev. 6-98)
REV-1513 EX+ (9-00)
ESTATE OF
NUMBER
I.
1
2
3
4
5
*'
SCHEDULE .J
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
WERTZ, MARY F.
NAME AND ADDRESS OF
PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outright spousal
aistributions, and transfers
under Sec. 9116(a)(1.2)]
FILE NUMBER
21-07-0431
SHARE OF ESTATE AMOUNT OF ESTATE
(Words) ($$$)
RELATIONSHIP TO
DECEDENT
Do Not List Trustee/s \
Mary Fay Bumann
6655 Corte Maria
Carlsbad, CA 92009
Daughter
One-tenth
Elizabeth Ann Guy
830 Old Mill Drive
Loveland,OH 45140
Daughter
One-tenth
Anna May Hatch
12133 Green Beaver Road
Salem, OH 44460
Daughter
One-tenth
Carol Ann Temofonte
3921 Murry Hill Court
Murrysville, PA 15668
Daughter
One-tenth
Edwin Wertz Jr.
621 Hollen Road
Baltimore, MD 21212
Son
One-tenth
See continuation schedule attached Continuation
Total
Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover sheet
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT
BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET
0.00
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 ScheduleJ (Rev. 6-98)
SCHEDULE J
BENEFICIARIES
(Part I, Taxable Distributions)
ESTATE OF:
MARY F. WERTZ 04120/2007 208-42-4977
Item Name and Address of Person(s) Share of Estate Amount of Estate
Number Receiving Property Relationship (Words) ($$$)
6 Joseph V. Wertz Son One-tenth
410 Orchard Lane
Mechanicsburg, PA 17055
7 Patrick Denny Wertz Son One-tenth
320 E. Main Street
Mechanicsburg, PA 17055
8 Sister Mary Lucilla Wertz Daughter One-tenth
Saints Peter & Paul Convent
1947 East Adams
Tucson, AZ 85719
9 Thomas F. Wertz Son One-tenth
25 Stone Tower Lane
Wilmington, DE 19803
10 Mary Linda Willoughby Daughter One-tenth
430 Jennifer Drive
New Cumberland, PA 17070
Total
1
p.
,;
j'
,
LAST WILL AND TESTAMENT
OF
. 'MARY F. WERTZ
I, MARY F. WERTZ, a resident of 41Q Orchard Lane, lJpper Allen Township J
Cumo.erland County', Pennsylvania ceing of sound mind and. ~emory, do make J
publish and declare this to fie.my Last Will and Testament, hereby revoking
all Wills and CQdicila heretofore made DY me. : :~.
ITEM I.
I direct that all of my just debts, my funeral
expenses in~lud:tng a su:ttalile monument at my grave and the cost of
administration of my estate oe paid as soon as practicable after.my
death.. I direct that my' PersQnal Representative payout of my estate,
as a general charge tne~eon, all inher~tance, estate, s~ccession and
I other taxes.tog~ther'w:tth-an1' interest or penalty thereon assessed by
I r~ason of my death. with. regard to all properties and assets subject to
1\ such taxes, whether or not such. property ""d assets pass under this
h will.
II
\ ITEM II. I give., devise a.nd D.equeath. all the res.t. residue
1\ and remainder of' my' property, rea.l, pers'onal or mixed, tangible and in- .
Ii
1 tangible, of what~oeve~'nature. ~nd wheresoever located and all property
1 to which. I may fie entitled or over whi.ch. I may have any power of disposition
i
I
II or appointment and whether acquired duri.ng or after my lifetime unto my
1\ husband, EDW!.N G. WERTZ, abs:olutely and in fee simple,';'prov1ded that he survive.
Ii me by stxty (9Ql days of WI death; :l:f EDm!N. G. WERTZ sMuld predecease me
1\ or shall die rltlrln si'xty .(1;01 days of TJtY death, tlien I give devise and
II
Ii bequeath. the. said res.t, res1:due. and rema:tnder of mr property as follows:
H
11 (a) All the rest 7 'l!esidue. and remainder of my property shall go
H
;; equally- to children, namely:. MARIAN FAY BUMANN, ANNA MAY HATCH
"
II
!l
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II ITEM III. I hereby nominate) constitute and 'appoint EDWIlE:'G ....~<ffiRTZ
limy wife as sole Executor. of this my Last Will and Testament; in the
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I event the said EDWIN G. WERTZ refuses or i~ unable to act for any reason,
'1 I then 'nomi:nate) constitute and appoint THOMAS F. WERTZ and JOSEPH ,V. :WERTZ as
I sole Executors of this'My Last Will and Testament and 1 direct that no
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I to comprom:tse) adjust, releas:e and d:ts'ch~rge in such manner as my personal
,I representati:ve lnaT d~IIl',~roper) all debts and cla~ms ow.ed by or to me or
Il1l1y Estate; to Sell, leas-e' or' excns:ngea.t pUD~ic or private sale or in
sucn. manner', at sucn- pr1:ces.:) and upon such, terms: of credit or otherwise,
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I as my pers~nal repres.entative.may' deem proper, all or. any part of my
I property, real or personal; to exacute, acknowledge and deliver instruments
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I of conveyance,' including deeds in fee.simple; to borrow money for the
! purpose of pay1:ng estate,)' inheritance or oth.er taxes. which are requir,ed
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1;1' to lie paid and to s~cure'any such. lQan oy pledge or mortgage of all or
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II any part of'my property and to execute the necessary instruments to
Ii carry out sucli.pow.eri; to d~s.tr:toute my' estate in kind or partly in
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EDWIN WERTZ, JR., CAROL ANN 'TEMOFONTE, MARY LINDA WILLOUGHBY, ELIZABETH
ANN GUY, PATRICK DENNY WERTZ, THOMAS F. WERTZ, JOSEPH V. WERTZ and
SISTER MARY LUCILLA WERTZ, share and share alike.
(0)
In the event that any of my said children predecease me, then
his or her snare shall go to his or her children 'then living, and if
not survived by cliildren, then his or her share shall be divided
equally among my said children then living.
r a~thorize and empower my'personal representative
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11 money or partly in kind" and to detePlline the fair value at which any
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II property so dtstri~uted in Rind snaIl he received hy the distributees;
'II to conduct any fiurlness ~ ~li. ~ have an interest at the time of my
I decease, for sucn. peri'od: as: LlJ;Y personal representa,tive may deem proper,
II power to hO'l"row llJ,o~e~'and pl~dge, as,sets of the busines~ and the power to
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1 do all other' acts that I, in ~y lifetime could have done, to delegate
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I s,uch power to any partner~ 1Ila.nager or employee without liability for any
I loss occurring therein and to organize a corporation ,to carryon said
II husiness as capital to sucn, corporation and accept stock in the' cor~oration
\ in lieu thereof'and bold such. stock for the uses of this my Will, and to
I vote said stock or to s~ll the ~ame a~ to my personal, representative may
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I' s'eelll best; to i'etai:n all stocks', assets, bondsan& investments owned by
I me without being confined to 'what 19 known as legal investments; to
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I execute any option~ to purcnasE, to apply' for stocks, bonds or other
II investments, to purchase or:otlierw.tse 'acquire real estate and to execute
II the same powers thereover as fiereinDefore'provided~ to retain indefinitely
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i any part of'1nY as:s'ets, re~l or personal w.hich. is or may become unproductive
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or to make ~ale thereof; to pay' carrying charges, and expenses of the
property out of'other' principal or income of my estate. The powers
t herein conferred shall be to 'my named personal representative and all
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successors thereto and shall he in addition and not in limitation of
other powers conferred on's:a.:t'd fiducia.rfes.
IN WITNESS WJ:1EREOF,' r l'!AAy, !l, ,WEE.TZ~ have, to this. my Last Will and
Testament, trvewritten'on'4 sheets of paper, numbered consecutively,
signed'my name at the'Dottom'of'all ~age~,hereto'fQr the purpose of
i tdentificat1qn'and at tne' end hereof,on,page 2 have set my hand and seal
; this"" 'i '1," , day' of'" '~() , 7 19.~, ,
H . , ,(/;~ 'H.(" ",:"1") I/'}.IM.tl---(SEAL)
i pl/(..,o '/7' ...,../.i...... ,,'L.,.. ,
, MARY F, , TZ l.l';':
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II Signed, sealed, published and declared by MARY F. l{ERTZ the ~bove
named Testatrix on the ~ da.y of ~~"ualcLl. 19 &7, as and for
Iher Last 'Will and Testament in the presence of us, who in her. presence
land in the presence of each other, have, at her request, subscribed our
.names as witnesses hereto.
11 . '.
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GERALD P. NEUGEBAUER, JR.
ATTORNEY AT LAW
GERALD P. NEUGEBAUER, JR.
1224 WEST SECOND STREET
CRESSON, PENNSYLVANIA 16630
JAMES H. CONNELL, JR.
(1909 - 1985)
(814) 886-2352
FACSIMILE (814) 886-2363
March 7, 2008
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Glenda Farner Strasbaugh
Register of Wills & Clerk of Orphans' Court
1 Courthouse Square
Carlisle,PA 17013
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Re: Estate of Mary F . Wertz, also known
as Mary Fay Wertz
Dear Ms. Strasbaugh:
Enclosed herewith please find all of the following for filing in the above-
referenced Estate:
1. Inventory, and
2. Pennsylvania Inheritance Tax Return, in duplicate.
Please also find enclosed herewith a check made payable to your Office in the amount of
$130.00 that I understand to be the filing fee.
If you need any further information or documentation, kindly please advise.
Thank you for your time and consideration.
Very truly yours,
(J/;t!
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Gera ,-cNeugebauer, Jr., Esquire
/
GPNjr:blz
Enclosures
cc: Thomas F. Wertz
Joseph V. Wertz
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