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Register of Wills of
Estate of Julia A . Went
No. 21-09-0052
CUMBERLAND
INVENTORY
Personal Represen~ta`jiv~
Signature: ~~z~' / ~~~~
Betty Eshelman
Signature:
also known as Julia Ann Wentz, A/K/A Julia G. Date of Death 01/03/2009
Deceased Social Security No. 204-O1-2453
Betty M. Eshelman,
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 of 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
are made subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities.
Name of
Attorney: Marlin R. McCaleb Esq.
I.D. No.: 06353
Address: 219 East Main StrPat
Mechanicsburg, PA 17055
Telephone: 717/691- 7770
Description
(See continuation page(s) attached)
(Attach additional sheets if necessary)
Value
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Total: 200 , 785.70
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.
~l Prepared by the Pennsylvania Bar Association
\~ JI ~ V Copyright (c) 1996 form software only CPSystems. Inc. Form #R W-~ (1992)
Address: 923 Thornton Drive
County, Pennsylvania
Mechanicsburg, PA 17055
Telephone: 717/691- 5840
Dated: ~/~S /C%
INVENTORY
Estate of: Julia A. Wentz
Date of Death: 01/03/2009
County: Cumberland
CASH:
American Express Travelers
Cheques, - five (5), each a
denomination of $20.00.
Members 1st FCU, Savings acct.
~~ 339960-00, - Principal
balance as of D.O.D.; no
accrued interest.
Members 1st FCU, Certificate
of Dep. acct. ~~ 339960-40, -
Princip<~1 balance as of
D.O.D.: $ 50,000.00;
interest; accrued to D.O.D.:
$ 9.45.
Members 1st FCU, Certificate
of Dep. acct. ~~ 339960-40, -
interest check dated
01/02/2009.
Morgan Stanley Group Inc., -
interest: check dated
01/02/2009.
PNC Bank, Checking Acct.
~~5004997971, - Principal
balance as of D.O.D.:
$2,803.91; interest accrued
to D.O.D.. $ 0.19.
PNC Bank, Checking Acct.
~~5112030063, - Principal
balance as of D.O.D.: $
27,349.75; interest accrued
to D.O.D.: $ 10.92.
100.00
5.00
50,009.45
146.51
125.00
2,804.10
27,360.67
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PNC Bank, Money Market Acct.
~~5004716893, - Principal
balance as of D.O.D.: $
20,223.06; interest accrued
to D.O.D.: $ 11.42.
PNC Bank, Certificate of
Deposit Acct. ~~11020064132,
- Principal balance as of
D.O.D.: $ 10,002.82;
interest accrued to D.O.D.:
$ 31.20..
PNC Bank, Certificate of
Deposit Acct. ~~31100289690,
- Principal balance as of
D.O.D.: $ 19,125.00;
interest: accrued to D.O.D.:
$ 1.70.
PNC Bank, Certificate of
Deposit Acct. ~~31100289690,
- interest check dated
01/03/2009 for December's
interest..
PNC Bank, Certificate of
Deposit Acct. ~~ 31600313367,
- Principal balance as of
D.O.D.: $ 12,124.66;
interest accrued to D.O.D.:
$ 31.24.
PPL Corporation, - dividend
check dated 01/01/2009.
20,234.48
10,034.02
19,126.70
52.67
12,155.90
162.14
142,316.64
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PERSONAL PROPERTY:
Central PA Conference, United
Methodist Church, -
promissory note dated
10/31/1986; Principal
balance as of D.O.D.:
$12,000.00; interest accrued
to D.O.I).: $115.72.
Central PA Conference, United
Methodist Church, -
promissory noted dated
07/14/2008; Principal
balance as of D.O.D.:
$25,000.00; interest accrued
to D.O.U.: $241.10.
Household goods, contents,
furniture and furnishings.
PA Department of Revenue, -
2008 state income tax
refund.
Prudential Insurance Co., -
life insurance proceeds.
Public School Employees'
Retirement System, - death
benefit.
U. 5. Treasury, - 2008 federal
income tax refund.
U. S. Treasury, - 2008 federal
income tax refund (amended
return).
12,115.72
25,241.10
2,225.00
45.00
3,358.01
203.26
40.00
113.55
43,341.64
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STOCKS/LISTED:
--------------
484.00 shares :PPL Corporation, -
common stock.
15,127.42
TOTAL RECEIPTS OF PRINCIPAL ...............
15,127.42
----------------
200,785.70
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