HomeMy WebLinkAbout03-23-11 (2)REGISTER OF WILLS OF
COMMONWEAL-fH OF PENnISYLVANIA } SS
COUNTY OF Cumberland }
Thomas R. Bertovic, Jr.
INVENTORY
CUMBERLAND COUNTY, PENNS~YL_VANIA
File Number 21 - 10 - 01068
Personal Representative(sj of the Estate of BertOVIC, Ruth B
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 th~~
Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory.
I verify that the statemf.nts made in this Inven- ~';~ _ - . r ;`
tory are true and correct. I understand that false state- ~ r
ments herein are made sub}ect to the penalties of Thomas R. Bertovic, Jr.
18 Pa.C.S. § 4904 relating to unsworn falsification to }
authorities.
attorney -- (IVa~ne) Shelly J Kunkel
(F~~rrnl 'VVion, Zulli & Seibert
(Address) 109 Locust Street
iHarrisburg, Pa 17101
(Telephone) '717/236-9301
°nrE or r~r nrrr r_nsr r~ESn~ENCE 100 Mt. Allen Drive
10/2/2010 _ Mechanicsburg, PA 17055
(S'upreme Cornt i U. I`~1c.) 64485
DECEDEt`rr S S~OC SEC. N0
196-14-q i'0!i
FIGURES MUST BE TOTALED
Personal Pro~er_y
48 shares Mc:t Life, Inc. common stock received as a result of demutualization of
Met Life Insurance Co.
Valuation on date of death has been determined by average of high and low on
Friday 10/1/10 and Monday 10/4/10 insofar as decedent died on a day that the
stock was not trading.
Sovereign Bank
798 East Simpson Street
Mechanicsburg, PA 17055
Premier Checking Account # 057112653
Valuation at date of death. See Sovereign Bank correspondence attached
hereto as Exhibit E.
1,871.52
11,106.8'T
(Attach additional sheets if necessary) Total Personal Property and Real Estate _p $31,954.83
~ 1...
INVENTORY
(continued)
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNS'Y'L_VANIA
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF Cumberland ~ SS File Number 21 - 10 - 01068
t»rr of~ ~r~if~ ~~sr F~~si~~E-NCE_ 100 Mt. Allen Drive ~ECE~~F r, rs ~>oc s~~~; No
10/2/2010 Mechanicsburg, PA 17055 196-14-070:5
Sovereign Bank
798 East SirYipson Street
Mechanicsburg, PA 17055
Premier Checking Account # 057112653
Accrued interest through date of death.
0.02
Sovererign E3ank
798 East Sirr~pson Street
Mechanicsburg, PA 17055
Savings Account # 0574113551
Valuation at date of death.
See Sovereign Bank correspondence attached hereto as Exhibit E:.
Sovererign Bank
798 East Sirripson Street
Mechanicsburg, PA 17055
Savings Account # 0574113551
Accrued interest through date of death.
Parthemore k~uneral and Creamation Services -Refund of interest earned on
pre-paid funeral arrangements
Internal Revenue Service - 2010 federal income tax refund
Total Personal Property
18,456.78
0.15
232.49
287.OIJ
3'1,954.83
2
i'~ LAW OFFICES
DAVID A. WION P.O. BOX 1121
I'RANCIS A. 7ULL1 HAR.RISBURG,P.A 17]08-1121
.I EA N D. S E I B E RT -------------------------
SFIELLY J. KUNKEI. 109 LOCUST STREET
HARRISBURG, PA 17101
(717) 236-9301
(717) 232-1488
FAx (717) 236-6100
EMAIL: WZS(r~,MINDSPRING.COM
March 22, 201 t
Register of Wi11s Office
Cumberland ('ounty Courthouse
l Courthouse Sduare
Carlisle, P,A 170)13
RE: Estate of Ruth l3. Bertovic
No. 2010-1068
Dear Register oi~ Wills:
1 13 E. MAIN STREET
HuMMELS~rowN, PA l 7036
(717) 566-:'SC11
Enclosed please find an original and three copies of the Inventory and PA Inl~l~e~ritance Tax
Return for the above-referenced estate, along with a check in the amount of $30.00. Kindly date
stamp the two copies ("client copy" and "file copy") and return same to me in the envelope I have
provided.
Thank you.
Vex ruly yours,
..~
,~ .
Shell. Kunkel
SJK/kd
Enclosures
_ _ ~Q
i
._. v
~~ , ; ~. F- N ~-~
o~ ,~r_o • ' ~cn
7 ~Y'._,.NO ~o
LY '2=
s
r
~
~
~
~
~~ ' _
~ ~ ~
~ O
U
~ R
~ Q
F~ y
~
~ e ~
~~
w ._
C e ~ c~ ~
0
W
CA
~
h ~ O
w ~ ~
~ ~
~ ~
~
~ U
43
1
~
-
--
:-i
~s
U C~
~~
w
.
-, ~ ~ ~~
~_ __
_
_
U
~ ~,
~ '.~ ~
-,-_ ,_. .
~ >' , n-1 S~-~ ~ n
\,•
i ~- _ _
~
-1
• ~ ~ (Ol Z
~: -:
~..
N
JO
O
^"~ n
~ c'V H "'
w
~ N z
`~
O `~ ~ o }
.-. D ~ ~
~ 3 v z
~ --~ ¢ a ~ ~
~~z ~JJ°
v~ ^, ¢ m
~ X ~ ~~ a
O ~
U ~ ~ x
a O
_ ~ a a