HomeMy WebLinkAbout08-02-12 (3)INVENTORY
REGISTER OF WILLS OF
COMMONWEALTH OF PENNSYLVANIA } SS
COUNTY OF Cumberland }
Emma K. Weitzel
CUMBERLAND COUNTY, PENNSYLVANIA
File Number 21-12-0197
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Personal Representative(s) of the Estate of Emma C. Wentzel-Toth
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deceased, depose(s) and say(s) that the items appearing in the following inventory include all of the person ets wher~er
situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation oppose e eact~~~ ~-
item of said inventory represents its fair value as of the date of the decedent's death, and that Decedent ow -fjo real es~?te #;- r"``'
outside of the Commonwealth of Pennsylvania except that whi appears in error ndu at the end of tt~Slnventory. p `'~
I verify that the statements made in this Inven- ~
tory are true and correct. I understand that false state- ~ Emma K. Weitzel
ments herein are made subject to the penalties of
18 Pa.C.S. § 4904 relating to unsworn falsification to
authorities.
Attorney -- (Name)
(Firm)
(Address)
(Telephone)
George F Douglas, III Esq. (Supreme Court I.D. No.) 61886
Salzmann Hughes, P.C.
354 Alexander Spring Road, Suite 1, Carlisle, PA 17015
717-249-6333
DATE OF DEATH LAST RESIDENCE 1 OOO W. South Street
FIGURES MUST BE TOTALED
Personal Property
Cash ...............................................................................................
Personal Property ........................................................................
Stocks)Listed ................................................................................
Stocks/Closely Held .....................................................................
Bonds ............................................................................................
Partnerships and Sole Proprietorships .....................................
Mortgages and Notes Receivable ...............................................
All Other Property ........................................................................
Total Personal Property ........................................
Total Real Property ................................................
Total Personal and Real Property ........................
185,150.92
850,692.57
1,035,843.49
2,899.40
_..._._4,038,742.89
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))
Form RW-09 Rey. ~o-~s-zoos
INVENTORY
REGISTER OF WILLS OF
CUMBERLAND COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF Cumberland } SS File Number 21-12-0197
DATE OF DEATH LAST RESIDENCE 1 OOO VII, South Street
Sc3S.b
John C. Wentzel -Trust Under Will -final payment
MorganStanleySmithBarney -Account No. 73H-01495-13 -Cash
Orrstown Bank, Certificate of Deposit No. 4000034737
Orrstown Bank, Checking Account No. 108006575
United States Treasury -social security payment for December 2011
United States Treasury - 2011, 1040 in come tax refund
MorganStanleySmithBarney -Account No. 73H-01495-13
500.0000 Certificate of Deposit, Bank of China - NY -rate .45%; dated 08110/2011; due 08/10/2012
Accrued interest on above item through date of death
500.0000 Certificate of Deposit, GE Money Bank - UT -rate .25%; dated 08/05/2011; due
02/06/2012
Accrued interest on above item through date of death
Dividend Declared to Shareholders of Record Prior to Death and Paid After Death:
Comcast Corp., CL A - Ex date 12130/2011; Record date 01/04/2012; payable 1/25/2012
Teck Resources Ltd. - Ex date 12/13/2011; Record date 12/15/2011; payable 1/03/2012
Union Pacific Corp. - Ex date 11128/2011; Record date 11130/2011; payable 1/02/2012
Total Cash
6,066.55
64,851.78
10,009.13
1,974.95
323.10
1,560.00
49,984.64
88.13
50,000.00
30.62
48.87
17.73
195.42
185,150.92
(Attach additional sheets if necessary) Total Personal Property and Real Estate 1,038,742.89
INVENTORY
REGISTER OF WILLS OF CUMBERLAND
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF Cumberland } SS File Number COUNTY, PENNSYLVANIA
21-12-0197
DATE OF DEATH LAST RESIDENCE 1 OOO VII, South Street
Stocks/Listed
844.0000
shares Beistle Stock
546,236.80
MorganStanleySmithBarney -Account No. 73H-01495-13
156.1850 Columbia Balanced Fund A 4,003.02
2,901.7800 Putnam Equity Income Fund CL A 43,555.72
MorganStanleySmithBarney -Account No. 73H-01495-13
1,410.9809 AT&T, Inc. 42,760.48
271.0000 Axcelis Technologies, Inc. 365.17
1,500.0000 BYD Co., Ltd. 6,667.50
515.0000 Cenovus Energy, Inc. 17,246.06
1.0000 Centurylink, Inc. 37.46
434.3664 Comcast Corp., CL A 10,479.09
280.0000 Daimler Ag 12,831.00
952.5637 Eaton Corp. 42,353.36
517.9632 Encana Corp. 9,740.30
82.0000 Frontier Communications Corp. 429.28
258.0000 Goodyear Tire 8 Rubber Co. 3,725.52
326.0000 Lockheed Martin Corp. 26,689.68
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INVENTORY
REGISTER OF WILLS OF
CUMBERLAND COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA } SS
COUNTY OF Cumberland } File Number 21-12-0197
DATE OF DEATH LAST RESIDENCE 1 OOO VII. South Street
54.6160 Marathon Oil Corp. 1,639.30
27.0000 Marathon Petroleum Corp. 910.04
6.4875 Nextera Energy, Inc. 392.22
1,347.8957 Pfizer, Inc. 29,374.02
45.0000 Teck Resources Ltd. 1,624.05
325.6964 Union Pacific Corp. 34,930.12
5.0212 United States Steel Corp. New 135.47
363.6274 Verizon Communications Inc. 14,566.91
Total Stocks/Listed
Real estate, being Lots No. 8 and 9, situate at Maclays Mill Road, Shippensburg, -
Southhampton Township, Franklin County, PA; assessment $380 x common level ratio
7.63 = $2,899.40
Total Real Estate
850,692.57
2,899.40
2,899.40
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