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Register of Wills of
CUMBERLAND
INVENTORY
Personal Repre w
Signature: _
Robert H. Wer z
Signature:
Estate of Elmer H. Wertz
also known as
No. 21-2012-0718
Date of Death 05/14/2012
,Deceased Social Security No.
~2obert H. Wertz,
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 [he Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this
Inventory. I NJe 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 falsrfication to authorities.
Name of Marlin R. McCaleb Es
Attorney: 4
I.D. No.:
06353
Address: 219 East Main Street
Mechanicsburg, PA 17055
Telephone: 717/691- 77 70
Address: 900 Cocklin Street
County, Pennsylvania
Mechanicsburg, PA 17055
Telephone: 717/697 - 0471
Dated:
Description Value
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(Attach additional sheets if necessary) Total: -.>= 779 ,482.87
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.
Prepared by the Pennsylvania Bar Association
Copyright (c)1996 form software onty CPSystems, Inc. Form NRW-7 (1992)
INVENTORY
Estate of: Elmer H. Wertz
Date of Death: 05/14/2012
County: Cumberland
CASH:
Fulton Bank, Checking Account 10,725.80
~p1068-33185, - principal
balance as of D.O.D.:
$10,725.80; no accrued
interest.
10,725.80
PERSONAL PROPERTY:
Highmark, - refund of premium. 84.74
Merrill Lynch Account 594,787.02
~p872-10390, - principal
balance as of D.O.D.:
$594,323.35; dividends
accrued to D.O.D.: $463.67.
Raymond James Financial 171,395.05
Services, Account ~~49385690:
- principal balance as of
D.O.D.: $171,395.05; no
accrued interest/dividends.
SecurChoice, - pre-need 1,572.44
funeral contract.
The Patriot-News, - 59.82
subscription refund.
The Hartford, - refund of 33.00
premium.
U. S. Treasury, - refund of 925.00
2011 federal income tax.
768,857.07
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