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HomeMy WebLinkAbout07-19-13 (2) - INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA COi1NTY OF CUMBERLAND SS File Number 21 12 1235 Personal Representative(s)ofthe Estate of ROY C. WENGER 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 the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory. I verify that the statements made in this Inven- • ��� tory are true and correct. I understand that false state- Ke enger� ments herein are made subject to the penalties of G 18 Pa.C.S. §4904 relating to unswom falsification to authorities. Kim . Wenger Attorney -- (Name) .1oel R. Zullinqer (Supreme Courtl.D.No.) 17516 (Address) 14 North Main Street, Suite 200 Chambersburq PA 17201 (Telephone) (717)264-6029 DATE OF DEATH LAST RESIDENCE DECEDENTS SOC.SEC.NO. 2 West Main Street 11/7/2012 Newbur PA 17240 174201492 FIGURES MUST BE TOTALED c � �- ��` ��� .,-; �..., � �- • z.:, c�:., ' �_ - r-:; ` , - , Stocks& Bonds ��= - � ��� �- � -. r�— ;. . �: c� y` TD Ameritrade Account, consistin of the followin ° � C` "" 9 9� �;� w . o�. � --. . � �: �. .. ,� _ . _ ��, :..:� : , 20 shares of Dune Energy, Inc. @1.70 � —� � ;,, ,^, 34.00 3 shares of YRC Worldwide, Inc. @7.34 22.p2 350 shares Pacific Ethanol, Inc. @0.39 136.50 130 shares AuRico Gold, Inc. @7.94 1,032.20 Closely-Held Corporation, Partnership or Sole-Proprietorship (Attach additiona[sheets as needed) TOTAL: 129,412.77 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 rev.10.13.06 . Continuation of Inventory ROY C. WENGER 21 12 1235 Decedent Name File Number Pa e 1 Description of Inventory Mortgages &Notes Receivable Personal loan to Keith R. Wenger, decedent's son 1,500.00 Cash, Bank Deposits, & Misc. Personal Property Checking Account#6100794989, Citizens Bank, including interest accrued to date of 16,063.52 death Savings Account#6140290430, Citizens Bank, including interest accrued to date of 4,540.48 death Savings Account#6254686466, Citizens Bank, including interest accrued to date of 25,292.73 death Refund, Erie Insurance 215.63 Green Ridge Village, refund of care services 1,000.00 Refund, West Shore EMS 77.93 Refund, Kuhn Communications 2.�g Qualified Tax Deferred Annuity Contract#26234081, held with Transamerica Life 13,842.39 Insurance Company,with named beneficiary of"Estate of Roy C. Wenger", which makes it a probate asset U.S. Treasury, refund of income tax 2012 478.00 1986 Pontiac appraised by H8�H Chevrolet, with copy attached 700.00 Personal property appraised by Carl E. Ocker at$2,340.00, of which the beneficiaries 1,970.00 took$1,970.00 as in kind distribution with the remainder being sold at public sale by Carl E. Ocker and reflected in Item 12 of this schedule Net proceeds from sale of personal property by Carl E. Ocker 609.00 Real Estate subtota� S 66,291.86 , Con#inuation af tnventory ROY C. WENGER 21 12 1235 Decedent Name Page� File Number Description of Inventary Tract of real estate,with improvements thereon erected, lying and being situate at 61,500.Q0 2 West Main Street. Newburg, Pertnsylvania, appraised by Tim L.Ausherman,with copy attached; and sold to Kim H. Wenger& Dorothy L. Wenger far$61,500.00, with copy of settlement sheet attached Received an praration of reai estate taxes at above sale of real estate 396.19 Subtotal $ 61,896.19 Grand Total S 129,412.77