HomeMy WebLinkAbout11-26-14 (2) INVENTORY
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA
COUYNTOF Cumberland } SS File Number 21-14-0228
Jack I. Bertolette
Personal Representative(s)of the Estate of Jack E. Bertolette
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 o he decedent's death,and that Decedent owned no real estate
outside of the Commonwealth of Pennsylvania except that ich peqrs in memo andum at the end of this inventsry.
I verify that the statements made in this Inven-
tory are true and correct. I understand that false state- Jac". Bertolette
ments herein are made subject to the penalties of
18 Pa.C.S.§4904 relating to unsworn falsification to
authorities. r' �> CD
M
_O
Attorney-- (Name) Michael L. Bangs (SupreMp:Court I.D.No4 F'41263
Cn
�I
(Firm) Bangs Law Office, LLC
(Address) 429 South 18th Street, Camp Hill, PA 17011
(Telephone) 717/730-7310
DATE OF DEATH LAST RESIDENCE 1601 Carlisle Road DECEDENT'S SOC.SEC.NO.
03/03/2014 Camp Hill, PA 17011
FIGURES MUST BE TOTALED
Personal Property
Cash...............................................................................................
Personal Property........................................................................
Stocks/Listed................................................................................ 3,410.83
Stocks/Closely Held.....................................................................
Bonds............................................................................................
Partnerships and Sole Proprietorships .....................................
Mortgages and Notes Receivable...............................................
AllOther Property........................................................................
Total Personal Property........................................ 3,410.83
Total Real Property................................................ 345,613.67
Total Personal and Real Property........................ 349,024.50
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.10-13-2006
INVENTORY
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF Cumberland } SS File Number 21-14-0228
DATE OF DEATH LAST RESIDENCE 1601 Carlisle Road DECEDENT'S SOC.SEC.NO.
03/03/2014 Camp Hill, PA 17011
Stocks/Listed
16.7260 shares Cracker Barrel Old Country Store, Inc. -16.726 shares of stock 1,651.02
21.7853 shares The PNC Financial Services Group, Inc.-11 shares of stock(held in certificate 1,759.81
form); 10.785250 in dividend reinvestment stock
Total Stocks/Listed 3,410.83
RL-al Estate
Real Estate-Decedent owned real estate at 1601 Carlisle Road, Lower Allen Township 306,551.63
(Tax Parcel No. 13-23-0547-503A)which was completely destroyed by a fire resulting in
the death of Decedent and his wife, Edna Bertolette. Nationwide Insurance paid the
policy limits for the destruction of the dwelling in the amount of$306,551.63. The real
estate had a mortgage which was paid from the proceeds(see Schedule 1)so total
proceeds are reported.
Real Estate-The remaining real estate lot was sold(see HUD attached)total proceeds 39,062.04
$39,962.04($2,539.03 is being held in escrow by buyer's title company pending
approval of this inheritance tax return)
Total Real Estate 345,613.67
(Attach additional sheets if necessary) Total Personal Property and Real Estate 349,024.50