The URL can be used to link to this page

Home My WebLink About02-21-79 (4) Inventory of the real and personal estate of ___ SOPHIA SUSAN BERTRAM deceased. -_.__._.._------------~--------_.._-----_._._--_._--,-~------~-~---------~--------~-_._--_._----~~ --....-...------. . -----_..._---~----------_._-- 1. 1960 shs. Eastman Kodak Co. Common - @ 45.9375 p/sh 2. 53 shs. Sun Oil Co. 2.25 cu. conv. pfd. @ 40.1875 p/sh 100 shs. Husky Oil Ltd. @ 24.0625 p/sh 20 shs. Nat'l Distillers & Chern. Corp. common @ 21.25 p/sh 30 shs. Gen. Tel. & Electronics Corp. common @ 28.5625 p/sh 30 shs. Amicor @ 2.8125 p/sh 31 shs. Boise Cascade Corp. Com. @ 22.8125 p/sh 328 shs. Michigan Gas Utility Common @ 14.00 p/sh 26 shs. UAL Corp. @ 20.8750 p/sh 30 shs. Coastal States Gas Producing Co. 1.19 cum. Conv. Ser. A Pfd. @ 18.1250 p/sh 28 shs. Hewlett-Packard Co. common @ 66.6875 80 shs. American Cyanamid Co. common @ 24.75 p/sh 105 shs. Sonesta Int'l Hotels Corp. @ 7.25 p/sh 100 shs. Great Lakes Oil & Chern. Co. common @ 30.75 p/sh 500 shs. Goldfield Corp. Common @ .9063 p/sh 21 shs. Image Systems Ind. S.E.C. 40 shs. Photon, Inc. 100 shs. Flamingo Air Service, Inc. Values shown as Item #2 were assets of decedent's late husband, Adam E. Bertram which was in administration at the time of the decedent's death. They are shown at their values at the date of Sophia Susan Bertram's death. The value of her interest in the Estate of Adam E. Bertram is reduced by the following costs unpaid at the date of death of Sophia Susan Bertram: - Value of decedent's interest in Adam E. Bertram Estate - - - - - - $20,424.79 Less Costs: Joseph Kaufman, Rochester, N.Y. Attomey Fee & Disburserrents $ 6 , 453. 00 Internal Revenue Service - Estate Tax Deficiency 343.06 State of New York - Estate Tax Deficiency 100.00 (87.56 + Int.) Sophia Bertram - Commission Due 972.97 Reserve for costs of filing, appointment of substitute fiduciary & miscellaneous 250.00 TOTAL COSTS $8,119.03 --- 90,037 50 2,129 94 2,406 25 425100 I 856188 84138 I 707119 I 4,592100 542 75 543 75 I 1,867125 I 1,980100 761125 I 3,075 00 453 15 -0-1 ! -0- -0- 12,305 ' 76 , i COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND I ss: KENNETH E. BERTRAM _.._-~---- ---~._-_._-_.~._-~ --~-~ -------------- being duly _ sworn- _ according to law. deposes and says that he _ is Executor ---- -- of the Estate of Snph i a Susan Bertr<'l!!l.__~~___ late of Borough of New Cumberland -- ., Cumberland County, Pa., deceased and that the within is an inventory made by him._ __________ __ ___ ----, the said Executor of the entire estate of said decedent, consisting of all the personal propc!rty and real estate, except real estate outside the Commonwealth of Pennsylvania, and that the figures opposite each item of the Inventory represent Ws fair value as of the date of decedent's death. Sworn to and subscribed before me, .' -~ <;? F~....,-,-~~c~S, J ~ 19..2.'L Lr\ \.... -'" '---.-"-.('IIo..~-v,,._'- ~~r ......................... . '-::. NOTARY PUll i.1y ComalisslOllo Expires Dec. 21, 1981 L:::a'lyD8, Pa. Cumberbnd Courtty Executor ~ Kenneth E. Be ram 1808 Bridge treet New Cumberland, Pa. 17070 Addre" Date of Death _~__.Januar~___ Doy 31. Month 1978 Year INSTRUCTIONS I. An inventory must be filed within three months after appointment of personal representative. 2. A supplement inventory must be filed within thirty days of discovery of additional assets. 3. Additional sheets may be attached as to personalty or realty 4. See Article IV, Fiduciaries Act of 1949. '" ... 0 '0 I':: r- I':: 0 ..... III <n ..... I':: H .<:: III OJ 0 p., @ ,.., ;:;:: ~ '" OJ >- U .,; I':: ~ .. H >< ..... w ~ ~ ~ ~ ~ '" ..... .. w -< \04 OJ .. Q. ..... ~ Z u 0 OJ 0 0 V> .. .. ..... >-...:! I! w w C '" J: '" ~ .... .. r.. .. l- ll. U. 0 Q. C - Z ..... ..J ~ ~ I! u. ..J -< 0 ~ 1 Q. 011) I, w 0 -< w >- ~N 'I > z '" i - :!l:..... Z 0 c II 0 ~ X ci I V> z 0 0 '" U z II w -< ... ~ Q. " ii ~I c ~ " - -.: 0 Ii 0 " -D ..... . Ii " E " 0 p., - ..! .. ~ 0 ..J U u: II> . , - Inventory of the real and personal estate of SOPHIA SnSAN BER'I'RAM 3. Community Savings Bank, Rochester, New York _ Savings Account No. 302-25041 - Date of death balance - TOTAL deceased. 21,562 80 123,906 06 COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND l J 55: KENNETH E. BERTRAM ----------..--.----- being duly _ HWorn according to law, deposes and says that he._ ; ~ "Rvp,..."....nr of the Estate of SOPHIA SllSAN RF.R'l'RAM late of __EOroILqh- of_Newcumbe-!:land-- _ _______~, Cumberland County, Pa., deceased and that the within is an inventory made by __ ____~_ hi m ., the said RVP(""l,.t-nr of the entire estate of said decedent, consisting of all the personal prop~rty and real estate, except real estate outside the Commonwealth of Pennsylvania, and that the figures opposite each item of the Inventory represent it's fair value as of the date of decedent's death. Sworn to and subscribed before me, \ /? ~ ~--- __, /~4<~/-4- - ;;,~.tf.Ar/'/' . Executor - iMatxtxr Kenneth E. Be tram 1808 Bridge Street - -- F.l f,.....L..L<:.~ J c& 19 'J'1 ~ " ' .~- ;;TARY PUB~~~-~ Ay CoJUmloslOl1 Expires Dec. 21,1981 L.:.::n()yDe, Pa. Cumberbnd County New Cumberland, Fa. 17070 Address Date of Death ~January_ Doy 3l. Month 1978 Year INSTRUCTIONS I. An inventory must be filed within three months after appointment of personal representative. 2. A supplement inventory must be filed within thirty days of discovery of additional assets. 3. Additional sheets may be attached as to personalty or realty 4. See Article IV, Fiduciaries Act of 1949. M ... 'tl 0 !:: Z r- ro 0 .-i I .-i Ul ~ 51 I (I) ro ~ 0 p., :.:[ t-:J c--- ::l U '" (I) .." >- ~. ." !:: ~ ...... l- W E-< " ~ ~ :>1 ~ '" l- ~ (I) '" [g ~ w <( QI ~ 0- l- [ii Z u 0 Vl ~ ~ ~ 0 ,..(1) 0 C '" w '" w <i-< '" H QlH l- I 0- ~I 0 0- '"" 0: l- ...J U- ~ Z <( 0 '" 0 - U- ...J UlI .<:: 0- ~Lr1 << W <( w 11 > 0 '" p' tl1 ,;. Ul<(N Z UlI ::l - ~ .-i Z 0 0: :i C 0 ~ [ii ci I' Vl z .0:' ~ 0 ~ ~ '" U z il w <( HI 0 .... 0 I, 0- ~. ~I ." \I ~ p., 0: 01 '" Ul - -.: j II Ul' 0 QI ~ 0 .n ." -" [ii QI E 0 :>; - ~ '" ~ 0 :.:, p., I', ...J U u: '"