HomeMy WebLinkAbout11-04-05
REV-1500 EX + (6-00)
15.Amount of Line 14 taxable at the spousal tax rate, 0.00 x .00 (15)
z or transfers under Sec. 9116(a)(1.2)
0 (16)
i= 16. Amount of Line 14 taxable at lineal rate 0.00 x .045
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Q. 17.Amount of Line 14 taxable at sibling rate 0.00 x .12 (17)
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0
0 18. Amount of Line 14 taxable at collateral rate 153,400.43 .15 (18)
>< x
~ 19. Tax Due
(19)
'*
OFFICIAL USE ONLY
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
0397
NUMBER
FILE NUMBER
6.1 05
COUNTY CODE YEAR
SOCIAL SECURITY NUMBER
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DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
Mennig, Ruth C.
DATE OF DEATH (MM-DD-YEAR)
THIS RETURN MUST BE FILED IN DUPUCATE wrrH THE
186-34-0821
DATE OF BIRTH (MM-DD-YEAR)
04-18-2005
11-17-1910
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST AND MIDDLE INITIAL)
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o 1, Original Return
o 4. Limited Estate
[!] 6. Decedent Died Testate (Attach
copy of Will)
o 9. Litigation Proceeds Received
o 3, Ramainder Return (date of death prior to 12-13-82)
o 5. Federal Estate Tax Return Required
o 8. Total Number of Safe Deposit aoxes
o 11.Elecfion to tax under Sec. 9113(A)(Attach Sch 0)
2. Supplemental Return
4a. Future Interest Compromise (date of death atter
12-12-82)
7. Decedent Maintained a Living Trust (Attach
copy of Trust)
10 Spousal povertv Credit (date of death between
, 12-31-91 and 1-1.95)
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NAME
James D. Bogar
FIRM NAME (If applicable)
Bogar & Hipp Law Offices
TELEPHONE NUMBER
717-737-8761
COMPLETE MAlUNG ADDRESS
One West Main Street
Shiremanstown, PA 17011
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or Sole-Proprietorship
OFFICIAliluSE ON,LV
(1 )
(2)
(3)
(4)
(5)
(6)
(7)
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5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
o Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G or L) 0 Separate Billing Requested
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
(9)
None
23,050.27
None
None
148,771.33
None
None
(8)
17,767.65
653.52
171,821.60
4. Mortgages & Notes Receivable (Schedule D)
1"-
( ,~.
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10)
11. Total Deductions (total Lines 9 & 10)
(11)
18,421.17
153,400.43
0.00
12. Net Value of Estate (Line 8 minus Line 11)
(12)
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has
not been made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13)
(13)
(14)
153,400.43
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
0.00
0.00
0.00
23,010.06
23,010.06
20.00
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
-; f ;., .:" ~. ,:>> ejE$UflETO''ANSWER;o.IL.aijE:STI9N$'ON' REVEflSE~siQeAND;R~~H$cifMAj~..::< .,
"1
,'.'1,"1-
Copyright 2002 form software only The Lackner Group, Inc.
Form REV-1500tX (Rev. 6-00:
I'
Decedent's Complete Address:
STREET ADDRESS
4837 E. Trindle Road
CITY Mechanicsburg
STATE P A
ZIP 17050
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
23,010.06
22,515.00
1,150.50
Total Credits (A + B + C)
(2)
23,665.50
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Interest/Penalty (0 + E) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. (4)
Check box on Page 1 Line 20 to request a refund
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5)
A. Enter the interest on the tax due. (5A)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B)
655.44
Make Check Payable to: REGISTER OF WILLS, AGENT
1. Did decedent make a transfer and:
a. retain the use or income of the property transferred;...............................-.............................._.................
b. retain the right to designate who shall use the property transferred or its income;...................................
c. retain a reversionary interest; or... ............................-................. .............-..... .........................-.................
d. receive the promise for life of either payments, benefits or care? .............................................................
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without
receiving adequate consideration? ......... ......... ............ ....... ........................ ...................................... .................
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOOKS
Yes No
o [!]
o [!]
B ~
o [!]
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ......... D [!]
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation?.............................................................._..............................-..................... 0 [!]
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RSl'URN.
Under penalties of pe~ury. I declare that I have examined this return. including accompanying schedules and statements. and to the best 01 my knowledge and beliel. it is true. corr'el:\ and
complete. Declaration 01 preparer other than the personal representative is based on all information 01 which preparer has any knowledge.
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS
Jeanne L Leabhart
DATE
417 Cascade Road
Mechanicsburg, PA 17055
IO/Ju,)o!5
ADDRESS
DATE
101c9.lP/D!5
ADDRESS
DATE
One West Main Street
Shiremanstown, PA 17011
... 171Illmf-",~III...lt.._~~- - .-_
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for thetise of the
surviving spouse is . ._" 0 ~ &9116 (a) (1.1) (i)].
For dates of death
[72 P.S. g9116 (a)
of assets and filin'
!v:er f u
.. .~tQ imposed on the net value of transfers to or for the use of the surviving spolJ~e is 0%
. transfer to a surviving spouse from tax, and the statutory requirements for disclosure
e surviving spouse is the only beneficiary.
For dates of deat'
The tax rate imp!
natural parent, a
The tax rate imr
g9116 1.2) [72
The tax rate im
defined under Section" . v_,
r /1
'-"L jj....'fl-
Jeceased child twenty-one years of age or younger at death to or for the use of a
:hild is 0% [72 P.S. g9116 (a) (1.2)].
,r the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P .S.
or the use of the decedent's siblings is 12% [72 P .S. g9116 (a) (1.3)]. A sibling! is
least one parent in common with the decedent, whether by blood or adoption.
Rev-1503 EX+ (6-98)
*'
SCHEDULE B
STOCKS & BONDS
COMMONWEALTH OF PENNSY!.VANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
I'
Mennig, Ruth C.
FILE NUMBER
21-05-0397
ESTATE OF
All property /olntly-owned with right of survivorship must be disclosed on Schedule F.
ITEM CUSIP VALUE AT DATE
NUMBER NUMBER DESCRIPTION UNIT VALUE OF DEATH
1 1 share of Agere Systems Inc. - Class A Stock 1.17 1.17
2 33 shares of Agere Systems Inc. - Class B Stock 1.18 38.94
3 37 AT&T - New Common Stock 18.68 691.16
4 Edward Jones - Investment Account No. 896-10677, 22.319.00
date of death value $22319.00
TOTAL (Also enter on Line 2, Recapitulation) 23.050.27
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule B (Rev. 6-98)
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Rev-15GB EX+ (6-9B)
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Mennig, Ruth C.
FILE NUMBER
21-05-0397
ESTATE OF
Include the proceeds of litigation end the date the proceeds were received by the estate.
All property Jolntly-owned with the right of survivorship must be disclosed on schedule F.
ITEM
NUMBER DESCRIPTION
1 AT&T - Refund
VALUE AT DATE
OF DEATH
8.79
2 Comcast - Refund
1.80
3 M& T Bank - Checking Account, No. 59589361, date of death value $1,937.28,
accrued interest $0.00
1,937.28
4 M&T Bank - Savings Account, No. 15004205314252, date of death value $138236.24,
accrued interest $65.72
138.301.96
5 United States Treasury - 2004 Federal Personal Income Tax Refund
159.00
6 Personal Property - Sold at Public Sale
148.00
7 Personal Property - Sold at Public Sale
214.50
8 Tangible Personal Property - Platinum Diamond Ring - sold at private sale
5,000.00
9 Tangible Personal Property - Two Stone Diamond Ring - Sold at Private Sale
3,000.00
TOTAL (Also enter on Line 5, Recapitulation)
1:48.771.33
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA.1500 Schedule IE (Rev. 6-98)
l'
r:!M&TBank
499 Mitchell Road, MiIIsboro, DE 19966 Mail Code DE-MB-12
Phone (888) 502-4349
Fax (302) 934-2955
May 23, 2005
James D Bogar
Attorney At Law
One West Main Street
Shiremanstown, Pennsylvania 17011
Re: Estate of: Ruth C Mennig
Social Security: 186-34-0821
Date of Death: Avri/18, 2005
Dear Sir or Madam:
Per your inquiry dated May 13, 2005, please be advised that at the time of death, the above-named decedent had on deposit
with this bank the following:
1.
Type of Account
Checking Account
Account Number
59589361
Ownership (Names of)
Ruth C Mennig *
Jeanne Leabhart, POA
Opening Date
8/28/64 Closed 5/19/05
Balance on Date of Death
$1,937.28
$ 0.00
Accrued Interest
Total
$1,937.28
2.
Type of Account
Savings Account
Account Number
15004205314252
Ownership (Names of)
Ruth C Mennig *
Jeanne Leabhart, POA
Opening Date
09/09/03 Closed 05/13/05
Balance on Date of Death
$138,236.24
Accrued Interest
$
65.72
Total
$138,301.96
Please be advised, there was no safe deposit box found for the above decedent. * For further account information,
regarding ownership, closures and/or reimbursement of funds, etc., please call the West Shore Plaza Office # 'J17-
255-2271.
Sincerely,
1 // /
/7~-r.-/ L4~{"
Nancy Clagett
Records Management
REV-1151 EX+(12-99)
*'
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Mennig, Ruth C.
Debts of decedent must be reported on Schedule I.
FILE NUMBER
21-05-0397
ITEM
NUMBER
A. FUNERAL EXPENSES:
DESCRIPTION
AMOUNT
See continuation schedule(s) attached
445.00
B.
1.
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Jeanne l leabhart
Social Security Number(s) / EIN Number of Personal Representative(s):
Street Address 417 Cascade Road
City Mechanicsburg
Year(s) Commission paid
State PA
Zip 17055
7,865.00
2.
Attorney's Fees
Bogar & Hipp law Offices
7,865.00
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City
Relationship of Claimant to Decedent
State
Zip
4.
Probate Fees
314.00
5. Accountant's Fees
6. Tax Return Preparer's Fees
7.
Other Administrative Costs
See continuation schedule(s) attached
1,278.65
TOTAL (Also enter on line 9, Recapitulation)
17,767.65
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 ScheduleH (Rev. 6-98)
l'
Rev-1S02 EX+{6-98)
*'
SCHEDULE H-A
FUNERAL EXPENSES
continued
COMMONWEAlTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Mennig, Ruth C.
IFILE NUMBER
21-05-0397
ESTATE OF
ITEM
NUMBER
DESCRIPTION
AMOUNT
1
John E. Neumeyer Funeral Home - Funeral - Balance due after prepayment
445.00
Subtotal
445.00
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H.A (Rev. 6-98)
l'
Rev- 1502 EX+ (6-98)
*'
SCHEDULE H-B7
OTHER
ADMINISTRATIVE COSTS
continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIOENT OECEDENT
Mennig, Ruth C.
FILE NUMBER
21-05-0397
ESTATE OF
ITEM
NUMBER
DESCRIPTION
AMOUNT
1
Cumberland Law Journal - Legal Advertisement
75.00
2
Henderson Jewelers - Personal Property Appraisal
135.00
3
Patriot News - Legal Advertisement
100.95
4
Register of Wills - Short Certificate
8.00
5
RESERVES: - Costs to conclude administration of Estate including filing fee for Pa.
Inheritance Tax Return, Inventory and First and Final Account; preparation of
Personal and Fiduciary Income Tax Returns
850.00
6
Rowe's Auction Service - Commission
48.00
7
Rowe's Auction Service - Commission
53.50
8
Verizon - Final Telephone Bill
8.20
Subtotal
1.278.65
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H-Bt (Rev. 6-98)
l'
Rev-1512 EX+ (6-98)
.
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Mennig, Ruth C.
FILE NUMBER
21-05-0397
ESTATE OF
Include unrelmbursed medical expenses.
ITEM
NUMBER DESCRIPTION
1 Country Meadows Assoc. - Final Bill
VALUE AT DATE
OF DEATH
629.54
2 Hartzell Eye - Final Bill
23.98
TOTAL (Also enter on Line 10, Recapitulation)
653.52
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule I (Rev. 6-98)
l'
REV 1513 EX+ (9-00)
*'
SCHEDULE .J
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
NUMBER
Mennig, Ruth C.
NAME AND ADDRESS OF
PERSON(S} RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outright spousal
distributions, and transfers
under Sec. 9116(a}(1.2}]
FILE NUMBER
21-05-0397
ESTATE OF
RELATIONSHIP TO
DECEDENT
Do Not List Trustee(sl
SHARE OF ESTATE AMOUNT OF ESTATE
(Words) ($$$)
I.
See attached schedule
Total
Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover sheet
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT
BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET
0.00
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule U (Rev. 6-98)
SCHEDULE J
BENEFICIARIES
(Part I, Taxable Distributions)
11
ESTATE OF:
Ruth C. Mennig 186-34-0821 04/18/2005
Item Name and Address of Person(s) Share of Estate Amoumt of Estate
Number Receiving Property Relationship (Words) ($$$)
1 Jeanne L. Leabhart Friend Seventy (70%)
417 Cascade Road percent of rest,
Mechanicsburg, PA 17055 residue and
remainder
2 Ruth Mowbray Niece Thirty (30%) percent
320 Fox Knoll Court of rest, residue and
Hanover, PA 17331 remainder
1
- ]1
LAST WILL AND TESTAMENT
OF
RUTH c. MENNIG
I/ RUTH C. MENNIG, of Mechanicsburg, Cumberland
County, Pennsylvania, make, publish and declare this as
and for my Last will and Testament, hereby revoking all
other Wills and Codicils heretofore made by me.
FIRST: I devise and bequeath all the rest,
residue and remainder of my estate of whatever nature
and wherever situate, including any property over which
I hold power of appointment and together with any
insurance policies thereon, as follows:
(A) Thirty (30%) percent thereof to my niece,
RUTH MOWBRAY, provided that should she predecease me, I
glve and bequeath her share to my friend, JEANNE L.
LEABHART.
(B) Seventy (70%) percent thereof to my
friend, JEANNE L. LEABHART, provided that should she
predecease me, I give and bequeath her share to her
husband, DONALD K. LEABHART.
SECOND: In addition to all powers granted to
them by law and by other provisions of this Will, I
give the fiduciaries acting hereunder the following
powers, applicable to all property, exercisable without
court approval and effective until actual distribution
of all property:
I'
(A) To sell at public or private sale, or to
lease, for any period of time, any real or personal
property and to give options for sales, exchanges or
leases, for such prices and upon such terms (including
credit, with or without security) or conditions as are
deemed proper. This includes the power to give legally
sufficient instruments for transfer of the property and
to receive the proceeds of any disposition of it.
(B) To partition, subdivide, or improve real
estate and to enter into agreements concerning the
partition, subdivision, improvement, zoning or
management of real estate and to impose or extinguish
restrictions on real estate.
(C) To compromise any claim or controversy and
to abandon any property which is of little or no value.
(D) To invest in all forms of property,
including stocks, cornmon trust funds and mortgage
investment funds, without restriction to investments
authorized for Pennsylvania fiduciaries, as are deemed
proper, without regard to any principle of diversifi-
cation, risk or productivity.
(E) To exercise any option, right or privile~e
granted in insurance policies or in other investments.
(F) To exercise any election or privilege
given by the Federal and other tax laws, including, but
not necessarily being limited to, personal income, gift
and estate or inheritance tax laws.
2
11
(G) To make distributions to my herein named
beneficiaries in cash or in kind or partly in each.
(H) To borrow money from themselves or others
in order to pay debts, taxes, or estate or trust
administration expenses, to protect or improve any
property held under my will, and for investment
purposes.
(I) To select a mode of payment under any
qualified retirement plan (pension plan, profit sharing
plan, employee stock ownership plan, or any other typ~
of qualified plan) to the extent the plan or the law
permits them to do so, and to exerC1.se any other rightj::s
which they may have under the plan, in whatever manner
they consider advisable.
THIRD: I direct that all inheritance, estate,
transfer, succession and death taxes, of any kind
whatsoever, which may be payable by reason of my death,
whether or not with respect to property passing under
this Will, shall be paid out of the principal of my
residuary estate.
FOURTH: All interests hereunder, whether
principal or income, which are undistributed and in the
possession of the fiduciaries acting hereunder, even
though vested or distributable, shall not be subject to
attachment, execution or sequestration for any debt,
contract, obligation or liability of any beneficiary,
3
II
and furthermore, shall not be subject to pledge,
assignment, conveyance or anticipation.
FIFTH: I nominate and appoint JEANNE L.
LEABHART, Executrix of this, my Last Will and
Testament. In the event of the death, resignation or
inability to serve for any reason whatsoev~r of the
said JEANNE L. LEABHART, I nominate and appoint RUTH
MOWBRAY, Executrix of this, my Last Will and Testament.
I direct that my Executrix, and their successors, shall
not be required to post security or a bond for the
performance of their duties in any jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand
and seal to this, my Last Will and Testament, this
;l c)4-n day 0 f >J " \l e. V'Y\ ~ yo- , 2003.
.
vf'~ <', 71J ~ .~
RUTH C. MENNIG
( SEAL)
Signed, sealed, published and declared by the
above-named Testatrix as and for her Last Will and
Testament in our presence, who, at her request, in her
presence and in the presence of each other, have
hereunto subscribed our names as attesting witnesses.
0\ 1 ~ ~ '1>\--;
Ji3 onnli of ~
Address
Address
4
tI
-
Register of Wills, Cumberland County, Pennsylvania
INVENTORY
Date of Death
21-05-0~97
04/18/20P5
186-34-Q821
I
Estate of Ruth C. Mennig
also known as
No.
, Deceased
Social Security No.
Jeanne l leabhart
The Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following Ir~ventory
include all of the personal assets wherever situate and all of the real estate located in the Commonwealth of Pennsylvania
of said Decedent, that the valuation placed opposite each item of said Inventory represents its fair value as of t~ date of
the Decedent's death, and that the Decedent owned no real estate outside of the Commonwealth of Pennsylvani except
that which appears in a memorandum at the end of this Inventory. I/We verify that the statements made in this I ventory
are true and correct. l!We understand that false statements herein are made subject to the penalties of 18 Pa. cl S.
Section 4904 relating to unsworn falsification to authorities.
I.D. No.:
19475
Personal Reoresentative
Signature: ~ ;yt No ~ ~ ';/( n. ~ -V m, ). \ )
J nne l leabhart
Signature:
Attorney:
James D. Bogar
Signature:
Firm: Bogar & Hipp law Offices
Address: 417 Cascade Road
Mechanicsburg, PA 17055
Telephone: 717-697-6073
Address: One West Main Street
Shiremanstown, PA 17011
Telephone: 717-737-8761
Dated:
JOJ~&}D3
Personal Property
Cash..................................................... ..........................................
Personal Property....................... ....... ...........................................
Stocks/listed..................... ............ ......... ... .......... ....................... ...
Stocks/Closely Held......................................................................
Bon ds.............................................................................................
Partnerships and Sole Proprietorships .....................................
Mortgages and Notes Receivable...............................................
All Other Property........................ ......... ........................................
140,408.83
8,362.50
23,050.27
"
Total Personal Property............... ..........................
171,821.60
Total Real Property.................. ........................... ...
Total Personal and Real Property.........................
171,821.601
Total Out-of-State Real Property..........................
~
Register of Wills, Cumberland County, Pennsylvania
INVENTORY
Estate of
No.
Ruth C. Mennig
also known as
Date of Death
. Deceased
Social Security No.
Cash
AT&T - Refund
Comcast - Refund
M& T Bank - Checking Account, No. 59589361, date of death value $1,937.28,
accrued interest $0.00
M&T Bank - Savings Account, No. 15004205314252, date of death value
$138236.24, accrued interest $65.72
United States Treasury - 2004 Federal Personal Income Tax Refund
Total Cash
Personal Propertv
Personal Property - Sold at Public Sale
Personal Property - Sold at Public Sale
Tangible Personal Property - Platinum Diamond Ring - sold at private sale
Tangible Personal Property - Two Stone Diamond Ring - Sold at Private Sale
Total Personal Property
Stock I Listed
1.0000 share Agere Systems Inc. - Class A Stock
33.0000 shares Agere Systems Inc. - Class B Stock
(Attach additional sheets if necessary)
Total Personal Property and Real Estate
21-05-0397
8.79
1.80
1.937.28
138.301.96
159.00
140.408.83
148.00
214.50
5.000.00
3.000.00
8.362.50
1.17
38.94
, 171.821.60
II' _.
Register of Wills, Cumberland County, Pennsylvania
INVENTORY
Estate of Ruth C. Mennig
also known as
No.
Date of Death
Social Security No.
, Deceased
37.0000 AT&T - New Common Stock
Edward Jones - Investment Account No. 896-10677, date of death value
$22319.00
Total Stock I Listed
2
21-05-0~97
04/18/2~5
186-34-d821
!
! I
691.16
22.319.00
23.050.27