HomeMy WebLinkAbout06-06-06
Register of Wills, Cumberland County, Pennsylvania
INVENTORY
Estate of
Dorothy A. Wertz
No.
21-06
also known as
Date of Death
03/11/2006
, Deceased
Social Security No. 201-18-3386
John T. Wertz
The 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 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 the date of
the Decedent's death, and that the Decedent owned no real estate outside of the Commonwealth of Pennsylvania except
that which appears in a memorandum at the end of this Inventory. l!We verify that the statements made in this Inventory
are true and correct. l!We understand that false statements herein are made subject to the penalties of 18 Pa. C. 5.
Section 4904 relating to unsworn falsification to authorities.
Attorney:
Michael L. Bangs
Signature:
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I.D. No.:
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Signature:
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Firm:
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Address: 429 South 18th Street
~amp Hill, PA 17011
Telephone: 717/730-7310
Address: 735 Ashurst Road
Havertown, PA 19083
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Telephone: 61 0-853-3887
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Dated:
Personal Property
Cash...............................................................................................
Pe rsonal Prope rty .........................................................................
Stocks/Listed.................................................................................
Stocks/Closely Held......................................................................
Bonds.............................................................................................
Partnerships and Sole Proprietorships .....................................
Mortgages and Notes Receivable..................................... ..........
A II Oth er Property.........................................................................
64,031.36
13,242.51
9,847.30
Total Personal Property...... ....................... ............
87,121.17
Total Real Property................................................
135,000.00
Total Personal and Real Property.........................
222,121.17 I
Total Out-of-State Real Property..........................
Register of Wills, Cumberland County, Pennsylvania
INVENTORY
Estate of Dorothy A. Wertz
also known as
, Deceased
No. 21-06-0290
Date of Death 03/11/2006
Social Security No. 201-18-3386
Cash
Refund from Comcast Cable
15.90
Refund from Home Instead Care
176.03
Refund from IRS
447.52
Refund from IRS (2005 taxes)
85.00
Refund from The Patriot News
14.30
Refund from State Farm - Unused automobile insurance premium
1.32
Refund from State Farm - Unused homeowners insurance premium
258.10
Sale of 1998 Chevrolet Lumina
3.300.00
53.269.8100 Vanguard - Prime Money Market Fund
53.269.81
634.2870 Vanguard - GNMA Fund
6.463.38
Total Cash
64.031.36
Stock I Listed
521.9780 Vanguard - Short-Term Investment-Grade Fund Inv.
5.465.11
494.1170 Vanguard - Life-Strategy Conservative Growth Fund
7.777.40
Total Stock / Listed
13.242.51
(Attach additional sheets if necessary)
Total Personal Property and Real Estate
222.121.17
Estate of
also known as
Register of Wills, Cumberland County, Pennsylvania
INVENTORY
Dorothy A. Wertz
No.
21-06-0290
Date of Death 03/11/2006
Social Security No. 201-18-3386
Bond
Real Estate
, Deceased
26 Series EE Savings Bonds - ($50.00 denomination; Payable on Death)
49 Series EE Savings Bonds - ($50.00 denomination; joint ownership)
51 Series EE Savings Bonds - ($100 denomination; payable on death)
1.534.40
3.203.30
5.109.60
Total Bond
9.847.30
Real Estate - 46 South 39th Street, Hampden Township, Pennsylvania (see
appraisal attached)
135.000.00
Total Real Estate
135.000.00
2
BANGS LAW OFFICE
429 SOUTH 18TH STREET
CAMP HILL, PA 17011
E-mail: mikebangsCIDverizon.net
PHONE: 717-730-7310
FAJ{: 717-730-7374
MICHAEL L. BANGS, Attorney-at-Law
WENDY K. STRAUB, Paralegal
WILLIAM E. MILLER, JR.
Of Counsel
June 2, 2006
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Glenda Farner Strasbaugh, Register of Wills
Cumberland County Courthouse
One Courthouse Square
Carlisle, P A 17013
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RE: Estate of Dorothy A. Wertz
File No. 21-06-290
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Dear Mrs. Strasbaugh:
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Enclosed you will find the following:
1. The original and one copy of the Pennsylvania inheritance tax return;
2. The original Inventory;
3. A check in the amount of $1 0,291.70 which pays the tax within the discount
period; and
4. A check in the amount of $30.00 which pays the filing fee.
Kindly file these documents accordingly and return a paid receipt to me in the enclosed, stamped, pre-
addressed envelope. If you require anything further, please contact me.
Very truly yours,
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Enclosures
cc: Mr. John T. Wertz