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INVENTORY
REGISTER OF WILLS OF
CUMBERLAND
COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF Cumberland
Richard Morelli
Personal Representative(s) of the Estate of
} SS
}
File Number
21-06-0905
Alvezio J. Morelli
- ----.. -----, ------'-.---,-. '---'--'-_.~'-'----__"______"".m_.____. _._.___~___~
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- } ~.J. /J1~
tory are true and correct. I understand that false state-
ments herein are made subject to the penalties of Richard Morelli
18 Pa.C.S. ~ 4904 relating to unsworn falsification to }
authorities.
Attorney --
(Name)
(Firm)
(Address)
(Telephone)
Marielle F Hazen
_____.,.". __n
. Hazen Elder Law
-----_._-----~-_..._._._--_.-
2000 Linglestown Rd., HarrisbulJJ, ~~!?~1~__...
717 -540-4332
(Supreme Court 1.0. No.)
68003
DATE OF DEATH
09/20/2006
LAST RESIDENCE Messiah Village, 100 Mount Allen Drive,
Mechanicsburg
FIGURES MUST BE TOTALED
D~.~DENrs soc SEe NO.
330~~ -2643-:;
'...,:.....;
Personal Property
Cash.............................................................................................. .
Personal Property........ '" ...... ............. .................................. .........
Stocks/Listed................................................................................ .
Stocks/Closely Held ... ...... ..... ... ... ..... ........... ... .... .................. ... ......
Bonds............................................................................................ .
Partnerships and Sole Proprietorships .....................................
Mortgages and Notes Receivable...............................................
All Other Property.........................................................................
5,646.10
c..Tl
54,294.47
1,422.65
Total Personal Property....... ..................................
61,363.22
Total Real Property.......... ............................... .......
Total Personal and Real Property.........................
61,363.22 I
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 } SS
COUNTY OF Cumberland }
File Number 21-06-0905
DATE OF DEATH
09/20/2006
LAST RESIDENCE Messiah Village, 100 Mount Allen Drive,
Mechanicsburg
DECEDENT'S SOC. SEC. NO.
330-07 -2643
Cash
Caremark Rx Inc. - prescription refund
15.00
Exelon Pension Fund - Pension payment
514.27
Money Market Obligs Tr - money market fund
5.059.33
Municipal Bond Fund Trust Series 48 - accrued interest
31.90
Municipal Bond Fund Trust Series 60 - accrued interest
25.60
Total Cash
5.646.10
Stock I Listed
350.0000 shares Exelon Co. stock
20.772.50
800.0000 shares Southern Co. stock
27.536.00
1.077.7815 shares Zweig Total Return Fund
5,940.70
Zweig Total Return Fund - accrued dividend
45.27
Total Stock / Listed
54,294.47
Bond
Municipal Bond Fund Trust Series 48
721.30
Municipal Bond Fund Trust Series 60
701.35
Total Bond
1.422.65
(Attach additional sheets if necessary)
Total Personal Property and Real Estate
61.363.22