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INVENTORY
REGISTER OF WILLS OF
Cumberland
COUNTY, PENNSYL VANIA
COMMONWEALTII OF PENNSYLVANIA
COUNTY OF
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File Number 21-07-0246
Personal Representative( s) of the Estate of Clee Morrison
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.
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I verify that th. e statements made in this Inven- } . ;. ~ ~'::JV ~rv.J +- *h~/
tory are true and correct. I understand that false state- L::..;, .
ments herein are made subject to the penalties of
18 Pa.C.S. ~ 4904 relating to unsworn falsification to
authorities.
Attorney - (Name) James H. Turner, Esquire (Supreme Court ID. No.)
(Address) 4415 N. Front Street, Harrisburg, PA 17110
(Telephone) 717-232-4551
DATE OF OEA TH
lAST RESIDENCE
521 East Winding Hill Road, Mechanicsburg, PA 17055
199-07-1856
DECEDENT'S SOC. SEC. NO.
02/20/07
FIGURES MUST BE TOTALED
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(Attach additional sheets as needed)
TOTAL:
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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. 9330J(b))
J;orm RW-09 rev. 10.13.06
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Mutual Funds
51914.92288 Evergreen P A Tax Free Fund
Accrued Income
664.590443 Dodge & Cox Stock Fund
3047.448878 Evergreen Trust Strateg Growth
2644.002 Evergreen Equity TR SPL Values
12448.133 Evergreen Equity Large Co Growth
5583.162 Evergreen Equity TR Discpl Val
3541.912 Harbor FD Small Cap Growth
FILE NUMBER:
2007-246
INVENTORY FOR THE EST ATE OF
Clee Morrison
Who Died on 2/20/2007
589,234.37
1,393.54
106,035.41
94,806.13
75,512.70
95,352.70
103,288.50
48,240.84
Cash
Wachovia Personal Trust Money Market
Accrued Dividend
Wachovia Checking Account 1000613262946
2007 Pennsylvania Individual Income Tax Refund
2006 Federal Individual Income Tax Refund
Pennsylvania Unclaim Property
Wachovia Bank Rebate of Investment Advisory Fees
36,975.21
95.75
6,574.77
325.00
630.00
4,067.93
206.21
Total
$
1,162,739.06
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