HomeMy WebLinkAbout08-24-11 (2)INVENTORY
REGISTER OF WILLS OF CUMBERLAND
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF Cumberland } SS
COUNTY, PENNSYLVANIA
File Number 21-11-0655
Robert A. Morris
Personal Representative(s)
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state of Florence A. Morris
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 Penns
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ecedent, that the valuation placed opposite each
item of said inventory represents its fair value as of the date of the ec dent's death,
outside of the Commonwealth of Penns
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I verify that the statements made in this In dum
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the end of this~nventory.
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tory are true and correct. I understand that false state- ~ ~ 3 /~
ments herein are made subject to the penalties of Robert A. Morris ~ ~~ _~-,
18 Pa.C.S. § 4904 relating to unsworn falsific
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Attorney -- (Name) James D. Boger ``~ ~~~~~~ T' ~-~~ ::-_- -~ ~-'
(Supreme Cour~T~o
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(F"'r') Boger & Hipp Law Offices .
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(Address) .
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One West Main Street Shiremanstown PA 17011
(Telephone) (717) 737-8761
DATE OF DEATH
05/30/2011
LAST RESIDENCE 231 E. Main Street
Shiremanstown, PA 17011
FIGURES MUST BE TOTALED
Personal Pro ertv
Cash ...............................................................................................
Personal Property ........................................................................
Stocks/Listed ................................................................................
Stocks/Closely Held .....................................................................
Bonds ............................................................................................
Partnerships and Sole Proprietorships .....................................
Mortgages and Notes Receivable ...............................................
All Other Property ........................................................................
Total Personal Property ........................................
Total Real Property ................................................
Total Personal and Real Property ........................
'3,359,231.66
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))
DECEDENTS SOC. SEC. NO.
172-01-7110
2,458,832.66
400.00
899,999.00
3,359,231.66
Form RW-09 Rev. ~o-~3-zoos
INVENTORY
REGISTER OF WILLS OF
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CUMBERLAND
COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA
couNTY of Cumberland } ss
} File Number 21-11-0655
DATE OF DEATH LAST RESIDENCE
05/30/2011 231 E. Main Street DECEDENTS SOC. SEC. NO.
Shiremanstown, PA _17011 172-01-7110
Orrstown Bank -proceeds from closeout of Certificate of Deposit prior to date of death
Pennsylvania Department of Revenue - 2010 Personal Income Tax Refund
PNC Bank, N.A. -Checking Account No. 5004784802. Date of death balance
$165,674.90; accrued interest $1.35
PNC Investments -Brokerage Account
PNC Wealth Management -Account No. 8592120-007-27-27. Date of death balance
$1,402,771.33; accrued interestJdividends $1,464.82.
U.S. Treasury - 2010 Personal Income Tax Refund
Total Cash
Percnnal ProD~'L~/
Furniture -sold at private sale
Total Personal Property
~LQ " ~e / Netp Ror•o;"~ 1+~„
Promissory Judgment Note -Note dated April 19, 2011 from Robert A. Morris and
Sandra K. Morris to Florence A. Morris. The principal balance as of date of death was
$899,999.00.
Total Mortgage /Note Receivable
219,706.57
156.00
165,676.25
667,347.79
1,404,236.15
1,709.90
2,458,832.66
400.00
400.00
899,999.00
899,999.00
(Attach additional sheets if necessary) Total Personal Property and Real Estate
3,359,231.~C