HomeMy WebLinkAbout06-14-12 (3)INVENTORY
REGISTER OF WILLS OF
CUMBERLAND COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA } SS
couNTY of Cumberland }
File Number 21 -11 -1201
Ellen C. McGowan
Personal Representative(s) of the Estate of MUIrOy, Sarah L.
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~e~d of this inventory.
I verify that the statements made in this Inven- ~l X~ ~ ~~ ~1 J
tory are true and correct. I understand that false state- ~ Ellen C. McGowan
ments herein are made subject to the penalties of
18 Pa.C.S. § 4904 relating to unswom falsification to
authorities.
Attorney -- (Name) Richard E Connell Esq
(Firm) Ball, Murren 8: Connell 'q/Y
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(Telephone) 7171232-8731
DATE OF DEATH LAST RESIDENCE 41'1 BIaCk Latch Lane DECEDENTS SOC. SEC. NO.
016-24-2482
10129/2011 Cam Hill, PA 17011
FIGURES MUST BE TOTALED
Personal Proaerty
Wells Fargo Investment Account #4658-3500 456,443.18
(See attached report)
Stock:
a. General Electric $444,239.25
b. Morgan Stanley $ 12,203.92
c. Money Fund Balance $ 0.01
24,034.28
PNC Bank
Checking Account #5140045174
Diocese of Harrisburg 1.243.75
Savings Account #01-31870
(Attach additional sheets if necessary) Total Personal Property and Real Estate $701,874.08
REV-1513 EX+ (t t-08)
SCHEDULE J
COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Mulroy, Sarah L. 21 -11 -1201
RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE
NUMBER NAME AND ADDRESS OF PERSON(S) DECEDENT (Words) ($$$)
RECEIVING PROPERTY Do Not List Trustee(s-
I~ TAXABLE DISTRIBUTIONS[include outright spousal
and transfers
distnbutions
,
under Sec. 9116 (a) (1.2)]
1
2
3 Mrs. Constance Johnston Daughter one-eleventh of
264 Huntley Drive South residue
Lake Placid, FL 33852
4 Mrs. Marcia M. Connell Daughter one-eleventh of
208 Lantry Rd. residue
Mechanicsburg, PA 17055
Ender dollar amounts for distributions shown above on lines 15 through 18 on Rev 1500 cover sh eet, as appropriate.
II. NON-TAX,o,BLE DISTRIBUTIONS:
UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN
A. SPOUSAL DISTRIBUTIONS
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEETI 0.00
INVENTORY
(continued)
REGISTER OF WILLS OF CUMBERLAND
COMMONWEALTH OF PENNSYLVANIA } SS
COUNTY, PENNSYLVANIA
couNTY OF Cumberland } File Number 21 -11 -1201
DATE OF DEATH LAST RESIDENCE 412 Black Latch Lane DECEDENTS SOC. SEC. NO.
10/29/2011 Camp Hill, PA 17011 016-24-2482
Refund from "M.D. -VIP" 250.00
Homeowner's Insurance Credit -Refund 356.00
AT&T Legacy Management 1,282.91
Payment from Wells Fargo - (Accumulated dividends/interest) 31.60
Personal Goods and Furnishings 1,000.00
Total Personal Property 484,641.72
Real Estate
412 Black Latch Lane 217,232.36
Camp Hill, PA 17011 (Lower Allen Township)
Tax Parcel ID #13-24-0809-069
(Net Value Reported -Settlement 04/27/2012, HUD-1 attached)
Total Real Estate 217,232.36
2