HomeMy WebLinkAbout08-16-12 (2)INVENTORY
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA } SS
COUNTY OF Cumberland File Number 21-11-0873
Sondra L. McCoy
Personal Representative(s) of the Estate of Jeannette 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 opp~te ea ch
item of said inventory represents its fair value as of the date of the decedent's death, and that Decedent o ed no real estate
ears in a memorandum at t e gpd f~ri~ventory:,3
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I verify that the statements made in this Inven- '- ~ <-~
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tory are true and correct. I understand that false state- Sondra L. McCoy a f _ ~--, ' E r;
ments herein are made subject to the penalties of ~ ~ r~ - - CT ~:' ~ C-~`
18 Pa.C.S. § 4904 relating to unsworn falsification to C ~^ A `-~ '_-=,
authorities. ~~'' -x _ _.f ,
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Attorney -- (Name)
(Firm)
(Address)
(Telephone)
Susan E. Lederer
L.O. of Susan E. Lederer
(Supreme Courf I.D. No.)
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5011 Locust Lane, Harrisburg, PA 17109
7171652-7323
DATE OF DEATH LAST RESIDENCE g2 Ridge Avenue I DECEDENT'S SOC. SEC. NO.
0 711 012 0 1 1 Carlisle, PA 17013
FIGURES MUST BE TOTALED
Personal Property
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 ................................................
40,164.15
6,000.00
5,835.56
498,094.40
550,094.11
598,500.00
Total Personal and Real Property ........................
1,148, 594.11
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 Rey. io-~s-zoos
INVENTORY
REGISTER OF WILLS OF
COMMONWEALTH OF PENNSYLVANIA } SS
couNTY of Cumberland }
DATE OF DEATH
07110/2011
~b
CUMBERLAND COUNTY, PENNSYLVANIA
LAST RESIDENCE g2 Ridge Avenue
Carlisle. PA 1701
File Number 21-11-0873
DECEDENTS SOC. SEC. NO.
Certificate of Deposit Account No. 4000031257, held at Orrstown Bank, titled to 40,007.57
Jeannette Morrison ($7.57 accrued interest)
Check from Highmark (refund of prescription plan) 68.81
Dividend from Prudential stock (check written before death, cashed after death) 46.37
Dividend from Prudential stock (check written before death, cashed after death) 41.40
Total Cash 40,164.15
Personal PropgttK
1967 Lincoln Continental, titled to Jeannette Morrison (appraisal attached) 6,000.00
Total Personal Property 6,000.00
~tockQ/Listed
92.0000 shares Prudential Stock, titled to Jeannette Morrison ($63.43/share) 5,835.56
Total StockslListed 5,835.56
tp Re eivable
Balance of loan from the Estate of Leon C. Morrison to David Calaman 10,535.93
Balance of loan from the Leon C. Morrison Family Trust to Sondra L. McCoy 91,827.89
Real Estate located at 1834 Spring Road, Carlisle, Cumberland County, PA, titled to 191,517.60
Jeannette Morrison (balance as of July 1, 2011 payment underthe Installment Sales
Agreement)
Real Estate located at 1917 Spring Road, Carlisle, Cumberland County, PA, titled to 204,212.98
Jeannette Morrison (balance as of July 1, 2011 payment under the Installment Sales
Total Personal Property and Real Estate 1,148,594.11
(Attach additional sheets if necessary)
REGISTER OF WILLS OF
INVENTORY
CUMBERLAND
COMMONWEALTH OF PENNSYLVANIA } SS
couNTY of Cumberland }
DATE OF DEATH LAST RESIDENCE g2 Ridge Avenue
0 711 012 0 1 1 Carlisle, PA 1701
Agreement)
COUNTY, PENNSYLVANIA
File Number 21-11-0873
DECEDENT'S SUG. StG. rvU.
Total MortgageslNotes Receivable
498,094.40
Real Estate located at 1001 Harrisburg Pike, Carlisle, Cumberland County, PA, titled to
Jeannette Morrison ($206,000.00 assessed value x 1.00 common level ratio)
Real Estate located at 205 Parker Street, Carlisle, Cumberland County, PA, titled to
Jeannette Morrison ($256,200.00 assessed value x 1.00 common level ratio)
Real Estate located at 425 Walnut Bottom Road, Carlisle, Cumberland County, PA, titlec
to Jeannette Morrison ($136,300.00 assessed value x 1.00 common level ratio)
Total Real Estate
206,000.00
256,200.00
136,300.00
598,500.00
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