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Inventory of the real and personal estate of
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COMMONWEALTH OF PENNSYLVANIA l
COUNTY OF C.UMIIILd\ND(AC:.t<t7 W;.:1{vir'nJ
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being duly $1;1)0(<. rJ according to...Jaw, deposes and says that$he I S
~r(hr< of the Estate of 6etl~v'(eVrE- IS >>~~
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late of . '.' I2.JL.!:1~[]--_._-- ___~_~!r:-~_ , Cumberland County, Pa., deceased and that the
within is an inventory made by IIEI< -, the said E)(f;W~I<( ~
of the entire estate of said decedent. consisting of all the personal propdrty and real estate, except real estate outside
the Commonwealth of Pennsylvania. and that the figures opposite <<tach item of the Inventory represent it's fair value
as of the date of decedent's death.
and subscribed before me,
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fl.NIA
Date of Death
, NOTAf~IAL St-AL
JANET R. GILROY, NCt:0;,\; Pub!rc
Scranton, ',,5ckaw::i:;r,,:: J.... I,t.;
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Month
Year
INSTRUCTIONS
I. An inventory must be filed within thre'e months after appointment of personal representative.
2. A supplement inventory must be filed within thirty. days of discovery of additional assets.
3. Additional sheets may be attach~d as to personalty or realty
4. See Article IV. Fiduciaries Act of 1949.
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RE\l-1502 EX+ 16-98.
COMMON'NEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT OeCEDENT
ESTATE OF RLE NUIIlER
Genevieve R. Morgan a/kIa Genevieve A. 21-05-0908
All real property owned solely or.. a t8nInt In COIIIIltOllIRUSt be reported at fair ntarbt VIIue. Farll18ftet value Is defined as lie price at which pruperty would be
exdtanged between a wIIng buyer and a ..... seier. neIher being competed to buy or sell both having reasonable IcnowIedge of 1he relevant fads.
Real property wtdch Is )oInIIy-owned ..... right of SUIViVoIslllp must be ..doHd an ScbeduIe F.
SCHEDULE A
REAL ESTATE
ITEM
NUMBER
1.
DESCRIPTION
Residence & lot of ground at 555 W. Penn Street, Carlisle. PA. See Deed Book L. Volume H.,
Page 526. Reported at net sales price at pubfic sale. See attached HUD.
VAlUE AT DATE
OF DEATH
92,628.64
TOTAL (Also enter on line 1. Recapitulation) $
(I more space is needed, insert additional sheets of the same size)
92,628.64
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REV-1S03 EX+ (6-98)
.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE B
STOCKS & BONDS
ESTATE OF
Genevieve R. Morgan a1kIa Genevieve A
AD property joInIIy-awMd with right of sunMnhip must be cIiscIosecI on Schedule F.
FILE NUMBER
21-05-0908
2.
DESCRIPTION
1880 Shares of the convnon stock of Carlisle Companies (CSl) at $63.61 (mean vMie) per share
444 Shares of the convnon stock ofTyco International (TYC) at $21.80 (mean value) per share
123 Shares of the common stock of Sovereign Bancorp (SOY) at $21.90 (mean value) per share
VAlUE AT DATE
OF DEATH
119.586.80
12,343.20
2.693.70
ITEM
NUMBER
1.
3.
4. 3917.449 Shares Delaware American Government Bond A Class (DEGGX) at $7.61 (mean value)
per share
29,811.79
5. 9610.684 Shaes of Van Kamper US Mortgage Fund Class A (VKMGX) at $13.73 (mean value)
per share
131,954.69
6.
48 Shares of the common stock of Met Ute at $49.83 per share
2,391.84
7. 3 U.S. Savings Bonds, Series EE, 10,000.00 each, Ser. No. X2233557, X2233558 & X2233559.
issue date 10/1992 for all. See attached calculations.
31,728.00
TOTAL (Also enter on fine 2, Recapitulation) $
(If more space is needed. insert additional sheets of Ihe same size)
330,510.02
.,-/
RElMsoa EX+ (6-98) .
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
Genevieve R. Morgan aIkIa Genevieve A.
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property joIntIy-oIlIIIe wItIt right of survivorship must be disclosed Oft Schedule F.
FILE NU,.ER
21-05-0908
fTEM
NUMBER
DESCRIPTION
VALUE AT DATE
OF DEAllt
2,316.93
1. M & T Bank - Checking Account #1195956. See atta:hed letter.
2. M & T Bank - Savings Account #015004202072390. See atta:hed letter
3. Sovereign Bank - Checking Account #1611005732. See aIIached letter.
18,701.93
4. Sovereign Bank - Money Market #1671 014804
5. Sovereign Bank - Certificte of Deposit #1675533440. See aUached letter.
It If II
123,106.00
45,845.84
30,618.13
6. American Home Bank - Certificate of Deposit #290001447. See aUached letter.
7. American Home Bank - Certificate of Deposit #290001527. See aUached letter.
8. American Home Bank - Certificate of Deposit #290001645. See attached teller.
9. American Home Bank - Certificate of Deposit #290001789. See attached letter.
10. Wachovia - Certificate of Deposit #247402112136908. See aUached letter.
11. Wachovia - Certificate of Deposit #247402112137615. See attached letter.
12. Wachovia - Checking Account #1010083586909. See attached letter.
13. Proceeds - sale of 1997 Pontiac automobile - VlN 1GZWP12K8VF21063
14. Rowe's Auction Service - Net proceeds
15. Penn National Ins. Co. -1nsuraIce refund
16. Sprint - Refund
5,119.78
5,099.49
10,162.97
10,115.63
10,181.26
10,161.95
33,905.43
5,100.00
6,787.00
158.00
2.36
TOTAL (Also enter on line 5, Recapitulation) $
(If men space is needed, insert additional sheets of the same size)
317,382.70
.
REV-1510 EX+ (6-98*
COMMONWEAlTH OF PENNSYlVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
ESTATE OF FILE NUMBER
Genevieve R. Morgan a/kIa Genevieve A. 21-05-0908
This schedule INISt be completed and filed if the _10 f1If/ ~ questions 1 Cfvaugh" on Ute nMIS8 side of Ihe REV-1500 COVER SHEET is yes.
ITEM DESCRIPTION OF PROPERTY DAlE OF DEATH % OF DECD'S EXClUSION TAXABlE
N1lIEltElWE QflHE'11WIiRAEE. 'DER~lODB:BENTAJI)
NUMBER lIEMIE QflRllNSfBl RW:HACCP'fQflHE lIB) RR~ESTAIE. VAlUE OF ASSET INTEREST V,tLUE
1.
Annuity - AIG Annuity Insurance Company - Policy No. FJ243145. See
attached TrBllsaction Statement 107.644.54
2. IRA - Wachovia Bank - Account No. 257400090712318. See attached
statement at Schedule E. 11,378.22
I
TOTAL (Also enter on line 7 RecapihUtion) $ 119,022.76
(If more space is needed. insert additional sheets of the same size)