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Home My WebLink About05-02-08 1lt Estate of N. Hollis Rife Cumberland County Register of Wills INVENTORY Estate of Rife. N. Hollis , Deceased No. 21 07 0777 Date of Death 8/2/2007 Social Security No. 184366585 also known as .:n ,-) r-n rriO 6!-0 V5e3 fT3S Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following inventory il~ of the"O ~-.T.~ ~ personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, t valuati~ ~ ~ placed opposite each item of said inventory represents its fair value as of the date of the Decedent's death, and that . nt ownetno F-= rn real estate outside the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of thjjnventory.l~ "'':'''':> ~;? verify that the statements made in this inventory are true and correct. I/We understand that false statements herein made are subjegJo the . ,t penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities. >",.,.. ) Personal Representative: Name of Attorney: Joel R. Zullinaer 1.0. No.: 17516 Address: 14 North Main Street. Suite 200 Chambersbura Telephone: (717)264-6029 Rf~ ~~ If/ s./I/Of{ Dated PA 17201 Description Value Stocks & Bonds Account #410 041965, Morgan Stanley, consisting of investments as shown on attached valuation 3,992,100.08 Account #410 019079, Morgan Stanley, consisting of investments as shown on attached valuation 1,156,991.97 Account #410 039282, Morgan Stanley, consisting of investments as shown on attached valuation 743,886.15 Account #410 055135, Morgan Stanley, consisting of investments as shown on attached valuation 499,803.67 Dreyfus Account #0039-0580052595, including interest accrued to date of death (Note-this is an IRA Acct. wI no named beneficiary and defaults to the estate),see attachment 11,495.24 Total (Attach Additional Sheets if necessary) 10,759,444.43 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. RW-4 ~ "M,"""''''''_'__>;/''> ~ Continuation of Inventory Rife, N. Hollis 21 07 0777 Paae 1 Description of Inventory Description Dreyfus Account #0039-0013268586, including interest accrued to date of death, copy of valuation attached Dreyfus Account #0123-1001708906, including interest accrued to date of death, copy of valuation attached Dreyfus Account #0762-0400290854, including interest accrued to date of death, copy of valuation attached Dreyfus Account #0947-0000050021, including interest accrued to date of death, copy of valuation attached Mutual Fund Account wi John Hancock #320315900, copy of valuation attached Value 7,274.90 1,437,789.76 35,392.00 36,325.93 13,073.96 T. Rowe Price, New Era Fund Account 200925270-5, copy of valuation attached 785,980.02 Jennison Growth Fund,Class A, 606.788 shares @18.22 11,055.68 297 shares ACM Managed Dollar Income Fund, Inc. @7.24 2,150.28 1000 shares BRE Properties, Inc. @52.27 52,270.00 16,611.252 shares Citizens Communications Co. @13.94 231,560.86 1908 shares Holly Corporation @63. 79 121,711 .32 800 shares International Business Machines @112.78 90,224.00 296 shares M&T Bank Corporation @105.92 31,352.32 459 shares Nabors Industries @29.08 13,347.72 Subtotal $ 2,869,508.75 Continuation of Inventory Rife, N. Hollis 21 07 0777 Paae 2 Description of Inventory Description 203.748658 shares PNC Financial Services Group, Inc. @67.62 Value 13,777.49 1679 shares puget Energy, Inc. @23.97 40,245.63 78 shares Tyco Inti Ltd @4 7.95 3,740.10 78 shares Covidien Ltd @40.98 3,196.44 78 shares Tyco Electronics Ltd @34.80 2,714.40 14 shares Verizon Communications @43.13 603.82 2625 shares Vodafone Group @31.91 83,763.75 Closely-Held Corporation, Partnership or Sole-Proprietorship Mortgages & Notes Receivable Cash, Bank Deposits, & Misc. Personal Property Checking Account #71907947, M&T Bank, including interest accrued to date of death 32,022.04 Savings Account #15004214960393, M&T Bank, including interest accrued to date of death 61,065.72 Gross proceeds from sale of decedent's personal property by Gateway Gallery Auction 20,349.00 Gross proceeds from sale of decedent's stamp collection by Gateway Gallery Auction 4,310.50 Subtotal $ 265,788.89 ,~i':,,3~';, ii;:J~f i;~ Continuation of Inventory Rife, N. Hollis 21 07 0777 PaQe 3 Description of Inventory Description Gross proceeds from sale of decedent's coin collection by Gateway Gallery Auction Value 79,817.50 Refund, Financial Times 31.60 Refund, The Economist 30.75 Refund, Erie Insurance 107.00 Remainder interest, per Stock Split Agreement, dated 12/12/86 (copy attached), in date of death value of 4,000 shares of IBM stock @112.78 or451,120.00. See copy of calculation of remainder interest attached (Notation-the original agreement contained 1,000 shares of IBM stock on 12/12/86, but held 4,000 shares at date of death as the result of company stock splits) 339,882.83 Real Estate Condominium situate at 549 Bridgeview Drive, Lemoyne, Cumberland County, PA, appraised by Wolfe & Shearer 800,000.00 Subtotal $ 1,219,869.68 10,759,444.43 Grand Total $ ,,,,~,:<:,< '<<;Y;';<,",,",~~~iIillliJl(.;l:ii LA W OFFICES OF ZULLINGER - DAVIS PROFESSIONAL CORPORATION JOEL R. ZULLINGER 14 North Main Street Suite 200 Chambersburg, P A 17201 717-264-6029 Fax: 717-264-1884 JoelZullinger@zullingerlaw.com HAMILTON c. DAVIS 20 East Burd Street, Suite 6 P.O. Box4Q Shippensburg, P A 17257 717-532-5713 Fax: 717-530-5222 hamiltondavislaw@comcast.net Dale F. Shughart, Jr. of counsel May 1, 2008 E li~ ~~ f3~ it Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, P A 17013 Dear Register: RE: Estate ofN. Hollis Rife File No. 21-07-0777 Enclosed for filing in your office are the following items: . Original and one copy of the P A Inheritance Tax Return; . Original of the Inventory; . Check payable to Register of Wills, Agent, in the amount of $13,045.32 for balance of inheritance tax due; and . Check payable to Register of Wills in the amount of $3,230.00 for additional probate fee and filing fee for the inventory and return. Thank you. Rl~.~5tu-\G d \ \ pYO~~ ~ ~4-\O,OO \<2> b\ P(O~-\~ Am __ ,q2- \ D) 4-Cf6i SCf:> ~iJ.~~ (jR-Z~~J :;:g =: ~ -< . N "'"'0 :z ::[J :Xl in f"T1 ("") GC) C/?::O ~~IO rnm ::00 C.> -Vl.~ .'c. ..,., ~~ ~-....--m (-.1") <:) ''';-1 - - N ...., ",c,;"a,,;Ht~J;.J COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE ~UREAU OflllNDIV1DUAL TAXES DEPT. 280601 HARRISBURG. PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT RIFE RICHARD D 5225 WILSON LANE MECHANICSBURG, PA 17055 -------- fold ESTATE INFORMATION: SSN: 184-36-6585 FILE NUMBER: 2107-0777 DECEDENT NAME: RIFE N HOLLIS DATE OF PAYMENT: 05/05/2008 POSTMARK DATE: 05/01/2008 COUNTY: CUMBERLAND DATE OF DEATH: 08/02/2007 NO. CD 009656 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $13,045.32 I I I I I I I I TOTAL AMOUNT PAID: $13,045.32 REMARKS: RECEIPT TO ATTY CHECK#213 SEAL INITIALS: WZ RECEIVED BY: REGISTER OF WILLS GLENDA FARNER STRASBAUGH REGISTER OF WILLS 'I,~~~s >- ~ ..- UJ Die 0 ~ g a:lo~~Cl.. r.i- ~ N ,~ co :E ~ t~ ~ ~ ~A. ~ }. e: ~ UJ ~&\ ~- 0 -l ~...n NO=< ""' oo:E - 1m , ~ . o en T"" w 0 C\1 ri +-' "" W ~ T"" C)~o~a: ZCfJo c: C\l C) ::i "ca CD :; ..J~:g.a ~zCfJ~ . q- .a a:'- E ..J ~ W U o .., Q) (J) :;j o ..c: .w ~ :;j Q) o ~ u ro C""'l :;jr-i (J) ::>-. cr' 0 r-i~tf.)r- r-i I=l r-i -l""I :;j Q) .., 0 (J) ,.;>U~< 1I4 0 ll-I o . "d ..c: I=l.w ... ~ ro ~ Q) Q) r-i ~ r-l ~ ~ 0 (J) CJl Cll U -l""I -l""I..o r-l ooElQ)~ Cll :;j I=l ro ~UOU II o E-e ..I.,J