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Home My WebLink About09-18-12 (3)INVENTORY REGISTER OF WILLS OF COMMONWEALTH OF PENNSYLVANIA } SS couNTY OF Cumberland } CUMBERLAND COUNTY, PENNSYLVANIA File Number 21-12.-00103 Leisa J Kercher Personal Representative(s) of the Estate of Julie F Gale deceased, depose(s) and say(s) that the items appearing in the following inventory include all off 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 d~dent's death, and that Decedent owned no rea}.gstate outside of the Commonwealth of Pennsylvania except that whit a dears in a~.u mora c t [he end o t is invento I verify that the statements made in this Inven- ~ N ~^ tory are true and correct. I understand that false state- ~ Leisa J Kercher C7 "ti ~ ments herein are made subject to the penalties of ~ r+"'r, - C^ 18 Pa.4S. § 4904 relating fo unsworn falsification to cn ~7 authorities. ~Q~- ~.~_~ Attorney -• (Name) RICHARD W. STEWART ~~, rv W !Supreme Court 1. D. No.) r'~18039 (Fenn) Johnson Duffle (Address) 301 Market St. Lemoyne, PA 17043-0109 (Telephone) (717) 761.4540 DATE OF DEATH LAST RESIDENCE 105 Fairway Drive DECEDENTS SOG. SEC. N0. 01/17/2012 Camp Hill PA 17011 045-16-5000 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 17,094.68 14,276.00 3,987,261.70 1,742,196.14 5,760,828.52 600,000.00 Total Personal and Real Property ........................ NOTE: The Memorandum of real esUle outside the Commonwealth of Pennsylvania may at the election or the personal representative inclutle the value of each item, but such figures should not be extentletl into the total of the Inventory. (See 20 Pa. QS. §3307 (b)) Form RW-09 Rev. ro-razoos ~* INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA } SS COUNTY OF Cumberland File Number 21-12-00103 GATE OF DEATH U1ST RESIDENCE 105 Fairway Drive DECEDENT'S SUD. Sm. Nu. 0 111 712 01 2 Camp Hill PA 17011 045-16-5000 S's3Sb AMA Insurance -Refund on Account DS Waters -Refund on Account MorganStanley SmithBarney Account No. 54J-05558- Individual Account -Bank Deposit Program -Date of Death Value of Account is attached to this Return. Mutual of Omaha -Refund on Account Progressive Specialty Insurance Co -Refund on Account ServiceMaster -Refund on Account The Patriot News Company - Refund on Account Total Cash Personal Property 2000 Mercedes-Benz CLK Ciass Automobile -Valued using Kelly Blue Book website Personal Property Valued and Appraised by Chuck Bricker, Auctioneer Total Personal Property 5.30 2.41 16.812.85 9.88 168.00 32.99 62.25 17,094.68 7,448.00 6,830.00 14,276.00 SteckslListed MorganStanley SmithBarney Account No. 54J-05558 -Individual Account -A Copy of the Date of Death value of this Account is attached to this Return. 7,182.4900 shares AllianceBernstein Municipal Income -National Portfolio A 26,286.0500 shares Delaware Group Tax Free Fund Inc -USA Fund CL A 112.6000 shares Delaware Group Tax Free Funtl Inc -USA Fund CL B 74,123.36 312,278.38 1,336.68 (Attach additional sheets if necessary) Total Personal Property and Real Estate 6,360,828.SZ INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland } SS File Number 21-12-00103 DATE OFOEATH lAS7 RESIDENCE 105 Fairway Drive DECEDENT'S SOC. SEO NO. 01/17/2012 Camp Hill, PA 17011 045-165000 14,729.4900 shares Invesco Van Kampen Municipal Fund - Ciass A 200,910.32 45,600.1200 shares Prudential National Municipal Fund - Fund A 696,313.87 20,857.0100 shares Putnam Tax Free Income Trust -Insured Fund CL A 322,947.64 46,369.1800 shares Alliance Bernstein Municipal Inc Fund National Port CL A 478,529.94 32,447.0000 Columbia Tax Exempt Fd A 451,988.71 14,324.4800 shares Delaware Group Tax Free Fund Inc -USA Fund CL A 170,174.89 3,151.2500 Dreyfus Municipal Bond Fund A 40,367.55 50,000.0800 Eaton Vance Pennsylvania Municipal Inc. Fd A 454,500.81 11,742.7400 Invesco Van Kampen Municlpal Inc. Fund CL A 160,170.98 149,363.8600 Morgan Stanley Tax Free Daily I -Shares Ben Interest 149,364.58 MorganStanley Smith Barney Account No. 54JA5780 -Individual Account - A Copy of the Date of Death Value of the Account is attached to this Return. 12,374.1800 Prudential National Municipal Fund A 188,953.72 18,514.1100 shares Putnam Tax Free Income Trust -Insured Fund CL A 285,302.49 Total Stocks/Listed 3,987,261.70 Stocks/Glesely Held Howard C. Gale Development Co., Inc. -Value based upon Fair Markat Value of it Assets. Corporation will be dissolved and Assets Distributed. M8T Bank Corporate Cash Account 7,196.14 -2- INVENTORY REGISTER OF WILLS OF COMMONWEALTH Of PENNSYLVANIA } SS COUNTY OF Cumberland } CUMBERLAND COUNTY, PENNSYLVANIA File Number 21-12-00103 DATE OF DEATH I LAST RESIDENCE 105 Fairway Drive I DECEDENTS SOC. SEC. NO. 01/1712012 Camp Hill, PA 17011 045.16-5000 Real Estate - 22 Country Club Place W, Camp Hill, Cumberland County, PA -Appraised 160,000.00 by George R. Ulah. A copy of the Appraisal is attached to this Return, Real Estate - 49 Circle Drive, Camp Hill, Cumberland County, PA -Appraised by George 180,000.00 R. Ulsh. A copy of the Appraisal is attached to this Return. Real Estate - 530 Fairway Drive, Camp Hill, Cumberland County, PA -Appraised by 170.000.00 George R. Ulsh. A copy of the Appraisal is attached to this Return. Real Estate - 55 Circle Drive, Camp Hill, Cumberland County, PA -Appraised by George 775,000.00 R. Ulsh. A copy of the Appraisal is attached to this Return. Real Estate - 6 Fargreen Road, Camp Hill, Cumberland County, PA -Appraised by 180,000.00 George R. Ulsh. A copy of the Appraisal is attached to this Retum. Real Estate -Lot known as Land West of Fargreen Road, Harrisburg, Dauphin County, 80,000.00 PA • Appraised by George R. Ulsh. A copy of the Appreisal is attached to this Return. Real Estate -Lot No. 004 Fargreen Drive, Harrisburg, Dauphin County, PA -Appraised 80,000.00 by George R. Ulsh, A copy of the Appraisal is attached to this Return. Real Estate -Lot No. 394 Fairway Drive, Camp Hill, Cumberland County, PA -Appraised 60,000.00 by George R. Ulsh. A copy of the Appraisal is attached to this Return. Real Estate located at 47 Old Farm Road, Camp Hill, Cumberland County, PA - 200,000.00 Appraised by George R, Ulsh. A copy of the Appraisal is attached to this Return Real Estate located at 517 Gale Road, Camp Hill, Cumberland County, PA-Appraised 190,000.00 by George R. Ulsh. A copy of the Appraisal is attached to this Return Real Estate located at 522 Colony Drive, Camp Hill, Cumberland County, PA - 190,000.00 Appraised by George R, Ulsh. A copy of the Appraisal is attached to this Return Real Estate Lot No. 247 -Little Run Road, Camp Hill, Cumberland County, PA - 70,000.00 Appraised by George R. Ulsh. A copy of the Appraisal is attached to this Retum -3- INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA } SS couNTYOF Cumberland } File Number 21-12-00103 DATE OF DEATH LAST RESIDENCE 105 Fairway Drive DECEDENTS SOC. SEC. NO. 01/1712012 _ _ Camp Hill, PA 17011 045-16-5000 Total StockslClosely Held 1,742,196.14 Real Estate located at 105 Fairway Drive, Camp Hill, Cumberland County, PA - Appraised by George Ulsh. A copy of the Appraisal is attached this Rsturn Real Estate located at 57 Circle Drive, Camp Hill, Cumberland County, PA-Appraised by George Ulsh. A copy of the Appraisal is attached this Return Total Real Estate 420,000.00 180,000.00 600,000.00 -4-