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Home My WebLink About03-20-13 (2) INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA l} COUNTY OF ) SS File Number 21-2012-0018 I Personal Representative(s)of the Estate of SANDRA B.ARNOLDI 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 memoran n at the end of this inventory. 1 verify that the statements made in this Inven- tory are true and correct. I understand that false state- ments herein are made subject to the penalties of 18 PaC.S. §4904 relating to unworn falsification to authorities. Attorney-- (Name) David M.Watts,Jr.,Esq. (Supreme Court ID, No.) 42232 (Address) 100 Pine Street,P.O.Box 1 166,Harrisburg,PA 17108-1166 (Telephone) (717)237-5344 DATE OF DEATH LAST RESIDENCE FIGURES MUST BE TOTALED (1 C � riT C7 SEE ATTACHED M 3 9,320.92 M C'� ;:a p. r— rJ rr :'rs r" a nT CD z v-' C> )> O) r7 (Attach additional sheets as needed) TOTAL: 649,320.92 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 CS§3301(b)) Form R73'-09 rev.10.13.06 Estate of SANDRA B ARNOLDI Estate Inventory Valued as of Date of Death Cash and Cash Equivalents Cash $ 2,654.55 Total Cash and Cash Equivalents $ 2,654.55 No. of Shares Stocks 88 Advent Software Inc Com The Nasdaq Stock Market Llc $ 2,158.64 86 Albemarle Corp Com New York Stock Exchange 4,235.93 Dividend at Date of Death 15.05 560 Alcoa Inc. 4,849.60 5 Alleghany Corp Del Com New York Stock Exchange 1,424.78 81 American Eagle Outfitters New Com New York Stock Exchange 1,173.69 160 Apple Computer Inc. 61,227.20 101 Atwood Oceanics Inc Com New York Stock Exchange 3,833.96 400 Berkshire Hathaway Inc. Class B 29,812.00 171 Cabelas Inc Com New York Stock Exchange 4,213.44 1,004.35 Cash 1,004.35 452.87 Cash 452.87 160 Chevron Corp. 16,067.20 144 Corrections Corp Amer New Com New New York Stock Exchange 3,065.04 180 Eaton Vance Corp Com Non Vtg New York Stock Exchange 4,059.90 26 Energizer Hldgs Inc Com New York Stock Exchange 1,914.12 170 First Industrial Realty Trust Com New York Stock Exchange 1,626.05 250 Ford Motor Co. 2,547.50 Page 1 Estate Inventory (Continued) No. of Shares Stocks 23 Hasbro Inc Com New York Stock Exchange $ 762.80 75 Hatteras Find Corp Com New York Stock Exchange 2,022.01 79 Kaman Corp Com The Nasdaq Stock Market Llc 2,198.99 41 Kinder Morgan Management Llc Shs New York Stock Exchange 3,008.58 63 Knoll Inc Com New New York Stock Exchange 922.95 Dividend at Date of Death 6.30 2 Lloyds Banking Group Plc Sponsored Adr New York Stock Exchange 2.85 21 Martin Marietta Matls Inc Com New York Stock Exchange 1,583.30 Dividend at Date of Death 8.40 81 Matson Inc Com New York Stock Exchange 3,242.43 302 Mbia Inc Com New York Stock Exchange 3,536.42 267 Micrel Inc Com The Nasdaq Stock Market Llc 2,708.72 145 Montpelier Re Holdings Ltd Shs New York Stock Exchange 2,428.03 26 Newmarket Corp Com New York Stock Exchange 4,986.54 Dividend at Date of Death 19.50 92 Nu Skin Enterprises Inc Cl A New York Stock Exchange 4,339.18 103 Old Dominion Fght Lines Inc Com The Nasdaq Stock Market Llc 4,038.89 36 Owens & Minor Inc New Com New York Stock Exchange 999.00 Dividend at Date of Death 7.20 576 Potash Corporation of Saska 22,435.20 Page 2 No, of Estate Inventory (Continued) Shares Stocks 75 Pricesmart Inc Com The Nasdaq Stock Market Llc $ 5,097.38 319 Service Corp Intl Com New York Stock Exchange 3,090.31 59 Sturm Ruger& Co Inc Com New York Stock Exchange 1,895.67 80 Tejon Ranch Co Com New York Stock Exchange 1,980.00 524 Tenet Healthcare Corp Corn New New York Stock Exchange 2,360.62 160 Tredegar Corp Com New York Stock Exchange 3,488.80 Dividend at Date of Death 7.20 87 Udr Inc Com New York Stock Exchange 2,134.11 201 Valueelick Inc Corn The Nasdaq Stock Market Lle 3,18133 4 White Mtns Ins Group Ltd Com New York Stock Exchange 1,701.86 Total Stocks $ 227,875.89 Face Amount Bonds,Debentures&T-Bills 21,000 Goldman Sachs Cap I Mat: 02/15/2034 6.345% Financial Times Interactive Data $ 17,879.38 Interest at Date of Death 458.96 21,000 Jpmorgan Chase& Co 7.9% Financial Times Interactive Data 22,329.68 Interest at Date of Death 225.81 Total Bonds, Debentures & T-Bills 40,893.83 Tangible Personal Property 2001 Lexus $ 2,000,00 Total Tangible Personal Property 2,000.00 Miscellaneous Page 3 Estate Inventory (Continued) Miscellaneous 25% interest in Carlisle Farmers Market, Inc., a Pennsylvania Corporation $ 231,991.25 Total Miscellaneous $ 231,991.25 No. of Shares Mutual Funds 13,190.229 Pimco Fds Pac Invt Mgmt Ser Total Ret A Mutual Fund(As Quoted By Nasdaq) $ 143,905.40 Total Mutual Funds 143,905.40 Total Inventory $ 649,320.92 Page 4 RE. . REG. 3 F919 Ei.. lT N S' t kr . CU P' I- Hlh, Y nc ' f r o NN � a C ■� r rte ° ,-0 z z �M A � p O LU -� o- Q, 4 o- � z ¢ p3 � oci M1 II 1 R W Z Q i r 4 i 1 k i m vi U/ B B s G ' M r C i lollMcNees Wallace & Nurick LLC 1tiL PuaN Street* AQ Bgx 1166* Harrisburg,PA 17108-1166 Linda M.Eshelman,Pa.C.P. Estate Paralegal 1,23?,?CX010 A Fa); 717,237.5300 Direct Dial:717.237.5210 Direct Fax:717.260.1640 Iesheiman @mwn.com i March 19, 2013 Cumberland County Register of Wills VIA CERTIFIED MAIL Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013-3387 RE: Estate of Sandra B. Arnoldi Cumberland County File No.: 2012-00018 PA Department of Revenue No.: 21-12-0018 Our File: 31630-0001 Ladies and Gentlemen: Enclosed for filing in the above-referenced Estate are the following documents: • Pennsylvania Inheritance Tax Return (2 originals)—There is no tax due on the Return. • Inventory (1 original) • Check for filing fee of$30 Please date-stamp the enclosed copies and return to us in the stamped envelope provided. Thank you. c> s Y'C S truly w m rn (�//l c xs> Inda M. EsheL&P a. C.P. r") P Estate Paralegal w a LME/Ime Enclosures -a c: Thomas V. Arnoldi (via e-mail) www.mwn.com HARRISBURG,PA • LANCASTER,PA • STATE COLLEGE,PA • COLUMBu5,OH • WASHINGTON,DC