HomeMy WebLinkAbout09-23-13 INVENTORY
REGISTER dF WILLS OF CLTMBERLAND CfJUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA
COtINTY OF SS 1'rle Number Z012-00735
Personal Representativc(s)of the Estate of HAROLD A.GOLLE
deceased,depose{s)and say(s)that the items apgearing in the following inventory include sll of the gersonal assets wherever situata
and all of the real estate in the Commonwealth of Pennsylvania of said Decetlent,thai the valnation placed opposite each item of said
inventory represents its fair value as of the date of the decedent's death, and that Decedenk awned no real estate outside of the
Cammonwealth of Pennsylvania except that which appears in a memornndum at tha end of this in}v►e/n�tory.
F verify that the statements made in this Inven- � ,tiYl LYt ��,
tary aze mta and correct. I und�rstand that false state- —�'Lk —
ments hereio aze made subject to the penalties af
18 Pa.C.S. §Q404 relating to unsworn falsification to
authorities.
Attorney-- (Nmne) ELIZA$ETH P.Mt7LLAUGH (Supreme Court I.L?.No.j ��'�97
(Address) 100 Pine Street,P.O.Box ll 66,Harrisburg,PA 1�108-I 1 b6
(Telephone) (�17)237-5243
OATE OF DEATH LAST RESIDENCE OECF.�ENTS SOC.$EC.NO
7une 25,2012 $55 Grandan Court,Mechanicsburg,Hampden Township,PA
FIGURES PMI[TST BE TOTALED
9EE ATTACHED b,455,796.29
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(Anach ad�Litloxal sheers ar xeeded) ,
TOTAL: 6,455,74639
NpTE: The Memorandum af real estate outside the Cammonweelth of Prnnsylvpnia may,at the electipn vf the personal represenkative include[he value of each
item,but such figtrces should not be extended i�to tlse iotel o£Ne Inventory. (See 20 Pa C.S,¢}34t @))
FarmRW-09 rev.lOJ3.Od `\�
Estate of HAROLD A GOLLE
Estate Inventory
Valued as of Date of Death
Cash and Cash Equivalents
Fidelity Cash Reserves $ 22,773.51
Interest at Date of Death 0.16
Fidelity PA Municipal Money
Mazket 26,273.69
Interest at Date of Death 0.23
39,327.29 WF Advantage National T�Free
Money Mazket 39 327.29
,
Total Cash and Cash Equivalents $ 88,374.88
No. of
Shazes Stocks
6,000 Cisco Sys Inc. $ 101,430.00
900 Citigroup Inc. 24,223.50
I5,000 Corning Inc. Com 188 445.00
,
Dividend at Date of Death 1,125.00
9,000 Dow Chem Co 289,710.00
7,300 Exxon Mobil Corp. 588,434.75
21,919 Ford Mtr Co. 220,614.74
30,000 General Electric Co. 583,350.00
Dividend at Date of Death 5,100.00
23,000 Intel Corp. 604,095.00
17,000 Microsoft Corp. 509,490.00
12,000 Pfizer Inc. 267,660.00
7,175 Royal Bank of Scotland Group 26 224.63
,
8,000 Wells Fazgo & Co. New 258 000.00
>
Total Stocks 3,667,902.62
Face
Amount Bonds, Debentures & T-Bills
10,000 New Jersey St Tpk Auth Tpk Rev
Mat: O1/O1/2014 7% Financial Times
Interactive Data $ 10,467.60
Interest at Date of Death 33833
50,000 North Versailles Twp Auth Pa S
Page 1
Estate Inventory (Continued)
Face
Amount Bonds, Debentures & T-Bills
Mat: 12/15/2024 4.2% Financial
Times Interactive Data 50,090.50
Interest at Date of Death 5833
80,000 Pennsylvania St Tpk Commn Tpk
Mat: 12/O1/2030 4.375% Financial
Times Interactive Data 85,776.00
Interest at Date of Death 23333
45,000 Twin Valley Pa Sch Dist Mat:
04/O1/2019 4.35%Financial Times
Interactive Data 49,039.20
Interest at Date of Death 456.75
Total Bonds, Debenhues& T-Bills $ 196,460.04
Miscellaneous
.867%Limited Partnership Interest
in Mount Ida Asociates, consisting of
a .65% Class A Interest and a.217%
Class C Interest $ 0.00
Total Miscellaneous 0.00
No. of
Shazes Mutual Funds
19,058.624 Alpine Equity Trust Rlty IncMgw Y $ 324,568.37
51,597.085 Fidelity PA Muncipal Fund 584,594.97
Dividend at Date of Death 1,333.68
53,778.276 Hartford-Fortis Ser Fd Inc Munipl
Real Rt A Mutual Fund (As Quoted
By Nasdaq) 511,431.40
48,650.489 Jpmorgan Tr I Tax Aware Re A
Mutual Fund (As Quoted By
Nasdaq) 502,559.55
54,927.284 Oppenheimer Multi St Municipal Pa
Mun Fd Cl A Mutual Fund(As
Quoted By Nasdac� 623,424.67
39,208.015 Vanguard PA Tax Free Fund Long
Taxex Inv. 454,028.81
Dividend at Date of Death 1,11730
Total Mutual Funds 3,003,058.75
TotalInventory $ 6,955,796.29
Page 2
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