HomeMy WebLinkAbout07-10-06
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OFFICIAL USE ONLY
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
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COUNlY CODE
~~ 0940 ___
YEAR NUMBER
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DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL)
Hershe A. Arlene
DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR)
10/14/2005 10/23/1915
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
SOCIAL SECURITY NUMBER
104-14-5453
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
Original Return
o 2. Supplemental Return 0 3. Remainder Return (date of death prior to 12-1:>-82)
o 4a. Future Interest Compromise (date of death after 12-12-82) [X] 5. Federal Estate Tax Return Required
o 7. Decedent Maintained a Living Trust (Attach copy of Trust) L 8. Total Nu mber of Safe Deposit Boxes
o 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) 0 11. Election to tax under Sec. 9113(A) (Attach SohO)
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Limited Estate
Decedent Died Testate (Attach copy of Will)
o 9. Litigation Proceeds Received
THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
NAME COMPLETE MAILING ADDRESS
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Ronald M. Katzman, Es .
FIRM NAME (If Applicable)
Goldberg Katzman, P.C.
TELEPHONE NUMBER
320 Market Street
P.O. Box 1268
717-234-4161
Harrisburg, PA 17108
4. Mortgages & Notes Receivable (Schedule D)
(4)
$0.00
$2,009,907.98
$0.00
$0.00
$86,977.00
$0.00
OFFICIAL USE ONLY
1. Real Estate (Schedule A)
(1)
2. Stocks and Bonds (Schedule B)
(2)
3. Closely Held Corporation, Partnership or Sole-Proprietorship (3)
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5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E) (5)
6. Jointly Owned Property (Schedule F) (6)
D Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7)
(Schedule G or L)
$0.00
8. Total Gross Assets (total Lines 1-7)
(8)
$133,846.97
$3,811.96
$2,096,884.98
9. Funeral Expenses & Administrative Costs (Schedule H) (9)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10)
12. Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been
made (Schedule J)
(12)
$137,658.93
$1,959,226.05
$409,288.05
11. Total Deductions (total Lines 9 & 10)
(11)
(13)
14. Net Value Subject to Tax (Line 12 minus Line 13)
(14)
$1,549,938.00
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1.2)
18. Amount of Line 14 taxable at collateral rate
$0.00
$0.00
$25,655.00
$1,524,283.00
x.O L(15)
X.o 45 (16)
19. Tax Due
20. D
(19)
$0.00
$0.00
$3,078.60
$228,642.45
$231,721.05
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16. Amount of Line 14 taxable at lineal rate
17. Amount of Line 14 taxable at sibling rate
x .12 (17)
x .15 (18)
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
> > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < <
3W484S 1.000
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Decedent's Complete Address:
STREET ADDRESS
517 Gate Road
Cumberland
CITY I STA1E I ZIP
Camp Hill PA 17011-
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
$0.00
$210,000.00
$11 , 052 .63
Total Credits (A + B + C) (2)
3. Interest/Penalty if applicable
D. Interest
E. Penalty
$0.00
$0.00
Total Interest/Penalty (0 + E) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund (4)
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5)
A. Enter the interest on the tax due. (5A)
B. Enter the total of Line 5 + 5A. This is the BALANCE
Make Check
(5B)
to: REGISTER OF
$231,721.05
$221,052.63
$0.00
$0.00
$10,668.42
$0.00
$10,668.42
1. Did decedent make a transfer and:
a. retain the use or income of the property transferred;. . . . . . . . . . . . . . .
b. retain the right to designate who shall use the property transferred or its income; .
c. retain a reversionary interest; or . . . . . . . . . . . . . . . . . . . . . . . .
d. receive the promise for life of either payments, benefits or care? . . . . . . . . .
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? . . . . . . . . . . . . . . . . . . . . . . . . . . .. D
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? D
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. D ~
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete
Declaration of preparer other than the personal representative is based on all information ofwhlch preparer has any knowledge.
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RElURN
Wilson C. Everhart, Jr.
ADDRESS
5020 Ritter Rd., Suite 211
SIGNATURE OF PREPARER 011-iER THAN REPRESENTAll\lf
Ronald M. Katzman, Es
ADDRESS
Yes
No
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For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3%
[72 PS. 99916 (a) (1.1) (i)l
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. 99116 (a) (1.1) (ii)]
The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if
the surviving spouse is the only beneficiary.
For dates of death on or after July 1,2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent,
or a stepparent of the child is 0% [72 P.S. 99116(a)(1.2)l
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. 99116(1.2) [72 P.S. 99116(a)(1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% (72 P.S. 9 9116(a)(1.3)]. A sibling is defined, under Section 9102, as an
individual who has at least one parent in common with the decedent, whether by blood or adoption.
3W4646 1.000
REV-1503 EX + (5-98)
COMMONWEAL TH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE B
STOCKS & BONDS
ESTATE OF
FILE NUMBER
A. Arlene Hershey
21 05 0940
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
DESCRIPTION
VALUE AT DATE
OF DEATH
1. The following assets were held in
the Decedent's Smith Barney
Account No. 724-18259-13
Valuations per attached letter,
Exhibit "C"
$0.00
508.81 Shares
Abbey National PLC PFD
$13,142.56
2 15,000 Par
Abington PA Sch Dist
Interest accrued to 10/14/2005
$15,165.15
$28.43
3 25,000 Par
Allegheny Cnty PA San Auth Swr
Interest accrued to 10/14/2005
$26,560.00
$496.44
4 400.42 Shares
Allergan Inc.
$35,001.15
5 442.12 Shares
Altria Group Inc.
$31,240.88
6 2,163.73 Units
Apex Mun Fd Inc
$20,144.41
7 408.45 Shares
Automatic Data Processing Inc.
$17,608.51
8 25,000 Par
Beaver Cnty PA Rfdg
Interest accrued to 10/14/2005
$25,768.25
$47.84
9 20 Shares
Berkshire Hathaway Inc., Class B
$55,740.00
10 864.68 Shares
Buckeye Partners LP
$38,953.88
11 1,162.76 Units
Citigroup Cap IX Trups 6.00%
$28,685.42
Total from continuation schedules
$1,701,325.06
3W4696 1.000
TOTAL (Also enter on line 2, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
$2,009,907.98
Estate of: A. Arlene Hershey
104-14-5453
Schedule B (Page 2)
Item
No. Description
Value at Date
of Death
12 541.18 Shares
Citigroup Inc.
$24,375.04
13 10,000 Par
Cumberland Co PA Mun Au Rev
Interest accrued to 10/14/2005
$10,127.90
$221.66
14 401. 46 Units
Davis New York Venture Fund
$12,730.36
15 8,438.1 Units
Dreyfus Premier State Muni Bd
$135,431.51
16 612.29 Units
Duquesne Light Co 6.7%
$15,644.12
17 16,530.7 Units
Fulton Financial Corp-PA
$263,499.37
18 1,014.76 Shares
General Electric Cap Corp Pines
$25,663.28
19 2,132.43 Shares
General Electric Co.
$73,227.97
20 400 Units
Georgia Power 5.70%
$10,000.00
21 1,336.11 Shares
Glaxosmithkline PLC SP ADR
$69,037.03
22 200.84 Shares
Hershey Company
23 10 Shares
Hershey Creamery Co
24 202.86 Shares
Home Depot Inc.
$11,231.14
$22,050.00
$7,791.91
25 511.52 Shares
Intel Corp
$11,882.64
26 25,000 Units
Interboro Sch Dist PA Delaware
Interest accrued to 10/14/2005
$26,011.00
$220.22
Total (Carry forward to main schedule)
$719,145.15
Estate of: A. Arlene Hershey
104-14-5453
Schedule B (Page 3)
Item
No. Description
Value at Date
of Death
27 469. 23 Uni ts
John Hancock Regional Bank Fd
$18,694.44
28 410.62 Shares
Johnson & Johnson
$26,156.81
29 25,000 Units
Lewisburg PA Area Sch Dist
Interest accrued to 10/14/2005
$25,205.75
$100.69
30 2,516.62 Shares
Mass Investors Growth Stock
$30,602.16
31 200 Shares
Medco Health Solutions Inc.
$10,642.00
32 449.75 Shares
Merck & Co. Inc.
$12,215.29
33 880.21 Units
Morgan Stanley CP TR III 6.25%
$21,574.01
34 6,822.62 Units
Muniyield PA Fd
$105,000.16
35 15,000 Units
Northampton Co PA Hghr Ed AU
Interest accrued to 10/14/2005
$15,414.45
$339.58
36 600 Shares
Oracle Corp.
$7,386.00
37 5 Units
Penn Insd Mun Bd #5Q
$360.00
38 20,000 Units
Pennsylvania St Higher Ed
Interest accrued to 10/14/2005
$20,540.20
$247.22
39 647.36 Shares
Pfizer Inc.
$15,744.00
40 15,000 Par
Philadelphia PA Gen Oblig
Interest accrued to 10/14/2005
$15,342.15
$60.41
41 15,000 Par
Philadelphia PA Wtr & Waste Wtr
$15,420.90
Total (Carry forward to main schedule)
$341,046.22
Estate of: A. Arlene Hershey
104-14-5453
Schedule B (Page 4)
Item
No. Description
Value at Date
of Death
Interest accrued to 10/14/2005
$339.58
42 467.41 Shares
Pioneer Tax Advantaged
$5,730.48
43 400 Shares
Public Storage 7.625%
$10,248.00
44 655.19 Units
Public Svc Co Okla 6.0
$16,550.27
45 610.73 Shares
Royal Bk Scotland 7.65% PFD
$16,202.83
46 1,117 Shares
Royal Dutch Shell PLC
$35,633.41
47 436.62 Units
San Diego CA Pension Obl
$10,994.15
48 673.18 Units
SB Health Sciences CL A
$8,684.07
49 17,323.03 Units
SB Pennsylvania Port CL A
$219,829.26
50 593.35 Units
SB Technology CL A
$2,337.81
51 1,554 Shares
Scottish Pwr PLC SHS - GBP
$15,782.42
52 516.41 Shares
Telecom Corp New Zealand
$17,005.48
53 1,517.53 Shares
Templeton Growth Fund Class A
$35,950.42
54 1,400 Shares
Teppco Partners LP Unit LP
$54,460.00
55 100.26 Shares
Time Warner Inc
$1,804.83
56 800 Shares
USB Capital IV 7.35%
$20,688.00
Total (Carry forward to main schedule)
$472,241.01
Estate of: A. Arlene Hershey
104-14-5453
Schedule B (Page 5)
Item
No. Description
Value at Date
of Death
57 25 Units
UTS Municipal Invt Tr Fd #202M
$14,734.00
58 15 Units
UTS Penn Insd Mun Incm #54S
$2,337.75
59 2,421.42 Shares
Van Kamp Amer Cap PA Val Mun
$34,069.40
60 3,345.94 Shares
Verizon Communications
$100,043.68
61 509.56 Shares
XL Capital Ltd Pfd Ser A
$13,014.16
62 211.04 Units
York Water Co
$4,693.69
Total (Carry forward to main schedule)
$168,892.68
REV-1508 EX + (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
A. Arlene Hershev
FILE NUMBER
21 05 0940
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly-owned with the right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
DESCRIPTION
VALUE AT DATE
OF DEATH
1
1996 Saturn SL1 Sedan
- valuation per attached Kelley
Blue Book Value
$2,625.00
2
2005 Federal Income Tax refund
$9,053.00
3
Cash and travelers checks found in
the Decedent's home
$331.00
4
Comcast - refund
$26.26
5
Conde Nast - refund
$46.00
6
Fulton Bank Checking Acct No.
1068-31344
- valuation per attached Bank
letter
$10,240.72
7 Fulton Bank Money Market Acct No.
9900-28456
Interest accrued to 10/14/2005
- valuation per attached Bank
letter
$1,032.21
$0.61
8 Fulton Credit Card refund
$100.92
9 Gale Development - refund of
garbage fees
$41.33
10 Gale Development - refund of
security deposit
$710.00
11 Highmark Insurance - refund of
unused premium
$475.75
12 Inclinator
- valuation per sale price
$1,000.00
13 Liberty Mutual - refund of unused
auto insurance premium
$500.00
14 Liberty Mutual Insuarnce - refund
of unused renters insurance
premium
$108.00
Total from continuation schedules
$60,686.20
3W46AD 1.000
TOTAL (Also enter on line 5 Recaoitulation\ $
(If more space is needed, insert additional sheets of the same size)
$86,977.00
REV-1511 EX + (12-99)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
A. Arlene Hershey
FILE NUMBER
21 05 0940
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER
DESCRIPTION
AMOUNT
A.
FUNERAL EXPENSES:
1.
Gingrich Memorials - Gravestone
expenses
$1,650.00
Total from continuation schedules
$4,447.96
1.
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
$61,000.00
B.
Name of Personal Representative(s) Wilson C. Everhart , Jr.
Social Security Number(s) I EIN Number of Personal Representative(s)
Street Address 2316 Yale Avenue
City Camp Hill
State PA
Zip 17011-5339
Year(s) Commission Paid: 2006
2.
Attorney Fees
$45,000.00
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City
State
Zip
Relationship of Claimant to Decedent
4.
Probate Fees
$1,275.00
5. Accountant's Fees
6.
Tax Return Preparer's Fees
$525.00
7.
1
A.C. Delivers - expense for
shipping specific bequests
$5,360.00
2
Advertising expense - for sale of
inclinator
$45.75
Total from continuation schedules
$14,543.26
3W46AG 1.000
TOTAL (Also enter on line 9, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
$
$133,846.97
Estate of: A. Arlene Hershey
Item
No.
2
3
104-14-5453
Schedule H Part 1 (Page 2)
Description
Amount
~sc. funeral expenses
$1,858.96
Parthemore Funeral Home - funeral
expenses
$2,589.00
Total (Carry forward to main schedule)
$4,447.96
Estate of: A. Arlene Hershey
104-14-5453
Schedule H Part 7 (Page 2)
3
Cordier Antiques - appraisal and
commission fees
$5,656.07
4
Cumberland Law Journal - Legal
Publication Notice
$75.00
5
D.L. Hershey - truck rental for
delivery of bequested personal
property
$701.53
6
Gale Development - rent
$2,664.00
7
Gelcor Cleaning - cleaning
expenses
$180.15
8
Goldberg Katzman, P.C. -
reimbursement for costs advanced
$3.79
9
Henderson & Co. - appraisal fee
$180.00
10
Hossman Door - fee for replacement
of damaged door
$180.00
11 PA Water Company - water utility
expense
$64.41
12
Patriot News - Legal advertising
$126.27
13
PPL - utility expense
$248.32
14
Sandy Forsythe - cleaning expense
for Decedent's residence
$1,757.50
15
UGI - utility/gas expense
$564.94
16
UPS - misc. delivery charges
$92.50
17 US Postal Service - Misc. postal
expenses
$41. 70
18
Vehicle transport expense
$1,100.00
19
Verizon - telephone expense
$158.81
20
Wilson Everhart, Jr. -
reimbursement for misc.
administrative expenses
$748.27
Total (Carry forward to main schedule)
$14,543.26
REI'-1512 EX + (12-03)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
A. Arlene Hershey
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
FILE NUMBER
21 05 0940
Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses.
ITEM
NUMBER
1.
DESCRIPTION
VALUE AT DATE
OF DEATH
AT&T - long distance telephone
expense
$7.19
2
Checks written prior to the
Decedent's death clearing the
Fulton Bank Checking Acct. after
her death
$755.44
3
Jane Murray - reimbursement for
payment of medicines for Decedent
$93.59
4
Manor Care - nursing care expense
related to last illness
$1,543.50
5
Neighborcare Pharmacy - medicine
expenses
$25.49
6 PA Water Company - water utility
expense
$30.52
7 Pennsylvania Department of Revenue
- 2005 Income Tax due
$90.00
8 PPL - utility expense
$96.66
9 Reimbursement of Wilson Everhart,
Jr. for payment of Decedent's rent
$635.00
10 UGI - utility/gas expense
$72.27
11 Verizon - telephone expense
$45.95
12 Visa Credit Card - various
purchases of Decedent
$416.35
3W46AH 2.000
TOT AL (Also enter on line 10, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
$3.811.96
REV-1513 EX+ (9-00)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
A. Arlene Hershev
SCHEDULE J
BENEFICIARIES
1
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
T AXAB LED I STR I B UTI 0 N S [include outright spousal distributions, and transfers
under Sec. 9116 (a) (1.2)]
James Clifton
200 Grand Avenue, Suite 204
Grand Junction, CO 81501
FILE NUMBER
21 05 0940
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
Do Not List Trustee(s) OF ESTATE
NUMBER
I
Tangible Personal Property
Distributed under Memorandum:
$600.00
None
$600.00
2 Sandy Forsythe
94 Meadow View Road
York Springs, PA 17372
Tangible Personal Property
Distributed under Memorandum:
$1,900.00
None
$1,900.00
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
" NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1
Eastman School of Music
26 Gibbs Street
Rochester, NY 14604
50% of Residue
$204,644.02
2
3W46A11.000
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET
(If more space is needed, Insert additional sheets of the same size)
$
$409 288.05
Estate of: A. Arlene Hershey
104-14-5453
Schedule J Part 1 (Page 2)
Item
No. Description
Relation
Amount
3 Amanda A. Hershey
37 New Paltz Road #2
Highland, NY 12528
General Bequests: $298,610.52
Advanced Distribution: $1,389.48
Tangible Personal Property
distributed under Memorandum:
$4,465.00
Niece
$304,465.00
4 Caroline W. Hershey
41 Hummel Road
New Paltz, NY 12561
General Bequests: $298,800.00
Advanced Distribution: $1,200.00
Tangible Personal Property
Distributed under Memorandum:
$4,100.00
Niece
$304,100.00
5 Donald L. Hershey
37 New Paltz Road #2
Highland, NY 12528
General Bequests: $25,000.00
Tangible Personal Property
Distributed under Memorandum:
$655.00
Brother
$25,655.00
6 Ian W. Hershey
37 New Paltz Road #2
Highland, NY 12528
General Bequests: $297,000.00
Advanced Distribution:
Advanced Distribution:
$1,200.00
$1,800.00
Tangible Personal Property
Distributed under Memorandum:
$1,875.00
Nephew
$301,875.00
Estate of: A. Arlene Hershey
104-14-5453
Schedule J Part 1 (Page 3)
Item
No. Description
Relation
Amount
7 Jason J. Hershey
59-484 Pupkea Road
Haleiwa, HI 96712
General Bequests: $300,000.00
Tangible Personal Property
Distributed under Memorandum:
$400.00
Nephew
$300,400.00
8 John E. Hershey
29410 N. Regal Road
Chattaroy, WA 99003
Tangible Personal Property
Distributed under Memorandum:
$1,465.00
Brother
$1,465.00
9 John M. Hershey
9627 FM1161
Egypt, TX 77436
Tangible Personal Property
Distributed under Memorandum:
$2,575.00
Nephew
$2,575.00
10 Suzanne W. Hershey
7704 Ivy Street
Pittsburgh, PA 15232
General Bequests: $300,000.00
Tangible Personal Property
Distributed under Memorandum:
$643.00
Cousin
$300,643.00
11 Vickie S. Hershey
29410 N. Regal Road
Chattaroy, WA 99003
Tangible Personal Property
Distributed under Memorandum:
$6,260.00
Sister-in-law
$6,260.00
Estate of: A. Arlene Hershey
Item
No.
2
3
4
104-14-5453
Schedule J Part 2 (Page 2)
Description
Amount
Harrisburg Symphony Association
800 Corporate Circle
Harrisburg, PA 17110
12.5% Residue
$51,161. 01
Homeland Center
1901 North 5th Street
Harrisburg, PA 17102-1510
12.5% of Residue
$51,161. 01
Market Square Presbyterian Church
20 South Second Street
Harrisburg, PA 17101-2040
25% of Residue
$102,322.01
A. ARLENE HERSHEY
SSN: 104-14-5453
INDEX
PENNSYLVANIA INHERITANCE TAX RETURN
EXHIBIT SCHEDULE OF RETURN DESCRIPTION
A Copy of Will of A. Arlene Hershey
B Copy of First Codicil to Will of A.
Arlene Hershey
C Copy of Memorandum for specific
bequests of Tangible Personal
Property
D B&E Copy of valuation of Smith Barney
Account No. 724-18259-13
E E Copy of valuation Kelley Blue Book
Value
F E Copy of valuation of Fulton Bank
G E Copy of appraisal of Cordier Antiques
H E Copy of sales receipts from public
sale by Cordier Antiques
00415523.1
LAST WILL AND TESTAMENT
OF
A. ARLENE HERSHEY
I, A. ARLENE HERSHEY, of 517 Gale Road, Camp Hill, Cumberland County,
Pennsylvania, do hereby make, publish and declare this to be my Last Will and hereby revoke
all prior Wills and Codicils made by me.
ITEM I.
I direct that all my just debts and funeral expenses be paid out of my
residuary estate as soon as practicable after my death.
ITEM II. I give to DONALD L. HERSHEY, of P. O. Box 212, Berwyn,
Pennsylvania 19312, the sum of TWENTY FIVE THOUSAND DOLLARS ($25,000.00),
if he survives my death by thirty (30) days.
ITEM III. I give to MRS. JANE BACHMAN, of2017 Bellevue Road, Harrisburg,
Pennsylvania 17104, the sum of TEN THOUSAND DOLLARS ($10,000.00), if she survives
my death by thirty (30) days.
ITEM IV. I give and bequeath certain items of tangible personal property that are
solely owned by me at the time of my death and that are identified in any separate writing
directing distribution thereof after my death which is dated and is signed by me at the end
thereof, to those persons designated in such separate writing who survive my death by thirty
(30) days. If any item of tangible personal property is identified in more than one separate
writing, I direct that, unless stated to the contrary, the separate writing bearing the last date
shall govern the disposition of such item.
ITEM V.
All tangible personal property not distributed or assigned in this Will or
in a writing referred to in Item N. hereof shall be sold at public auction, with proceeds to be
added to the gross estate. However, members of my family shall be given an opportunity,
prior to said public auction, to purchase items at their appraised value, with such proceeds to
be added to my residuary estate.
ITEM VI.
I direct that the expense of pacldng, shipping, insuring and delivering any
tangible personal property to a beneficiary entitled thereto shall be paid by my Executor as an
administrative expense of my estate.
ITEM VII. I give, devise and bequeath that amount which corresponds to the
applicable exemption equivalent of the unified credit as provided from time to time in the
Federal Estate Tax provisions of the Internal Revenue Code (said amount being $675,000 as
2
of this date) to such of the following nieces and nephews of mine, who survive my death by
thirty (30) days, in equal shares:
A. My nephew, IAN HERSHEY, 70 New Paltz Road, Highland, New York 12528;
B. My niece, CAROLINE HERSHEY, 41 Hummel Road, New Paltz, New York
12561 ;
C. My niece, AMANDA ARLENE HERSHEY, 4794 Heritage Way, Flagstaff,
Arizona 86004;
D. My nephew, JASON JOHN HERSHEY, son of my brother, Dr. John
Hershey, of Spokane, Washington.
The share of any of the foregoing who fails to survive my death by thirty (30)
days shall be paid among the other legatees named hereinabove in equal shares.
ITEM VIII. I give, devise and bequeath all the rest, residue and remainder of my
e~tate, of whatever nature and wherever situate, as well as all assets over which I have power
of appointment, the following shares, to the following organizations:
A. Fifty percent (50%) to the EASTMAN SCHOOL OF MUSIC, Rochester, New
York, to be held as part of its endowment, with the income applied in the
3
discretion of the governing body of said school to provide scholarship aid for
needy vocal students;
B. Twenty-Five percent (25%) to the MARKET SQUARE PRESBYTERIAN
CHURCH, Harrisburg, Pennsylvania, to be used specifically for its Music Fund,
as determined in the discretion of the governing body of said church;
C. Twelve and one half percent (12%%) to the HARRISBURG SYMPHONY
ASSOCIATION, Harrisburg, Pennsylvania, to be used to underwrite or
contribute to the cost of an annual concert or concerts featuring a prominent
and accomplished vocal performer or performers, as well as other programs
related to vocal music, as determined in the discretion of the governing body of
said organization;
D. Twelve and one half percent (121h%) to the HOMELAND CENTER,
Harrisburg, Pennsylvania, to be used to fund, or contribute to, the cost of
constructing a swimming pool for use of the residents thereof, provided,
however, that in the event construction of said swimming pool has not been
completed within two (2) years of my death, this gift shall lapse and this share
shall be paid to the other organizations entitled hereunder in equal shares.
With respect to each of the four (4) gifts recited hereinabove, I direct that the
share of any organization which is not exempt from federal income tax pursuant to Section
4
501(c)(3} of the Internal Revenue Code, or its successor, shall lapse, and shall be distributed
among the other organizations that are so exempt from tax in equal shares.
ITEM IX.
I hereby appoint WILSON C. EVERHART, JR., of Camp Hill,
Pennsylvania, as Executor (the "Executor"), ofthis my Last Will and Testament. In the event
of his refusal or inability to so serve, I then nominate and appoint JANE MURRAY, of
Enola, Pennsylvania, to serve in the capacity of executor, with all power and authority as
vested in my Executor originally appointed.
ITEM X. I direct that my Executor shall not be required to give bond or post any
other security for the faithful performance of their duties in any jurisdiction.
ITEM XI. I give to any Executor named in this Will or any Codicil hereto in
addition to those powers given by law to fiduciaries in the Commonwealth of Pennsylvania,
as effective and as in effect on the date of my death, during the administration and until the
completion of the distribution of my estate, to be exercised in the sole discretion of my
Executor:
A. To retain any real or personal property which may be any time form part of
my estate, as long as they may deem advisable.
5
B. To invest in any real or personal property without restriction to legal
investments.
C. Generally to exercise all the rights of security holders of any corporation.
D. To sell at public or private sale, for cash or credit, with or without security.
E. To compromise claims.
F. To make distribution in kind.
ITEM XII. I direct that all estate, inheritance, succession and other death taxes,
and interest and penalties thereon imposed or payable by reason of my death with respect
to all property comprising my gross estate for death tax purposes, whether or not such
property passes under this Will, shall be paid from my residuary estate.
IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last
.' blc..~
~I .x ,cp/
Will and Testament, consisting of-s.e-ven-~) typewritten pages, this 2nd day of May, 2000.
/, . - - / ,- ./
v:.~.~
A. ARLENE HERSHEY ",/ '
/'
6
We, the undersigned, hereby certify that the foregoing Will was signed, sealed,
published and declared by the above-named Testatrix, A. ARLENE HERSHEY, as and for
her Last Will and Testament, in the presence of us, who at her request and in her presence
and in the presence of each other, have hereunto set our hands and seals the day and year
above written, and we certify that at the time of the execution thereof, the said Testatrix
was of sound and disposing mind and memory.
LA! - ,,/1
'- ,:,/'r; /- /U' 1/11"\./1 i /-,
~-t~. ;I./{f U..L!J I 1 L-';,~
; ! r
\.J
residing at
__.... 1...t. ",'"
;' ~f' I' ,---r'J -..'::i'!::."- t:- V---
vi ,. '''-''-'
residing at
,-" -n
'--(I Lh;>,' .JL-,-.
.~ ~J..-,. ~ t...t. .
(~ -
L;r.-itO /J.t~(?
V" ' v
{. ,," '.
~. J (I. l.
;, -=---
e I
-~IJ - I.
;a' . ,r'!1Jl ~-
, ...J';nq.k!Jt.1 v; \ ~~"
PA !7{:;?/f
f'" . t
7
COMMONWEALTH OF PENNSYLVANIA
SS.
COUNTY OF DAUPHIN
We, theTestatrix,A. ARLENE HERSHEY, and R,bfipf2. Jo.tJl:s , and
iJ,"JA t.,'t? ,M. kn-r 2JAA.U , the witnesses, respectively, whose names are
signed to the foregoing instrument, being first duly sworn, do hereby declare to the
undersigned authority that the Testatrix signed and executed the instrument as her Last Will
and that she had signed willingly, and that she executed it as her free and voluntary act for
the purposes therein expressed, and that each of the witnesses, in the presence and hearing
of the Testatrix, signed the Will as witness and that to the best of his;her lmowledge the
Testatrix was at that time eighteen years of age or older, of sound mind and under no
constraint or undue influence.
Q.c~ ,--d" JZJ2-R-I' /
A. ARLENE HERSHEY ~~--~r
i : <.., I
, ."/)[LL,-L"''''i,j.~_, \"(f\\.ff-\__
Witness \.
.r\ '-J
~,~1Ji (}~ ~1F~'~-n/
Witlless ~
Subscribed, sworn to and aclmowledged before me by the Testatrix, A. ARLENE
HERSHEY, and subscribed and sworn to before me by l:)tl t:w) ~ To {I e,"'j
and~.c''''''~ {'c'..., ~\-z:.-y.....cY'~\ , witnesses, this 2nd day of May, 2000.
~"--"v~ill ('("\ .
Notary Putf. c
~
i \
(SEAL)
43223,2
Notarial Seal
Nancy M. Snavely, Notary Public
Harrisburg, Dauphin County
My Commission Expires Oct. 1, 2002
Member, Pennsylvania Association 01 Notaries
8
FIRST CODICIL
TO THE WILL OF
A. ARLENE HERSHEY
I, A. ARLENE HERSHEY, of Camp Hill, Cumberland County, Pennsylvania, being of
sound and disposing mind, do hereby make, publish, and declare this to be a First Codicil to my
Last Will and Testament, dated May 2,2000 (my "Will").
ITEM 1.
I hereby amend Item VII of my Will to read as follows:
"ITEM VII. I give, devise and bequeath that amount which corresponds
to the applicable exemption equivalent of the unified credit as provided from time
to time in the Federal Estate Tax provisions of the Internal Revenue Code (said
amount being $1,000,000 as of this date) to such of the following, nieces,
nephews, and cousin of mine, who survive my death by thirty (30) days, in equal
shares:
A. My nephew, ,IAN HERSHEY, 70 New Paltz Road, HigWand,
New York 12528;
B. My niece, CAROLINE HERSHEY, 41 Hummel Road, New
Paltz, New York 12561;
C. My niece, AMANDA ARLENE HERSHEY, of New Paltz, New
York;
D. My nephew, JASON JOHN HERSHEY, son of my brother, Dr.,
John Hershey, of Spokane, Washington; and
E. My cousin, SUZANNE HERSHEY, 704 Ivy Street, Pittsburgh,
Pennsylvania 15232.
The share of any of the foregoing who fails to survive my death by
thirty (30) days shall be paid among the other legatees named hereinabove in
equal shares.
ITEM II.
In all other respects, I hereby ratify, confi~ and republish my Last Will
and Testament, dated May 2, 2000, together with this First Codicil, as and for my Last Will and
Testament.
IN WITNESS WHEREOF, I have hereunto set my hand and seal to this First Codicil to
my Last Will and Testament, consisting of two (2) typewritten pages, this ~1~ day of June,
2003.
a _ CL4-/?~- ~j> r. __ ' ~)
A. ARLENE HERSHEY /~
('
We, the undersigned, hereby certify that the foregoing First Codicil was signed, sealed,
published, and declared by the above-named Testatrix, A. ARLENE HERSHEY, as and for a
codicil to her Last Will and Testament, dated May 2,2000, in the presence of us, who at her
request and in her presence and in the presence of each other, have hereunto set our hands and
seals the day and year above written, and we certify that at the time of the execution thereof, the
said Testatrix was of sound and disposing mind and memory.
Wit (J ,~{ ~ 1- residing at
Va.u: (~,) ILvl/lfltr
C/ (/
residing at
'Z s ((" ~t- E A(;,&
F
C4~P 1Irc-c- ~f7 (7off
,
I . ~ t _j'1j} J -
..;((0-:; 0 .~'U.v~ i-It Lt" (;I-?'vt",V
~-r . ['\v'~ --- ~
C-pu'A t( '{-'l-t I 70;;;2'-::::,
___.___~__n__________________ __ ---.------------- ---.-------,---------- -...-----~,--..---.-- -,------ -,----
COMMONWEALTH OF PENN8YL VANIA
88.:
COUNTY OF
We, the Testatrix, and LVjl.~DrJ c. (VG,e44-f2..('J,if.and ....SCilA-<2. L. /l''ll,l1.rv-?lif , the
witnesses, respectively, whose names are signed to the foregoing instrument, be1:bg fIrst duly
sworn, do hereby declare to the undersigned authority that the Testatrix signed and executed the
foregoing instrument as a First Codicil to her Last Will and Testament, that she had signed
willingly, that she executed it as her free and voluntary act for the purposes therein expressed,
that each of the witnesses, in the presence and hearing of the Testatrix, signed the First Codicil as
witness, and that to the best ofhislher knowledge the Testatrix was at that time eighteen years of
age or older, of sound mind, and under no constraint or undue influence.
11ifee7(
Witness
n -(7
\V}ltu:..r:. ,/1./vGVV;tCl
,~itness U'
Subscribed, sworn to and acknowledged before me by the Testatrix, A. ARLENE HERSHEY,
and subscribed and sworn to before me byWds(J/') t2.Evcrlltvf and
~1~ E. Mu.JrtLj , witnesses, this Sf-h day of June, 2003.
22KZO 1 !
tit ./v I/l..
't f). ~I\. f1.At..!. JY\:j~ A rU0
Notary Public
Notarial Seal
(SEAL) M. Darlene Richter, Notary Public
Lower Allen Twp.. Cumberland County
My Coo1rrission Expires Oct. 31 , 2006
Member, Pennsylvania Association Of Notaries
OCT-19-2005 14:54
PMD INC FAX 717 795 1940
P.02
'-
I, Arlene Hershey, bequeath the following items to the following relatives and friends on
this date. Changes can be made as subsequently recorded and dated.
u-roline (Callie) Hersbev:
. Barrister book cases (8units) including the books Withhl
. Baby grand piano
. Windsor-back dark wooden chair
. China closet
an Hershey
. .Walnut dining room table and all cane seated chairs
. Noritake China
. Tea Wagon
. Host and Hostess upholstered Chairs
. Victorian four door dresser (walnut)
. Upholstered arm chairs (2)
Amanda Hershev
. Carved Hong Kong Teakwood Chest
. Nymphenberg China
. 12 long stemmed cut glass goblets
. great gtandmotheF's jeUy cupboard
. Car (Saturn) when 1 have concluded use of it
. Nested Teak-vv-ood Tables
D.gnaldHfl"Sh~
. The wooden chair wilh Shield Back
. The wooden chair with arms & tole painting
. The heavy wooden kitchen chair with arms
. The TV, VCR music system, all records, CD'g and Videos
. Three standing floor lamps
Jason Hershev
. Walnut tab1e with two drop leaves and drawer
. '1 drawer dreS3ef' '.vita. mirrof' ~\ U I 'i,R \ 0 ...t~
1
DCl -19-21211215 14: 54
PMD INC FAX 717 795 194121
P.12I3
J\}-or OISTf<.10IA ~6
Pf2...0{!CtQ..'l'-( 0 1~(:"'LAI n'1l.=[)
John Michael Hershev (Jake's son)
. \Valllut Wardrobe (armoire)
. High standing Chest of Drawers
· Wooden tool box and tools
John Hershey
. Two Victorian Upholstered Chairs
. The pedestal Table
. Camel Saddle
. The oak Table with tvlO drawers used as desk
. Oak FlIe cabinet with side door
· Wing back upholstered Chair
Vickie Hershev
. Hepplewhite chest of drawers
Suzsnne Her~hn .
. 2 (two) gold bracelets
. diamond bracelet watch
. "horse shoe nail" gold ring
James Clifton (Colorado Attorney)
. The Zebra Hide
,..,
OCT-19-2005 14:54
PMD INC FRX 717 795 1940
P.04
Sandy FOl"8vthe (my friend and domeStic helper)
. Bed
. Bureau
. Marble Top Table
· Wash Stand
The winner of the familv backiamm~n ~omJ)etition;
. Backgammon table designed and worked by me_
DlbT~t€:>UTt::'() j-O UlGl<IC 1-\~6HE:Y
SMITH BARNEY.....
cltlgroupJ
Balances
As of 10/14/2005
A Arlene Hershey
517 Gale Road
Camp Hill PA 17011-2029
Prepared by MARll.. YNN KANENSON
717-780-1777
Acct No. 724-18259-13
MARKET VALUE
% OF ASSETS
CASH ACCOUNT BALANCE
__. .._._._ ~._ u__ ___, .__. _
. _ _ 4,39g,9_S._
0.12
INCOME ACCOUNT BALANCE
32.92
0.01
BANK DEPOSITS
22,072.99
1.09
STOCKS
963,207.13
47.39
PREFERRED STOCKS
202,406.80
9.96
CLOSED END FUNDS
164,944.45
8.12
FIXED INCOME
195,555.75
9.62
MUTUAL FUNDS
464,260.07
22.84
UNIT TRUST
17,431.75
0.86
TOTAL ACCOUNT VALUE
2,032,308.81
100.00%
.. % of Assets reflects account balances as a percentage of long position & cash rounded to the nearest hundredth. As a result the total may not equal 100%.
The above summary/prices/quotes/statistics have been obtained from sources believed reliable but are not necessarily complete and cannot be guaranteed.
The information contained in monthly account statements and confirmations reflects all transactions processed by Smith Barney, and as such supersedes all
other reports for financial and tax purposes. Smith Barney is a division and service mark ofCitigroup Global Markets Inc. Member SIPc.
Independent, third-party research on certain companies covered by the firm's research is available to clients of the firm at no cost. Clients can access this
research at www.smithbarney.com or can call 1-866-836-9542 to request that a copy of this research be sent to them.
Citigroup Investment Research's research ratings are displayed within the Research Rating column in 'Holdings'.
Page 1
SMITH BARNEY....
cltlgroupJ
Holdings
As of 10/14/2005
A Arlene Hershey
517 Gale Road
Camp Hill P A 17011-2029
Prepared by MARll.. YNN KANENSON
717-780-1777
Quantity Sym/CDSIP
22,072.99 #BDP
508.81 ANBPRC
400.42 AGN
442.12 MO
2,16}-.7J APX---
408.45 ADP
20.00 BRKB
864.68 BPL
541.18 C
1,162.76 CPRS
401.46 NYVTX
8,438.10 PTPAX
612.29 DQC
16,530.70 FULT
2,132.43 GE
1,014.76 GEC
400.00 GAR
1,336.11 GSK
469.23 FRBAX
10.00 HRCR
200.84 HSY
202.86 HD
511.52 INTC
410.62 JNJ
2,516.62 MIGFX
200.00 MHS
449.75 MRK
Research
Rating
Description
BANK DEPOSIT PROGRAM
*** ABBEY NATIONAL PLC PFD
ALLERGAN INC 2M
ALTRIA GROUP INC 1H
- APEX-MUN"" FDWc- ---...- ..- o-.._p___" - --- -- -- -- -.
AUTOMATIC DATA PROCESSING INC. 3M
BERKSHIRE HATHAWAY INC CLASS B
BUCKEYEPARTNERSLP 2L
CITIGROUP INC
CITIGROUP CAP IX TRUPS 6.00%
DAVIS NEW YORK VENTURE FUND
DREYFUS PREMIER STATE MUNI BD
DUQUESNE LIGHT CO 6.7%
FULTON FINANCIAL CORP-P A 3L
GENERAL ELECTRIC CO 1L
GENERAL ELEC CAP CORP PINES
GEORGIA POWER 5.70%
*** GLAXOSMITHKLINE PLC SP ADR 1L
JOHN HANCOCK REGIONAL BANK FD
HERSHEY CREAMERY CO
HERSHEY COMPANY 2M
HOME DEPOT INC 1L
INTEL CORP 1M
JOHNSON & JOHNSON 1L
MASS INVESTORS GROWTH STOCK
MEDCO HEALTH SOLUTIONS INC
MERCK & CO INC 2M
Acct No. 724-18259-13
Price
1.000
25.830
87.410
70.660
n --9.-3-f<f
43.110
2,787.000
45.050
45.040
24.670
31.710
16.050
25.550
15.940
34.340
25.290
25.000
51.670
39.840
2,205.000
55.920
38.410
23.230
63.700
12.160
53.210
27.160
Market Value
22,072.99
13,142.56
35,001.15
31,240.88
20,144.41
17,608.51
55,740.00
38,953.88
24,375.04
28,685.42
12,730.36
135,431.55
15,644.12
263,499.37
73,227.97
25,663.28
10,000.00
69,037.03
18,694.44
22,050.00
11,231.14
7,791.91
11,882.64
26,156.81
30,602.16
10,642.00
12,215.29
The above summary/priceslquotes/statistics have been obtained from sources believed reliable but are not necessarily complete and cannot be guaranteed.
The information contained in monthly account statements and confirmations reflects an transactions processed by Smith Barney, and as such supersedes an
other reports for financial and tax purposes. Smith Barney is a division and service mark of Citigroup Global Markets Inc. Member SIPC.
Independent, third-party research on certain companies covered by the firm's research is available to clients of the firm at no cost. Clients can access this
research at www.smithbamey.com or can can 1-866-836-9542 to request that a copy of this research be sent to them.
Citigroup Investment Research's research ratings are displayed within the Research Rating column in 'Holdings'.
Page 2
SMITH BARNEY.... A Arlene Hershey
cltlgroUpJ 517 Gale Road
Holdings Camp Hill P A 17011-2029
As of 10/1412005
Prepared by MARlL YNN KANENSON
717-780-1777 Acct No. 724-18259-13
Research
Quantity SymlCUSIP Description Rating Price Market Value
880.21 MWR MORGAN STANLEY CP TR III 6.25% 24.510 21,574.01
25.00 MITMS202P A UTS MUNICIPAL INVT TR FD #202M 589.360 14,734.00
6,822.62 MPA MUNIYIELD P A FD 15.390 105,000.16
600.00 ORCL ORACLE CORP 2H 12.310 7,386.00
.. 5.00- PIMBT5Q- UNITS PENNINSD MUN BD-# 5 Q- - ~.- - - .-- -"_.- -
72.000 360.00
15.00 PIMBT54S UTS PENN INSD MUN INCM # 54 S 155.850 2,337.75
647.36 PFE PFIZER INC 2M 24.320 15,744.00
467.41 PBF PIONEER TAX ADVANTAGED 3M 12.260 5,730.48
655.19 POH PUBLIC SVC CO OKLA 6.0 25.260 16,550.27
400.00 PSAPRT PUBLIC STORAGE 7.625% 25.620 10,248.00
610.73 RBSPRF *** ROYAL BK SCOTLAND 7.65%PFD 26.530 16,202.83
436.62 CLD SAN DIEGO CALIF PENSION OBL 25.180 10,994.15
17,323.03 #SBP AA SB PENNSYLVANIA PORT CL A 12.690 219,829.26
593.35 #SBTFA SB TECHNOLOGY CL A 3.940 2,337.81
673.18 #SBHF A SB HEALTH SCIENCES CL A 12.900 8,684.07
1,400.00 TPP TEPPCO PARTNERS L P UNIT L.P. 1L 38.900 54,460.00
516.41 NZT *** TELECOM CORP NEW ZEALAND 1M 32.930 17,005.48
1,517.53 TEPLX TEMPLETON GROWTH FUND CLASS A 23.690 35,950.42
100.26 TWX TIME WARNER INC 8Z 18.000 1,804.83
800.00 USBPRC USB CAPITAL IV 7.35% 25.860 20,688.00
2,421.42 VPV V AN KAMP AMER CAP P A VAL MUN 14.070 34,069.40
3,345.94 VZ VERIZON COMMUNICATIONS 2M 29.900 100,043.68
211.04 YORW YORK WATER CO 22.240 4,693.69
1,117.00 RYDBF *** ROYAL DUTCH SHELL PLC, 2L 31.901 35,633.41
1,554.00 SCPWF *** SCOTTISH PWR PLC SHS -GBP 2M 10.156 15,782.42
509.56 XLPRA *** XL CAPITAL LTD PFD SER A 25.540 13,014.16
The above summary/priceslquotes/statistics have been obtained from sources believed reliable but are not necessarily complete and cannot be guaranteed.
The information contained in monthly account statements and confirmations reflects all transactions processed by Smith Barney, and as such supersedes all
other reports for financial and tax purposes. Smith Barney is a division and service mark ofCitigroup Global Markets Inc. Member SIPC.
Independent, third-party research on certain companies covered by the firm's research is available to clients of the firm at no cost. Clients can access this
research at www.srnithbamey.com or can call 1-866-836-9542 to request that a copy of this research be sent to them.
Citigroup Investment Research's research ratings are displayed within the Research Rating column in 'Holdings'.
Page 3
~ITHBARNEY_
cltlgroUpJ
Holdings
As of 10/14/2005
A Arlene Hershey
517 Gale Road
Camp Hill PA 17011-2029
Prepared by MARILYNN KANENSON
717-780-1777
Acct No. 724-18259-13
Quantity SymlCUSIP
15,000.00 003554PK20BO
Description
ABINGTON PASCH DIST
Coupon 5.25% Pre-Ref 04/01106 ~100.
Accrued Int. $28.43
Research
Rating
Price Market Value
101.101 15,165.15
25,000.00 458436KH40RO INTERBORO SCHDISTPADELAWARE
Coupon 5.375% Pre-Ref 08115/07 ~100
Accrued Int. $220.22
104.044
26,011.00
25,000.00 017357QK30RO ALLEGHENY CNTY P A SAN AUTH SWR
Coupon 5.375% Pre-Ref 12/01/07 @102
Accrued Int. $496.44
106.240
26,560.00
25,000.00 528174FT70RO LEWIS BURG P A AREA SCH DIST
Coupon 5% Mature 03/15/12
Accrued Int. $100.69
10,000.00 230614AZ20RO CUMBERLAND CO PA MUN AU REV
Coupon 6% Mature 12/01/17
Accrued Int. $221.66
25,000.00 074851KV70RO BEAVER CNTY P A RFDG
Coupon 5.3% Mature 10/01/26
Accrued Int. $47.84
15,000.00 663540GUOOBO NORTHAMPTON CO PA HGHR ED AU
Coupon 5% Mature 11101/27
Accrued Int. $339.58
15,000.00 717813BY40BO PHILADELPHIAPAGENOBLIG
Coupon 5% Mature 03/15/28
Accrued Int. $60.41
20,000.00 70917NL V40BO PENNSYLVANIA ST HIGHER EDL
Coupon 5% Mature 07/15/31
Accrued Int. $247.22
15,000.00 717893MU20BO PHILADELPHIA PA WTR & W ASTEWTR
Coupon 5% Mature 11/01/31
Accrued Int. $339.58
100.823
25,205.75
101.279
10,127.90
103.073
25,768.25
102.763
15,414.45
102.281
15,342.15
102.701
20,540.20
102.806
15,420.90
CASH ACCOUNT BALANCE 2,396.95
INCOME ACCOUNT BALANCE 32.92
TOTAL ACCOUNT VALUE 2,032,308.81
11le above summary/prices/quoteslstatistics have been obtained from sources believed reliable but are not necessarily complete and cannot be guaranteed.
11le information contained in monthly account statements and confirmations reflects all transactions processed by Smith Barney, and as such supersedes all
other reports for financial and tax purposes. Smith Barney is a division and service mark ofCitigroup Global Markets Inc. Member SIPC.
Independent, third-p~rty research on certain companies covered by the firm's research is available to clients of the firm at no cost. Clients can access this
research at www.smlthbamey.com or can call 1-866-836-9542 to request that a copy of this research be sent to them.
CitigrouP Investment Research's research ratings are displayed within the Research Rating column in 'Holdings'. Page 4
-
Kelley Blue Book Values
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1996 Saturn SL1 Sedan 40
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Engine: 4-Cyl. 1.9 Liter
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Mileage: 40,000
Equipment:
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Value
Condition: Excellent
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needs no reconditioning. This vehicle has never had any paint or body work and is free of rust. The
vehicle has a clean Title HistQ['i and will pass a smog and safety inspection. The engine
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also has complete and verifiable service records. Less than 5% of all used vehicles fall into this
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5/1912006
MAY. 19.2006 (FRI) 13: 16 FULTON COMM CREDIT
1 717 291 2639
PAGE. 2/2
Fulton Bank
LISTENING.
January 3, 2006
Goldberg Katzman
320 Market Street
Strawbeiry Square
P.O. Box 1268
Harrisburg, Pennsylvania 17108
Dear Mr. Katzman:
RE: A. Arlene Hershey, deceased October 14,2005
In response to your recent inquiry concerning the accounts maintained in the name of
the decedent, please be advised that the following accounts were open a(the date of death:
Visa # 4756211009010092, open May 1982, credit limit $12,700.00,
date of death balance owing $416.35, in her name only.
Checking # 1068-31344, open 8/29/1982, balance $10,240.72. Wilson
C. Everhart, Jr., as Power of Attorney.
Money Market # 9900-28456, open 1/10/1983, balance $1,032.21
and accrued' interest $ .61. Wilson C. Everhart, Jr., as Power of Attorney.
If you should have any further questions, please do not hesitate to contact me at (717)
291-2437.
~uNFI o Ef'J""fIAL
Very truly yours,
~~'ha.o.'
Karen D. Hillegas
Credit Inquiry Processor
.~~ Info-rrn8tifm is furnished as a matter {jf busrnes[
IHl9Wer to yoor itlquiry, and is for your confidential
, resp~nsjbm~ is assumed by thi~ bank or any of it:.
..' unlAlOn herein ex.pfessed is subiect to change y,tith".
POBox 4887
lancaster, PA 17604
fultonbank.com
1-800.FULTON"4
IER
Appraisal
Report
The Estate of Alice Arlene Hershey
517 Gale Road
Camp Hill, Pennsylvania 17011
Prepared for:
Wilson Everhart, Executor
5020 Ritter Road
Suite 211
Mechanicsburg, Pennsylvania 17055
Prepared by:
David J. Cordier
Cordier Antiques & Fine Art
2151 Market Street
Camp Hill, Pennsylvania 17011
Phone: (717) 731-8662
Fax: (717) 731-9830
Me~ber: Certified Appraisers Guild of America
Table of Contents
Title Page
Table of Contents
Summary
Analysis
Conditions of Appraisal
Certification
Purpose of Report
Method of Valuation
Definition of Value
Basis of Appraisal
Description
Appraiser Qualifications
Value Listings
1
2
3
4
5
5
6
6
6
6
6
7
Appendix A
Page: 2 of 18
Summary
On November 1, 2005, at the request of Wilson Everhart, I personally inspected the assets of
Estate of Alice Arlene Hershey, 517 Gale Road, Camp Hill, Pennsylvania.
Value
Fair Market Value
The Fair Market Value for the property in total is:
$39,501.00
This is not the appraisal report. The appraisal report must be read in its entirety.
Page: 3 of 18
Analysis
Analysis
All items in excellent condition unless otherwise noted in Appendix.
Page: 4 of 18
Conditions of Appraisal
The value stated in this Appraisal Report is based on the best judgment of the appraiser given the
facts and conditions available at the date of the valuation.
The use of the report is limited to the purpose of determining the value of personal property for
Estate Tax purposes.
Any additional research or testimony required by the client or the court will be billed at the
current rates.
Disclosure of the contents of the report is governed by the Standards and Practices of the
Certified Appraisers Guild of America.
Certification of Report
No prohibited fee was assessed for this report.
David J. Cordier of Cordier Antiques & Fine Art has successfully completed the personal
property appraiser certification program with the Certified Appraisers Guild of America and is a
member in good standing. This report was prepared in accordance with the Uniform Standards
of Professional Appraisal Practice and with the Standards and Practices of the Certified
Appraisers Guild of America which has review authority of this report.
David J. Cordier has personally examined the subject property. The statements of fact contained
in thi report are true and correct to the best knowledge and belief of the appraiser.
Page: 5 of 18
Purpose of the Report
The purpose of this report is to determine the value for Estate Tax purposes for Wilson Everhart,
Mechanicsburg, Pennsylvania.
Method of Valuation
The method of valuation used for this appraisal is the Fair Market Value.
Definition of Value
Fair Market Value
Under the United States Treasury regulation 1.170-1 c Fair Market value is defined as:
The price at which the property would change hands between a willing buyer and a willing seller,
neither being under compulsion to buy or compulsion to sell and both having reasonable
knowledge.
Basis of Appraisal
Valuation Date
The date of valuation for determining the value estimation is November 21, 2005.
Date Appraisal Conducted
This appraisal was conducted on November 1,2005.
Limitations of Property
There were no limitations on use or disposition of this property.
Description
An itemized list with descriptions is in Appendix A.
Page: 6 of 18
David J. Cordier
Cordier Antiques & Fine Art
2151 Market Street
Camp Hill, Pennsylvania 17011
Phone: (717) 731-8662
Fax: (717) 731-9830
Education & Special Trainine
David Cordier of Cordier Antiques & Fine Art has successfully completed the personal property
appraiser certification program with the Certified Appraisers Guild of America.
Mr. Cordier attended the "Winter Institute" at Winterthur Museum in Wilmington, Delaware, a
three week graduate level program on American Decorative Arts. David has also participated in
programs such as Penn State's "The Arts & Decorative Arts in Pennsylvania" and The New York
Silver Society's "Conference On Silver" in New York City. Mr. Cordier also holds a Masters in
Business Administration from Penn State.
Professional Membership
David Cordier is a member in good standing of the Certified Appraisers Guild of America, the
Antiques and Collectibles Dealers Association, Inc., and the Capitol Region Antiques Dealers
Association. He is also a member of the Antiques Dealers Association of Pennsylvania and the
National Association of Watch and Clock Collectors.
Experience
David J. Cordier is co-owner of Cordier Antiques & Fine Art located in Camp Hill, P A.
Established in 1984 Cordier Antiques & Fine Art specializes in the purchase and sale of antiques
and art, estate liquidations and certified appraisals of antiques and personal property. David
Cordier has been an antiques and jewelry dealer since 1980 and an appraiser since 1990.
David Cordier has conducted appraisal clinics for such organizations as The Harrisburg Area
Community College's Older American Days; The Questers; Rohrer Bus Antiquing Road Show
Tour; Millersburg Historical Society; Friends of Fort Hunter; West Shore Country Club and The
Friends of the Pennsylvania State Museum.
Mr. Cordier writes a bi-weekly feature column, "Eye On Antiques", for Harrisburg's daily paper,
The Patriot-News, which focuses on antiques and related events in central Pennsylvania.
Cordier Antiques & Fine Art is an underwriter of The Antiques Road Show on WITF, public
television.
Page: 7 of 18
Appendix A
Fair Market Value
Living Room
1. $650.00 Grand piano. 56" x 65". Lester Piano Company, Philadelphia and
Lester, PA. "ill" on frame. Finish rough. With bench. Circa
1920-30's.
2. $300.00 Woodblock prints, two. Each 16" x 11". 1) Bamboo Woods 2) Misty
Day in Nikko. Both signed "Hiroshi Yoshida". Trimmed margins.
Japanese. 20th century.
3. $250.00 Ancestral painting scroll. 41"x21". Womaninrobe. Chinese. 19th
century .
4. $250.00 Ancestral painting. 36" x 17". Man on throne. Chinese. 19th century.
In modem gold frame.
5. $50.00 Covered glass animal dishes, two. One 9" and one 6". Both with minor
chipping.
6. $250.00 Chest. 39" x 21" x 22". Heavily carved with scenery and figures.
Camphor wood. Chinese. Circa 1920-1940.
7. $100.00 Nesting tables, set of three. Tops 14" x 20". Carved top borders and
skirts. Walnut. With small table of like design. Chinese. Circa 1940.
8. $200.00 Chairs, set of two. Gentleman's armchair and ladies chair. Walnut
frames with toile floral upholstery (wear). Victorian. Circa 1890.
9. $200.00 Coffee table. 35" x 21" x 19". Backgammon game inside. Walnut.
Chinese taste. 20th century.
10. $800.00 Carpet. 9' x 11'. Hand knotted Oriental. Cloth label "Made in Iran".
Meshad. Circa 1960-70.
11. $300.00 Carpet. 4'6" x 6'6". Hand knotted Oriental. Cloth tag.
12. $200.00 Windsor chair. Seat 15" x IS" by 33" high. Bamboo turned.
Refinished, repairs. Circa 1830-1840.
13. $100.00 Dining side chairs, three. Walnut with wicker seats. Circa 1890.
14. $125.00 Table. 16" x 16" x 30". Machine carved skirt. One shelf. Mahogany.
Page: 8 of 18
-'-===.~~
RefInished. Circa 1890.
15. $800.00 Game table. Top 34" x 17" x 29" high. Carved skirt and pedestal base.
Paw feet. Mahogany. RefInished. Circa 1840.
16. $50.00 Love seat. Curved arms. Barrel back style. Light green upholstery.
Modem.
17. $75.00 Wingback chair. Colonial style. Machine needlepoint upholstery,
worn/soiled. Queen Ann style front legs. Circa 1940.
18. $100.00 Commode. 16" x 16" x 17". Walnut box with lift lid. Circa 1880.
19. $4,500.00 Chest of drawers. 42" x 21" x 40". Three over three graduated drawers.
Top center drawer with fan inlay. Line inlay overall. French feet with
shaped skirt. Stamped brass pulls. Cherry. Repairs, old refInish.
American. Circa 1800-1810.
20. $75.00 Tea cart. 18" x 28" x 28". Glass tray top. Drop sides. Mahogany.
Circa 1940.
21. $200.00 Painting. 7-1/2" x 14". Oil on canvas. Still life of eggs. Signed "Henry
Libhart January '64". Label verso from "The Reading Public Museum
and Art Gallery 40th Annual Regional Exhibition Libhart, Henry M. Mt.
Joy Pike Marietta P A Still Life Eggs".
22. $150.00 Armchairs,pair. Each31"x41". Square tapered wood legs. Rolled
arms. Square back in yellow upholstery with quilted floral decoration.
Circa 1940.
23. $200.00 Table, drop leaf. 26" x 45" with two 14" drop leaves. Walnut. Circa
1890.
24. $1,200.00 China cabinet. 56" x 19" x 60". Flat top, side columns, claw feet. Two
doors with Gothic fretwork (overlaid). Light mahogany fInish.
RefInished. Circa 1890.
25. $425.00 Ivory carvings, 4 pieces. Includes 1) 8" cribbage board with Buddha
carved at top ($100) 2) 3-1/2" x 2" vase with reticulated sides ($100) 3)
9" carving reticulated ($100) 4) 2" mystery box on 6" stand ($125).
20th century.
26. $125.00 Bowl. 5" x 9". Pedestal type. Handpainted with grapes.. Signed "AC
Milbert Haviland France".
27. $100.00 Plate. 10". Dark blue transferware. Fishing scene. Clews
Staffordshire. 19th century.
Page: 9 of 18
28. $150.00 Figurine. 7". "The Clockmaker". Royal Doulton HN2279 Copr 1969.
29. $50.00 Candlesticks, pair. Each 9". Stylized satyr. Signed "LI 67 Danmark".
One with chip.
30. $400.00 Plates, six. Includes 1) 7" 2) 8" diameter scalloped edge 3) 2 pieces
8-114" scalloped edge stenciled 4) 2 pieces 9-114" (one with staple
repair). All multicolor Imari. Late 19th and early 20th century.
31. $400.00 Miscellaneous including wall decorations, decanters, linens, floor and
table lamps, knick knacks, etc.
32. $150.00 Armchairs, two. Wood arms and legs. Upholstered seats and backs.
Both circa 1920-1940.
33. $125.00 Vase, glass. 11-1/2". Ruby cut to clear. Cut with deer and trees.
Bohemian. Early 20th century.
Wedgwood Collection Dark Blue Jasperware
34. $125.00 Tea set, three pieces. Includes 6" tea pot, covered sugar and creamer.
"Wedgwood England". 20th century.
35. $90.00 Pitcher. 6". With metal swing cover. "Wedgwood England". 20th
century .
36. $60.00 Jardinier. 4-112" x 5". "Wedgwood Made in England". 20th century.
37. $60.00 Bowl. 2-112" x 5". "Wedgwood". 19th century.
38. $300.00 Vase, Portland. 7". "Wedgwood England". 20th century.
39. $350.00 Vase, cylinder pair. 6-3/4". "Wedgwood Made in England". 20th
century .
40. $250.00 Vasees, cylinder pair. 5-112". "Wedgwood Made in England". 20th
century .
41. $100.00 Jar with cover. 4-1/2". Slot for spoon. "Wedgwood". 19th century.
42. $35.00 Jar. 3-112". "Wedgwood". Probably missing lid. Small chip. 19th
century .
43. $40.00 Shaker. 3-1/2". Repousse silver top. "WedgwoodEngland". 20th
century .
Page: 10 of 18
44.
45.
46.
47.
Hall
48.
49.
50.
51.
Kitchen
52.
53.
54.
55.
56.
$65.00 Match box. 3-112". Domed top. "Wedgwood". Small imperfections to
rim. 19th century.
$35.00 Toothpick holder. 2". "Wedgwood Made in England". 20th century.
$25.00 Shot glass. 1-1/2". "Wedgwood Made in England". 20th century.
$25.00 Small jar. 2 fl. With lid. "Wedgwood". 19th century.
$125.00 Print. 18" x 14". On silk. Trees in snow landscape. Signed "Hans
Figura". Framed. Austrian. Circa 1898-1946.
$35.00 Print. 16" x 22". Stylized horse. Signed "Deats (indecipherable) '60".
Framed.
$65.00 Table. 16" x 25" x 21 fl. Single drawer. Spool spindles. Pine with dark
stain. Circa 1890.
$200.00 Mirror. 19" x 11 fl. Reverse painted tablet. Walnut frame with fluted
sides.
$600.00 Jelly cupboard. 44" x 18" x 47". Two drawers over two oval panel
doors. Shaped back splash. Poplar with dark finish. Refinished. 19th
century.
$650.00 Dinner service. Nymphenburg. Fond Blau pattern. Service for eight.
Includes eight 10" dinner plates, eight 8" salad plates, eight 7" plates,
eight cream soups with underplates, eight cups and saucers, eight
demitasse cups and saucers, eight 5" dessert bowls, three platters, coffee
pot, creamer and sugar, covered vegetable, serving bowl, gravy boat,
four bone dishes, four small serving pieces. Beaded edge with light blue
border.
$400.00 Table. 19" x 35" x 29" with two 8" drop leaves. Single drawer.
Tapered legs. Walnut. Early 19th century.
$125.00 Tool box. 17" x 9" x 9". One drawer. Lift lid with insert tray. Poplar.
19th century.
$240.00 Stemware, 12 pieces. Each 8" to 8-112". Cut to clear. Various colors.
20th century.
Page: 11 of 18
57. $40.00 Pitcher. 8". Cut glass. Circa 1920.
58. $850.00 Dinner service. Noritake. Dresala pattern. Includes 19 10" dinner
plates, 198" luncheon plates, 10 soup bowls, 176" dessert plates, 22 5"
bowls, 14 saucers, 17 cups, 2 lidded tureens, creamer and sugar set,
gravy boat, 2 serving platters, 10 cream soups with saucers, lidded sugar
bowl, serving bowl and eight fruit bowls.
59. $80.00 Table. 10" x 23" X 23". With round drop leaves. Gate leg. Mahogany.
Circa 1930.
60. $200.00 Silver ladle. 13". Engraved handle. Bowl with gold wash. Reverse
inscribed "March 29 1879". Sterling.
61. $150.00 Egg server. 12". Swivel dome top. Sheffield plate. Circa 1890-1910.
62. $150.00 Silver coffee set. Includes 12" oval tray, coffee pot, creamer and sugar.
Mexico Sterling.
63. $295.00 Silver articles. Includes 1) cigarette box "A. Hershey 1964" ($30) 2) 9"
oval tray ($20) 3) 5" shell dish ($15) 4) 7" bowl with geometric design
($35) 5) 11-1/2" oval serving tray ($65) 6) 9" square tray ($45) 7) 11"
oval fluted bread tray ($85).
64. $1,400.00 Dinner service, flatware. Wallace. Grand Colonial pattern. Includes 8
dinner knives, 6 individual butters, 8 dinner forks, 7 salad forks, 7 iced
tea spoons, 7 teaspoons, 8 soup spoons, 8 table spoons, 15 serving
pieces, carving set. All marked "Wallace Sterling".
65. $195.00 Miscellaneous sterling silver including 15 small serving pieces, two
boxed Siam sets (spoons with elephants and spoons with figures) and
Georg Jensen spoon.
66. $200.00 Spoon set, six. Twisted handles in fitted box. Engraved backs to bowls.
Dated 1876. Russian.
67. $175.00 Coin silver. Includes 1) tongs marked R. + W. Wilson (Phila), 19th
century 2) tongs marked "WB" (maker not identified) 3) two teaspoons.
68. $75.00 Tin. 12". Hershey's Chocolate Cocoa. 20th century.
Sitting Room
69. $300.00 Dresser. 44"x22"x36". Three drawers with carved pulls. Walnut.
Circa 1880.
Page: 12 of 18
70. $800.00 Bookcase. 50" x 12" x 39". Barrister type with four wide sections.
Oak. Circa 1920.
71. $400.00 Bookcase. 34" x 12" 59". Barrister type with four sections. Oak. Circa
1920.
72. $400.00 Writing desk. Top 50" x 31" by 29-1/2" high. Two drawers over single
shelf. Mission style. Circa 1910.
73. $200.00 Windsor side chair. Seat 16-1/2" x 16" x 37" high. Fan back. Oak
spindles, poplar seat and stretchers. Restored, refinished, repaired.
Circa 1830.
74. $150.00 Windsor side chair. Seat 16" x 16" x 36" high. Sack back. Oak back,
poplar seat. Dark stain overall. Refinished. Circa 1830.
75. $75.00 Ann chair. Seat 17" x 20" x 37" high. Paint decorated (not original).
Repaired seat. Poor condition. Circa 1830.
76. $300.00 Basket. 5" x 4". Geometric design. Native American. 20th century.
77. $200.00 Painting. 12" x 15". Oil on academy board. "By The Still Waters".
L.H. Bushong 1958.
78. $195.00 Miscellaneous furnishings including sofa, wing back chair, cabinets,
bookshelf, fIle cabinet, coffee table, camel saddle, green folding table,
floor lamp, table lamp.
79. $200.00 Miscellaneous including records, VCR tapes, compact disks, pictures,
Egyptian wall hanging, knick knacks, souvenirs, books not listed below.
80. $600.00 Zebra pelt. 66" x II" with tail. Age unknown.
81. $30.00 Stereo. Pioneer component set with floor speakers.
82. $50.00 Television. Toshiba 19" with VCR and DVD.
83. $900.00 Books. Includes 1) 6-1/2" x 4" leather bound Mennonite Ausbund
published by Christopher Sauer, Germantown, in 1752, back cover and
front page detached ($600) 2) 7" x 4" leather bound Biblische Historien
published in Harrisburg 1820, missing straps, spine losses ($150) 3)
5-1/2" x 3-1/4" leather bound The True and Blessed Way by John Herr,
published in Harrisburg 1816, water stains, staining ($150).
Page: 13 of 18
Bedroom
84.
85.
86.
87.
88.
89.
90.
91.
92.
93.
94.
95.
96.
97.
$450.00 Desk. 35" x 18" x 45". Two tambour doors with center door with eagle
inlay. Flip top writing surface over two drawers. Square tapered legs.
Line inlay overalL In the Federal style. Mahogany. Circa 1940.
$350.00 Washstand. 27" x13" x 29". White marble top with backsplash. Bun
feet with one drawer over two paneled doors. Applied carvings to sides
and doors. Walnut. Circa 1875-1880.
$1,600.00 Chest of drawers. 42" x 20" x 72". Top with backsplash. Two drawers
over six drawers. Side lock. Paneled sides, burl panels. Brass
hardware. Victorian. Circa 1875-1890.
$850.00 Wardrobe. 43" x 17" 80". Two doors, three over two drawers.
Teardrop pulls. Raised burl panels. Walnut. Circa 1875-1885.
$650.00 Bed, fulL High headboard with crest. Walnut. Victorian. Circa
1875-1885.
$450.00 Table. 26" x 18" x 19". White marble turtle shaped top. Walnut base.
Circa 1880-1890.
$450.00 Dresser with mirror. 37" x 17" x 80". Base with three drawers. Top
with two glove boxes, round top mirror. Walnut. Circa 1880-1890.
$125.00 Woodblock print. 15-1/2" x 18". Blooms and house. Chinese. Early
20th century.
$300.00 Postcard album. Includes holiday, ethnic, local scenes, etc. Approx.
150 cards.
$200.00 Bank. 4-1/2". Penny or still type. "Young America". Cast iron with
polychrome paint. Man on big wheel bike. 19th century.
$150.00 Dresser set. Includes brush, comb, handmirror, and powder jar (by
association). Marked sterling with "H" monogram.
$200.00 Costume jewelry. Includes 3 charm bracelets, sterling and pearl pin and
assorted misc. pieces.
$350.00 Quilt. 77" x 62". LeMoyne Star pattern. Multicolored stars with pink
and blue borders. Dark floral backing.
$450.00 Quilt. 89" x 91". Album Patch or Chimney Sweep pattern. Pink, dark
red and gray patterned blocks on cream and tan floral ground.
Page: 14 of 18
98.
99.
100.
101.
102.
Bathroom
103.
104.
Jewelry
105.
$350.00 Quilt. 79" x 72". Patch pattern. Multicolored squares with pink and
white floral fabric borders and pink backing.
$550.00 Oriental rugs. Includes 1) 40" x 72" ($400) 2) three small scatter rugs
($150). Poor condition.
$355.00 Prints and wall hangings. Includes three animals, two old prints in
Victorian frames and other misc.
$100.00 Linens including misc. tablecloths, etc. (in closet).
$100.00 Miscellaneous including books, floor and table lamps, stool, etc.
$150.00 Perfume bottles. Includes 1) 4" clear glass with silver overlay ($75) 2)
2-112" pocketbook bottle, engraved sterling ($35) 3) silver plated
lipstick case, Denmark ($15) 4) 2-3/4" pocketbook, Czechoslovakian
glass with gold tone and blue stopper ($25).
$45.00 Bowl. 6". Roseville Donatello.
$250.00 Semi-baroque pearl strand. 45-3/4". Saltwater cultured (Akoya) pearls
with stamped 14K yellow gold clasp set with an oval green aventurine.
Shape semi-baroque, 8mm diameter, cream color, fair luster, spotted
surface, medium nacre.
106. $225.00 Semi-baroque pearl strand. 31-114". Semi-baroque saltwater cultured
pearls with bamboo motif white gold clasp set with thirteen single cut
small diamonds. Pearls: 8.25 to 8mm, dark cream color, fair to poor
luster, spotted surface with some cracking, thin to medium nacre.
Diamonds: 1.3mm diameter, .01 ct each (.13 tdw), II to I2 clarity, H-I
color.
107. $75.00 Graduated pearl strand. Knotted with stamped sterling filigree clasp.
Akoya (saltwater) cultured pearls. Near round shape, 8.25 to 3mm
diameter, off white color, fair to poor luster, spotted surfaces, heavy
nacre.
108. $50.00 Graduated strand off grey pearls. 17-1/2". Dyed grey saltwater (Akoya)
cultured pearls, un-knotted with stamped silver fish hook clasp.
Semi-round shape, 6.25 to 3.5mm, warm grey color, fair to good luster,
smooth surface, heavy nacre.
Page: 15 of 18
109.
110.
111.
112.
113.
114.
115.
116.
117.
118.
119.
120.
121.
$83.00 French rope chain necklace. 20". Yellow gold stamped 14K. 2.3mm
diameter. 6.9 dwt.
$50.00 Black onyx: bracelet. Six macaroni shaped sections of black onyx: with
yellow gold caps stamped 14K. Clasp with prong set small oval black
onyx:.
$113.00 Panther link bracelet. 7". Stampato bracelet in stamped 14K yellow
gold. 9mm wide. 9.4 dwt.
$203.00 Double link chain bracelet. Yellow gold stamped 18K. Hollow link.
Badly worn, cannot be repaired. 13 dwt.
$150.00 Modified curb link bracelet. 7-112". Long and short links in yellow
gold. 9.3mm wide. 12.5 dwt.
$75.00 Black onyx: ear clips. Round dome top black onyx: cabochons set in
nugget finish bezels in yellow gold. Clip. Mountings stamped 14K.
$200.00 Pearl ear clips. Possibly cultured pearls in yellow gold ear clips
stamped 9K.
$117.00 Llama brooch. 47mm x 34mm. Yellow gold cast llama in yellow gold
stamped 18K. Synthetic ruby eyes. 7.3 dwt.
$175.00 Opal brooch. Two tone yellow and rose gold brooch stamped 14K with
prong set opals. One oval black opal consisting of streaks of precious
opal in common opal matrix, 10mm x 6mm, grey to black with blue and
green fire. Three oval white opals, 7mm x 5mm, and one round white
opal, 6mm, translucent, white fue in descending order of green, blue,
orange and yellow.
$75.00 Pearl and amethyst earrings with enamel. French back earrings set with
cultured pearls with amethyst and enamel drops. Yellow gold
mountings stamped 10K. 4.8 dwt.
$75.00 Pearl French back earrings. Yellow gold stamped 14K French backs
each set with Akoya saltwater cultured pearls. Near round 3/4 pearls,
9mm, light cream color, good luster, some surface spotting.
$40.00 Pearl French back earrings. Yellow gold stamped 14K French back
earrings each set with Akoya saltwater cultured pearl. Round shape,
8mm, silver white color, good luster, nacre has cracks.
$300.00 Grape cluster earrings. Yellow gold non-pierced earrings with French
backs. Each with cluster of 22 round genuine ruby cabochons forming
cluster of grapes. Green enameled leaves. Cabochon quality rubies
Page: 16 of 18
ranging from saturated red to reddish pink in color.
122. $175.00 Grape cluster ring. Matches previous earrings. 25 ruby cabochons form
cluster of grapes. Seven diamond melees are bead set in the leaves. 3.8
dwt.
123. $200.00 Huguenin wrist watch. 18K yellow gold case. 17 jewels. Black leather
strap. Swiss watch division of Hamilton Watch Company.
124. $90.00 Horse shoe nail ring. Yellow gold (approx. 18K) in shape of horse shoe
nail. 7.5 dwt (with installed ring guard).
125. $500.00 Black opal and diamond ring. Two-tone gold ring of cast and
assembled parts. Predominantly yellow gold with white gold setting
plates. Single oval black opal and seventeen bezel set diamonds. Opal
is 12.5mm x 8.5mm x 4.23mm, approx. 2 carats, deep grey color with
blue and green fire, good fInish. Seventeen round brilliant cut
diamonds, 1mm to 2.2mm, .005 to .04 ct (1/3 ct tdw), SI to 11 clarity,
H-1 color.
126. $75.00 Simulated Alexandrite ring. Handmade in yellow 14K gold. Large oval
simulated faceted Alexandrite-like sapphire in eight prong setting.
20mm x l6mm, reddish purple color, refractive indices 1.762-1.770
(D.R.). Ring shank's shoulders are hand engraved.
127. $110.00 Multi-pearl ring. Fifteen Akoya saltwater cultured pearls (one pearl is
poor replacement that is drilled through as opposed to 1/2 drilled) set in
14K yellow gold ring. Three rows of 5 pearls, round in shape, 4mm,
white to slight rose in color, good luster, fair surface.
128. $150.00 Amethyst ring. Cast yellow gold fashion ring with bezel set oval
amethyst. 6.5 dwt. Amethyst l6mm x l2mm x 6.92mm, 9 carat, light
violet in color, slight inclusions, good cut and fInish with some
abrasion.
129. $25.00 Band ring. Plain half round wedding band in stamped 14K yellow gold.
3mm. 1.8 dwt.
130. $165.00 Jade ring. Cast approx. 18K yellow gold set with oval jadeite jade stone
in very high basket prong setting. Jadeite cabochon 16mm x l2mm,
semi translucent, slightly bluish saturated green color, refractive indices
(spot method) 1.66, badly abraded (could be repolished).
131. $1,500.00 Sapphire and diamond fIligree ring. Early 20th century. Cast and hand
pierced platinum (most likely 90% platinum, 10% iridium) with center
bezel set round sapphire flanked with two bezel set round diamonds.
Thirty four diamond melees are bead set in small setting plates. 2.7 dwt.
Page: 17 of 18
Sapphire 7mm x 2.73mm, one carat by formula, saturated blue in color,
slightly included, straight growth lines, refractive indices 1.762 - 1.770.
Two old European cut round diamonds, 5mm x 2.82mm and Smm x
2.88 rom, .43 ct and .44 ct (.87 tcw), VS2 clarity, G-H color. Thirty two
round single cut and two round full cut diamonds includes two 1.8mm
.025 ct each; 16 1.3mm .01 ct each; 16 1.5mm .015 ct each. SI to 11
clarity, H color, 1.32 total diamond weight.
132. $325.00 Diamond initial ring. Approx. 18K yellow gold hand assembled ring.
Twelve round diamonds prong set in stylized uHu with two round
brilliant cut center cubic zirconias. 6.6 dwt. Twelve round brilliant cut
diamonds includes four 2.8mm .08 ct each; four 2.2mm .04 ct each and
four 2mm .03 ct each for total of .60 carat total diamond weight.
133. $45.00 Opal ring. Circa late 19th to early 20th century. Yellow gold band type
ring prong set with five oval opals of graduated sizes: one 5mm x 3mm
(chipped), two 4.5mm x 3mm and two 4mm x 2.7mm (one badly
chipped). White translucent in color with green and blue fire. Most
stones are abraded.
$39.501.00 Total
Page: 18 of 18
..~ .
Estate of A. Arlene Hershey Final Report
Income
Auction
Household Auction (3/22/06)
Gross $ 375.00
Commission (35%) $ 131.25
Net Due Consignor $ 243.75
Antique Auction (5/30/06)
Gross $ 8,032.00
Commission (35%) $ 2,811.22
Net Due Consignor $ 5,220.78
Family Sales
Donald Hershey $ 780.00
Ian Hershey 400.00
Arlene Shaffer 691.00
Caroline Hershey 1,700.00
Suzanne Hershey 3,596.00
Jane Murray 408.00
M. Kanenson 275.00
Gross $ 7,850.00
Commission (20%) $ 1 ,570.00
Net Due Consignor $ 6,280.00
Expenses
Shipping of game table to Vickie Hershey
Refund to Suzanne Hershey (check #2022)
<$ 1 70. 1 0>
<$ 111.00>
Settlement
TOT AL DUE CONSIGNOR
$ 11.463.4J
Check #2024
Purchase
Consignment y. f
~.....C.i'-_'.'O"..--.:RD'.' ....-I.......E..'.R...... ".
\@jANilp.OUES
~~
,
Estate Liquidation Services Agreement
Owner:
-('11,( CjlJ')~ de A~;~ AI1.Ll;"YJ\f M-:--n.~'1-~-1
.s I 7 t; tor ~ I--MJ-. "").N f') Ft-. ~ ,
c 4Mt rh" PA-,''''o I' Tel:
Property Description: CJ,..)/..?'Nt) OJ- )-Jt> 'y~Un..- .~. 10
T>l? 6f-h:~1> TO (.",).I Cf.l. FA.M1L-, PI'vf)J\",,?' ^ ~ '-, tJ'';-:'vAJ
I
pJ(7t.A~ C"r,~cJT.>.tv. P-P'MI\I'V'>~'--7 TlJ /3.\.=-- 5~{J) ;1--)
AJ iTI eW UN pMJ~~ ~PrW. ~frMl'7 10 J>A-r AftI\-A1..;,,?1)
\/ k~ {)vv fTfl:,fJ~'
eO ~ TV $-e0 <...vp'1 w A-~ I '-J
P /WI N (lJ M-Lt 1l.1;J lr
Purchase Price:
tJ)~
oJ.I~ ~/l?'N-
i)
'H--M, I., }-v' '-'
U
Commission: O(1t?rv.iS- /'1>
Services/Fees: (Sorting, Packing, Dumping, Trash Removal) ) Ifi pp.. ~~ ';v M
t+ () 1>, P J~77f\J
Owner Responsibilities:
PA.vJI,\~ ~/
Terms:
~....I-J..7-0h
Removal: .
fv\P'lIlW Iiv y I "'I () t::,
Payment: "16 pd e, T ~frl-E
~
1-17'oG,
Date
I /1 D ~
Si r Date!
Cordier Antiques & Fine Art
Cordier Antiques & Fine Art
2151 Market Street
Camp Hill, PA 17011
Phone: (717) 731 - 8662
Fax: (717) 731 -9830
Website: www.cordierantiQues.com
e-mail: dcordier@antiques.com
03/22/06
CON~IGNOR NUMBER
LAJ1E
PROD
CO')E
ITM
NO,
60
DA'IE CORDIER
215 1 MARKET ST.
C~1P HILL, PA 17011
(888) 925-3081
INV
.----- ITEM DESCRIPTION ------- NO.
FARMERSVILLE AUCTION INC.
33 N. FARMERSVILLE ROAD
EPHRATA, PA 17522
PH # 717-354-5095 FAX # 717-354-6171
- - CONSIGNOR STATEMENT - -
QTY
UNIT
PRICE
TOTAL
PRICE
cor.1MI SS 1 ON
AMOUNT
AUCTION NUMBER
SELLER'S
NET l~OUNT
PAGE
06032~
~ - - -. - - - -- - - - - -- - - -- - - - - -- - ---- --. - - ---- ---------- ---------- --- ---- ------ -------- ---------- - ----- ---. ----- - -- --- - --- - - - - - - -- -- - -- --
BIDDER ~
200
201
257
258
259
260
261
262
263
264
OPEN WINDOW PRINT
2 PRINTS,
KITCHEN UTENSILS FLAT LOT
BOX LOT TUPPERWARE,KITCHEN
BOX LOT KETTLES,LAMP,RACK
ORIENTAL MAlJ PICTURE
BOX LOT POTS P~S
BOX LOT COOKBOOK,DISHES,ASH TR
BASKET,WASTE C~
BOI. LOT BASKETS,TEA C~ISTER,
EGG CUPS
BOI. LOT DISHES,TRAYS,
E!J!) OF TABLE LOT
BASKET wi MUGS,TINS.
PHONES,C~DLES,MIRRORS
LARGE TEDDY BEAR
HORSE PICTURE,PICTURE
2 BOXES RECORDS
BASKETS,LUGGAGE
WOODEN BUCKET,MIROR WREATH,CHE
ESE BOX
TRAIN CASE
COPPER ~ BRASS PCS,DISH
GRABBER,YAF.DSTICK,CAlNE
LUGGAGE,HAT BOX
CRATE OF BOOKS
SEWING SUPPLIES,BRUSHES,ETC
TINS,LIGHT BULBS
S~1 BOOKSHELF
2 TRUNKS/SUITCASES
LUGGAGE PACKS
OLD TRUNKS
STEAMER TRUNK
B/'.G SOFT GOODS, FLOOR L.AMP
ORANGE WING BACK ChAIR
265
266
267
268
279
280
291
282
283
284
285
286
287
288
289
290
4359
,
4360
4361
062
4363
U6Q
4509
1
12.00
12.00
15.00
1. 00
4.00
13 0.00
7.00
1. 00
1. 00
7.00
1
o
1. 00
1. 00
.00
1. 00
17.00
7.00
3.00
2.00
3.00
1
1
5.00
1. 00
2.00
4.00
1. 00
1. 00
1. 00
10.00
1. 00
10.00
1. 00
12.00
.00
1. 00
o
CON TIN U E D
12.00 35%
12.00 35%
15.00 35%
1.00 35\
4.00 35%
130.00 35\
7.00 35%
1.00 35\
1.00 35%
7.00 35%
1. 00 35\
1.00 35%
.00 0\
1. 00 35%
17.00 35%
7.00 35%
3.00 35%
2.00 35\
3.00 35\,
5.00 35\
1. 00 35%
2.00 35\
4.c.J 35%
1. 00 35%
1.00 35\
1.00 35\
10.00 35%
1.00 35%
10.00 35%
1. 00 35%
12.00 35\
.00 0%
1. 00 35%
4.20
4.20
5.25
.35
1.40
45.50
2.45
.35
.35
2.45
.35
35
00
.35
5.95
.45
.05
.70
1. 05
1. 75
.35
.70
1. <: 0
.35
.35
.35
3.50
.35
3.50
.35
4.20
.00
.35
7.80
7.80
.75
.65
2.60
84.50
4.55
.65
.65
4.55
.65
.65
.00
.65
11.05
4.55
.95
.30
1. 95
3 25
.65
1. 30
2.60
.65
.65
.65
6.50
.65
6.50
.65
7.80
.00
.65
302
204
40
13 3
331
235
265
237
318
E2
313
NOaID
232
1"5
li4
187
112
1:0
324
50
III
322
197
236
235
212
184
212
113
113
NOB H)
FARMERSVILLE AUCTION INC.
33 N. FARMERSVILLE ROAD
EPHRATA, PA 17522
PH # 717-354-5095 FAX # 717-354-6171
03/22/06
- - CONSIGNOR STATEMENT - -
COJ-:~; I.,NOR NUMBER
tIA.'1=:
PRX
CO:;lE
COr-1PLE':'EC'
60
DAVE CORDIER
2151 MARKET ST.
CA~P HILL, PA 17011
(988) 925-3081
ITM
NO.
INV
------ ITEM DESCRIPTION ------- NO.
UNIT
PRICE
TOTAL
PRICE
QTY
CCMMISSION
AMOUNT
PAGE 2
AUCTION NUMBER, 060321
SELLER'S
NET AMOUNT
o
- - - - - - - - - -- -- -- - --- - - -- -- - ------- -. ----- --- ---- ----- -- -- - - ----- ---- - -- -- ----. --- - - --- - - -- - - - -- -.
~ 511
~ 512
~ 513
~ 514
GREEN 4 DRAI'ER FILE CABINET
VhNITY BENCH
WHITE METAL BASE CABINET
CREAM LOVES EAT
.00 0%
25.00 35%
20.00 35%
55.00 35%
.00
25.00
20.00
55.00
TOTAL GROSS SALE AMOUNT
ACTUAL SALES TOTAL
LESS COMMISSION
YES
NO
TOTAL NET PROCEEDS
TOTAL ITEr.IS; 37
TOTAL DUE TO SELLER
NOTE
375.00
375.00
13 I . 25
243.75
243.75
.00
8.75
7.00
19 25
.00
:6.25
13.00
35.75
BIDDER
NOEID
5
297
600
05/30/06
CONSIGHOR NUMBER
NhME
PROt-
CODE
ITM
NO
60
DAVE CORDIER
2151 MARKET ST.
CAM? HILL, PA 17011
(7I7) 805-3942
UN
_.____ ITEM DESCRIPTION ----0-- NO.
448
449
450
451
452
453
455
456
597
598
599
600
601
602
603
604
605
606
607
608
675
676
AGATE PAINTING
S':'.FE BANK
JEWELRY
STERLING PIN
COM?.!\CT IN CASE
FOREIGN COINS LOT
STERLING 1879 LADLE
IVORY? PCS,LIGHTER
OIL PAINTING ON CANVAS
SILVER DOLLAR
2 SILVER PCS
4 EEISENHOUER DOLLARS
ANCIENT THINGS
SILVER DOLLAR W. TIE CLIP
2 1 OZ SILVER COINS
TURQUIOISE -EAR RINGS,ETC-4 PC
4 fINGER RINGS
925 MEXICO NECKLACE
BROCHE,DENMARK PIN
GOLD COIN
S~MI BAROQUE PEARL STRAND
SEMI- BAROQUE PEARL STRAND
31-1/4
GRADUATED PEARL STRAND 18'
GRADUATED PEARL STRAND 17-1/2
BLACK ONYX EAR CLIPS
LUV~. BROOCH 18KT
PEARL AND AMETHYST EARRINGS
PEARL FRENCH BACK EARRINGS
PEARL FRENCH BACK EARRINGS9MM
GRAPE CLUSTER EARRINGS AND
RING
r~GUENIN WRISTWATCH
MULTI PEARL RING 15 PEARLS
AJoiETi-lYST RI NG
677
678
679
680
681
682
683
684
685
6C6
687
FARMERSVILLE AUCTION INC.
33 N. FARMERSVILLE ROAD
EPHRATA, PA 17522
PH ij 717-354-5095 FAX # 717-354-6171
- - CONSIGNOR STATEMENT - -
QTY
UNIT
PRICE
1
45.00
80.00
5.00
27.00
18.00
22.00
280.00
90.00
8.00
12.00
10.00
6.00
3.00
14.00
22.00
30.00
60.00
14.00
18.00
170.00
40.00
75.00
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
10.00
25.00
15.00
130.00
50.00
15.00
20.00
25.00
1
1
1
1
1
1
120.00
55.00
40.00
CON TIN U E D
TOTAL
PRICE
45.00 35%
80.00 35%
5.00 35%
27.00 35%
18.00 35%
22 .00 35%
280.00 35%
90.00 35%
8.00 35%
12.00 35%
10.00 35%
6.00 35%
3.00 35%
14.00 35%
22.00 35%
30.00 35%
60.00 35%
14.00 35%
18.00 35%
170.00 35%
40.00 35%
75.00 35%
10.00 35%
25.00 35%
15.00 35%
130.00 35%
50.00 35%
15.00 35%
20.00 35%
25.00 35%
120.00 35%
55.00 35%
40.00 35%
COMMISSION
AMOUNT
15.75
28.00
1. 75
9.45
6.30
7.70
98.00
31. 50
2.80
4.20
3.50
2.10
1. 05
4.90
7.70
10.50
21. 00
4.90
6.30
59.50
14.00
26.25
3.50
8.75
5.25
45.50
17.50
5.25
7.00
8.75
42.00
19.25
14.00
PAGE
AUCTION NUMBER , 060529
SELLER'S
NET M~OUNT
29.25
52.00
3.25
17.55
11.70
14.30
182.00
58.50
20
-'.80
6.50
.90
.95
9.10
1.\ .30
19.50
39.00
.10
II 70
110.50
2(,.00
48.75
6.50
16.25
9.75
8.. .50
32.50
~.75
1].00
16.25
78.00
35.75
26.00
BIDDER ~
2
167
224
123
121
242
315
224
241
134
224
134
40
119
224
121
121
315
224
224
224
176
291
224
224
242
224
207
166
224
193
20
121
05/30/00
CONS:G~OR NUMBER
60
Nj:..MS
DAVE CORDIER
215 1 MARKET ST.
CAMP HILL, PA 17011
(717) B05-39n
PROD
CODE
ITM
NO
INV
------ ITEM DESCRIPTION ------- NO.
688 JADE RING 18 CT GOLD SETTING
689 DIAMOND INITIAL RING .6 DIAM-
OND WEIGHT
690 PEARL FRENCH BACK EARRINGS
20MM 14 K GOLD
691 7t1M PEARL FRENCH BACK EARRINGS
692 2 SORORITY PINS
72B ~jOTED PATCHWORK COMFORT
734 AFGHAN
737 PATCHWORK QUILT-STAINED
738 STAR PATCHWORK QUILT
739 QUILT WITH FLOWERS
740 BROWN QUILT
799 GOLD EDGE STEMWARE-2 SETS
800 2 FRENCH DISHES
801 CORN CREAMER,MAJOLICA PLATE
802 ROSEVILLE PLANTER
803 SHOW TOWEL
804 WEDGEWOOD BOWL
80S SALT CROCK,FUNNELS,SAD IRON
8D6 Vo'.SE
807 BUTTER DISH,SMALL SUGAR,CREAME
808 TPAY LOT STERLING,PAPER WEIGHT
S,POWDER BOX,ETC
8D9 JEWELRY-STERLING
810 TIIA Y LOT JEWELRY
811 \-IOODEN FRAME MIRROR
812 JEWELRY,PURSE,ETC
813 GLASS PITCHER
814 JEWELRY
815 STERLING PINS
816 MERCURY GLASS PCS
817 St'<ALL DOGS IN LEATHER CASE
818 TRAY LOT OPERA GLASSES,FLOWERS
819 TRAY LOT JEWERLY
FARMERSVILLE AUCTION INC.
33 N. FARMERSVILLE ROAD
EPHRATA, PA 17522
PH # 717-354-5095 FAX # 717-354-6171
- - CONSIGNOR STATEMENT - -
QTY
UNIT
PRICE
1
40.00
85.00
10.00
1
15.00
35.00
15.00
1.00
85.00
100.00
70.00
260.00
6.00
2.00
40.00
26.00
8.00
18.00
5.00
1.00
4.00
50.00
1
1
1
1
1
1
1
1
55.00
1. 00
130.00
5.00
30.00
40.00
15.00
5.00
26.00
B.OO
135.00
1
1
1
1
1
CON l' I N U E D
TOTAL
PRICE
40.00 35%
B5.00 35%
10.00 35%
15.00 35%
35.00 35%
15.00 35%
1. 00 35%
85.00 35%
100.00 35%
70.00 35%
260.00 35%
6.00 35%
2.00 35%
40.00 35%
26.00 35%
8.00 35%
18.00 35%
5.00 35%
1.00 35%
4.00 35%
50.00 35%
55.00 35%
1.00 35%
130.00 35%
5.00 35%
30.00 35%
40.00 35%
15.00 35%
5.00 35%
26.00 35%
8.00 35%
135.00 35%
COMMISSION
AMOUNT
14.00
29.75
3.50
5.25
12.25
5.25
.35
29.75
35.00
24.50
91.00
2.10
.70
14.00
9.10
2.BO
6.30
1. 75
.35
1. 40
17.50
19.25
.35
45.50
1. 75
10.50
14 .00
5.25
1. 75
9.10
2.80
47.25
PAGE 2
AUCTION ~VMBER 060529
SELLER'S
NET AI~OUNT
26.00
55.25
6.50
9.75
22.75
3.75
.65
55.25
65.00
45.50
169.00
J. 90
1. 30
26.00
16.90
5.20
11.70
3.25
.65
2.60
32.50
35.75
.65
84.50
3.25
19.50
26.00
9.75
3.25
16.90
5.20
B7.75
B IDDER ~
224
121
224
224
331
134
134
75
153
14B
75
238
204
13
160
224
78
281
208
204
224
169
107
167
107
18
193
224
13
169
314
121
05/30106
CONS!GNOR NUMBER
N;'.M::
PRO!)
CO!)2
ITM
NO.
60
DAVE CORDIER
2151 l"ARKET ST.
CAMP HILL, PA 17011
(717) 805-3942
INV
------ ITEM DESCRIPTION ------. NO.
820
821
822
823
824
825
826
827
828
829
830
831
832
833
834
835
836
837
838
839
840
8U
842
843
844
845
846
847
848
849
850
851
852
853
854
JEWELRY -STERLING WISH BONE
T~Y LOT WI CLASS TURKEY,ETC
JEWELRY & I LIKE lKE PINS
ONYX CUBES,FIGURES,GOBLETS
FLO BLUE PLATTER-AGE LINE
NIPPON DISHES,CUP,SAUCER
DSEP BLUE PLATE
POSTER,PAINTING
2 PLATES
D~GED VASE&BOWL,MIXING BOWL
KJSTS
PICTURES
PICTURES
PICTURES
S~ITCASE FULL OF LINENS
LACE TABLECLOTH
SIJITCASE FULL OF LINENS
WALL HANGING
BOX LOT OF LINENS
R~G
2 RUGS
BOX LOT BOOKS
STERLING FLATWARE SET
JEWELRY BOX,CONTENTS
G"J>.SS PRISMS LAMP
S!LVERPLATE WARMER
CANDLES
2 PCS STERLING
TIN BOX ,CONTENTS
WOOEN BUCKET,LAMP
SILVER OVSRLAY PERFUME BOTTLE
STERLING COMB,BRUSH,MIROR
TRAY LOT SILVERPLATE
ORIENTAL TAPESTRY
RClU1\D STERLING PLATTER
FARMERSVILLE AUCTION INC.
33 N. FARMERSVILLE ROAD
EPHRATA, PA 17522
PH ~ 717-354-5095 FAX # 717-354-6171
- - CONSIGNOR STATEMENT - -
QTY
UNIT
PRICE
1
110.00
10.00
22.50
24.00
50.00
30.00
120.00
210.00
70.00
6.00
1. 00
14.00
8.00
6.00
50.00
6.00
30.00
5.00
28.00
120.00
80.00
1. 00
625.00
120.00
15.00
95.00
1. 00
14 0 . 00
2.00
3.00
35.00
65.00
5.00
35.00
160.00
1
1
1
1
1
1
1
CON TIN U E D
TOTAL
PRICE
110.00 35%
10.00 35%
22.50 35%
24.00 35%
50.00 35%
30.00 35%
120.00 35%
210.00 35%
70.00 35%
6.00 35%
1. 00 35%
14 .00 35%
8.00 35%
6.00 35%
50.00 35%
6.00 35%
30.00 35%
5.00 35%
28.00 35%
120.00 35%
80.00 35%
1.00 35%
625.00 35%
120.00 35%
15.00 35%
95.00 35%
1.00 35%
140.00 35%
2.00 35%
3.00 35%
35.00 35%
65.00 35%
5.00 35%
35.00 35%
160.00 35%
COMMISSION
AMOUNT
38.50
3.50
7.88
8.40
17.50
10.50
42.00
73.50
24.50
2.10
.35
4.90
2.80
2.10
17.50
2.10
10.50
1.75
9.80
42.00
28.00
.35
218.75
42.00
5.25
33.25
.35
49.00
.70
1. 05
12.25
22.75
1. 75
12.25
56.00
AUCTION NUMBER
SELLER'S
NET Ml0UNT
71.50
6.50
14.62
15.60
32.50
19.50
78.00
136.50
45.50
3.90
.65
9.10
5.20
3. 90
32.50
3.90
19.50
3 .25
18.20
73.00
52.00
.65
406.25
78.00
~.75
61.75
.65
91.00
1 .30
1. 95
22.75
42.25
3.25
22.75
104.00
PAGE
060529
BIDDER \;
169
193
242
121
338
165
167
165
18
13
366
165
366
121
204
204
247
371
193
193
193
208
167
224
18
212
291
224
144
242
224
224
121
193
167
05/30/06
CONSIGtlOR NUMBER
N!'.ME
PROC
CODE
ITM
NO,
60
DAVE CORDIER
2151 MARKET ST.
CAM? HILL, PA 17011
(717) 805-3942
INV
-.---- ITEM DESCRIPTION ------- NO.
855
856
857
858
859
860
861
862
863
864
865
866
867
868
869
870
871
TEA SEEPERS,SEA SHELL
SILVER SPOONS IN CASES
STERLING SPOONS
WALLACE BOWL,OLL,ETC
STERLING TEAPOT
3 STERLING PCS
STERLING CREAM,SUGAR
TRAY LOT SILVERPLATE
POWER JAR ETCHED ,STERLING
2 PIECES OF STERLING
S:LVER PLATED BOWLS
PIECES STERLING. 925 MEXICO
PIECES PLATED
TONGS
SOUVINIER SPOONS,STERLING
FLATWARE,SOME STERLING
STERLING COMB CASE,STERLING SA
SALTS
PLATED SERVING SPOONS
PLATED SPOONS
PLATED SPOONS
STERLING SPOONS
fORKS
fLATWARE WALLACE AND ROGER
BABY STERLING SPOON
PLATED SERVING SPOONS,LADLE
LITTLE SPOONS, CARVING SET
LP~P SHADE,TRASH CAN
STACK OF PLATES
PICTURES AND BASKET
HERSHEY TIN
JEWELRY
PINS
LAMP
P;<PER ITEMS
872
873
874
875
876
877
878
879
880
1959
1960
1961
1962
1963
1964
1965
FARMERSVILLE AUCTION INC.
33 N. FARMERSVILLE ROAD
EPHRATA, PA 17522
PH # 717-354-5095 FAX # 717-354-6171
- - CONSIGNOR STATEMENT - -
QTY
UNIT
PRICE
1
1
1
12.50
170.00
25.00
1. 00
150.00
50.00
55.00
1. 00
35.00
65.00
1. 00
180.00
1. 00
22.00
170.00
260.00
10.00
1
1
1
1
1
1.
1
1
2.00
5.00
10.00
20.00
5.00
12.00
1
1
10.00
12.00
1. 00
28.00
22.50
12.50
40.00
35.00
5.00
32.00
1
1
CON TIN U E D
TOTAL
PRICE
12.50 35%
170.00 35%
25.00 35%
1.00 35%
150.00 35%
50.00 35%
55.00 35%
1.00 35%
35.00 35%
65.00 35%
1. 00 35%
180.00 35%
1. 00 35%
22.00 35%
170.00 35%
260.00 35%
10.00 35%
2.00 35%
5.00 35%
10.00 35%
20.00 35%
5.00 35%
12.00 35%
10.00 35%
12.00 35%
1. 00 35\
28.00 35%
22.50 35%
12.50 35%
40.00 35%
35.00 35%
5.00 35%
32.00 35%
COMMISSION
AMOUNT
4.38
59.50
8.75
.35
52.50
17.50
19.25
.35
12.25
22.75
.35
63.00
.35
7.70
59.50
91.00
3.50
.70
1. 75
3.50
7.00
1. 75
4.20
3.50
4.20
.35
9.80
7.88
4.38
14.00
12.25
11.20
PAGE 4
AUCTION NUMBER : 060529
SELLER'S
NET N10UNT
8.12
110.50
16.25
,65
9'7.50
32.50
35.75
.65
22.75
42.25
.65
117.00
.65
11.30
110.50
169.00
6.50
1. 30
3.25
G.50
13.00
3.25
7.80
1.75
6.50
7.80
.65
18.20
11.62
8.12
26.00
22.75
l. 25
20.80
BIDDER ~
331
224
224
56
167
224
121
311
141
183
121
224
331
224
224
167
121
107
121
311
167
311
311
331
121
293
110
204
367
224
224
204
331
05/30/06
CONS1GNOR NUMBER
NP.M=:
60
DAVE CORDIER
2151 MARKET ST.
CAMP HILL, PA 17011
(717) 805-3942
FARMERSVILLE AUCTION INC.
33 N. FARMERSVILLE ROAD
EPHRATA, PA 17522
PH # 717-354-5095 FAX # 717-354-6171
- - CONSIGNOR STATEMENT - -
PROD
CODE:
ITM
NO.
INV
------ ITEM DESCRIPTION ------- NO.
1966
1967
1968
1969
1970
1971
1972
1973
1974
1975
1976
1977
1978
1979
1980
1981
1982
1983
1984
1985
1986
1987
198B
1989
1990
1991
1992
4322
7411
7412
7413
7438
740,9
7506
7661
TABLE LOT GLASSWARE
RABBIT
LINENS
BLACK BOXES
RABBITS
STERLING CANDLE STICK
BRASS CUPS
EYE GLASSES AND CASE
PLAY I NG CARDS
SYRUP PITCHER
PICTURES AND FRAMES
WALL TABLE
3 BOXES
TPBLELOT DISHES
2 CANDLE HOLDERS
CLEAR DISH
SHAKER
CREAMER
3 PICTURES
CAKE STAND
STERLING SHAKER
CLEAR GLASSWARE
TABLELOT VASES CUPS
CLEAR DISH
TABLELOT CLEAR GLASSWARE
TABLELOT PICTURES
3 PICTURES
PAINTED TRUNK
WASHSTAND
MfUi TABLE
WOOD CHAIR
WALNUT BLANKET CHEST
VICTORIAN SHELF
PAINT DECOR ARM CHAIR
FLOOR LIGHT
QTY
UNIT
PRICE
1
1
1
1
5.00
150.00
20.00
20.00
75.00
10.00
5.00
16.00
5.00
9.00
10.00
6.00
5.00
7.00
9.00
5.00
15.00
6.00
5.00
20.00
16.00
35.00
2.00
15.00
15.00
5.00
15.00
7.00
35.00
120.00
150.00
500.00
45.00
25.00
1. 00
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
CON TIN U E D
TOTAL
PRICE
5.00 35%
150.00 35%
20.00 35%
20.00 35%
75.00 35%
10.00 35%
5.00 35%
16.00 35%
5.00 35%
9.00 35\
10.00 35\
6.00 35%
5.00 35%
7.0035%
9.00 35%
5.00 35%
15.00 35%
6.00 35%
5.00 35%
20.00 35%
16.00 35%
35.00 35%
2.0035%
15.00 35%
15.00 35%
5.00 35%
15.00 35%
7.00 35%
35.00 35%
120.00 35%
150.00 35%
500.00 35%
45.00 35%
25.00 35%
1.00 35%
COMMISSION
AMOUNT
1. 75
52.50
7.00
7.00
26.25
3.50
1. 75
5.60
1. 75
3.15
3.50
2.10
1. 75
2.45
3.15
1. 75
5.25
2.10
1. 75
7.00
5.60
12.25
.70
5.25
5.25
1. 75
5.25
2.45
12.25
42.00
52.50
175.00
15.75
8.75
.35
PAGE 5
AUCTION NUMBER 060529
SELLER'S
NET AMOUNT
3.25
97.50
13.00
13.00
43.75
6.50
3.25
10.40
3. 25
5.85
6.50
3.90
3.25
4.55
5.85
3. 25
9.75
3.90
3.25
13.00
10.40
22.75
1.30
3.75
9.75
3.25
S' . 75
-\.55
22.75
73.00
97.50
325.00
29.25
16.25
.65
BIDDER ~
193
224
204
224
224
331
167
169
162
375
193
366
169
366
162
338
271
240
339
167
167
167
375
338
375
366
240
144
5
327
75
339
105
75
5
FARMERSVILLE AUCTION INC.
33 N. FARMERSVILLE ROAD
EPHRATA, PA 17522
PH n 717-354-5095 FAX n 717-354-6171
05/30/06
- - CONSIGNOR STATEMENT - -
CONSIGNOR NUMBER
NA1'lE
60
PRCD
CODE
DAVE CORDIER
2151 MARKET ST.
CAl'lP HILL . PA 17011
(717j 805-3942
ITM
NO.
INV
_'___' ITEM DESCRIPTION .,.---- NO.
UNIT
PRICE
TOTAL
PRICE
COMMISSION
AMOUNT
PAGE 6
AUCTION NUMBER 060529
SELLER'S
NET AMOUNT
BIDDER >>
QTY
- - ~ - - - - - - - - - - - - - - - - -- - --- ~ - --- - - -- --_.- - - - - - -- -- -- -- -- -. --------- -- -- -- --- - - -- -- - ----- - -- --- --- - - - - - -. -.- - - -- -. - - - - - - - - - - - - - --
::::OMPLETED :
TOTAL GROSS SALE AMOUNT
ACTUAL SALES TOTAL
LESS COMMISSION
YES
NO
TOTAL NET PROCEEDS
TOTAL ITEMS: 168
TOTAL DUE TO SELLER
NOTE
8,032.00
8,032.00
2,811.22
5,220.78
5,220.78
CORDIER
ANTIOllES
& fine an
C.i\ L L E R Y
u/ww. cordierantiques .com
A P P RA I S,'\ L S E R \ '1 C I. "
] NT ERN E T .\\ L Fe.;
ESTATE LlOLID.'\TIO\,'\
"-
:} 151 Ma1kel S,,'eet
Camp Hili. PA 1701 j
(717) 731-8662
(717) 731-9830 Fax
Donald Hershey
P.O. Box 2] 2
Berwyn. P A ] 93] 2
RE: A.Arlene Hershey Estate
INVOICE
/I).em # 63
litem # 95
)lem # ]25
Engraved Cigarette Box
Costume Jewelry
Black Opal and Diamond Ring
$ 30.00
200.00
550.00
TOTAL
$ 780.00
Packing, Shipping, Insurance
(Will pick up in Camp Hill)
$
o
TOTAL DUE
$ 780.00
PLEASE MAKE CHECK PAYABLE TO:
CORDIER ANTIQUES & FINE ART
Pf\tD
~{10JDp
Citt;LX- tr rb 103 '
k7L., rJ &D ; f>i rt i~1
Spomor
M!n~~fH~I~~~~A~U~~. WITF II TV
~
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.~
CORDIER
ANTIQ1JES
& fine art
C ,-\ L L E R Y
www.cordierantiques.com
!\ P P RA 15.-\ L'i E !\ \ 'I ('1:.\
r 1\ T ERN E T '> ,-\ I J \
ESTATE L10U1D.'\T[O~\
'-
2151 A1arker Street
Camp HI/I. PA 1701]
(717) 731-8662
(-; 17) 731-9830 Fax
13n Hershey
::, 7 New Paltz Rd.. # 2
Highland. NY 12528
RE: A. Arlene Hershey Estate
INVOICE
Item # 2
Item # 126
2 Woodblock Prints
Simulated Alexandrite Ring
$325.00
$ 75.00
TOTAL
$400.00
Packing, Shipping, Insurance
$ 21.75
TOTAL DUE
$421. 7S
IAN W~'HERSHEY...01_06
ROAD, APT, 2 '.'", C'"._ .;
37 NEWf'ALTZ ROAD
HIGHLAND, NY 12528-1042 ~l:f 2. . 21 ~ oG
~b~~;~~i~~'d;..-.a"iL:A~ d'::' ~
'9' h ~"'\" 0' --r~'''':'ffl~,,~",,;';':'; A.-rX. I $::1 Zl., ~~
: '~'~~./'~':'7""-"'ane. ~2MLL;~S 6J s::-
' ';,I t > . . J \. t. ,.'. _ ~,
.:, j"l~'f.;'',. ....f~~-...;..;. ,:,'" . . '. '. AmericanExpressBanl<.FSBP~lhrough~rican~',
' <iill'~~'" ";"~.! ,,:: '.'. . 1,; ':,' ,Centurion BanI<. Ulah, R/T 1240 . '.
;~;~1~1~y~~mt;":J1''; !:Bt,,::': >\i'r . :';\W
': ~ 2~Oa 4b 7-;'~ 22.. L.qO~b 70qa~----'-'~7-----'~
. J!~,,&4S7/1240
. . ..41lO4Ei709S3
i10~~~;~'.~~f~Jt,;.
ANTIUDES_KUAlJStlUYf WITJ:<~l y
DISCOVERING ^MERIC^'S HIDDEN TREASURES. fI!!AII
f.i~.
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C,/iI,c! Hi:'!. PEl 1 :U]]
, - ! -! -) i -8662
,-/-; -3!-~83UFax
CORDIER
ANTIQlJES
& fine art
W7.l.w,cordierantlq7lescom-\ I) I) I~ \ I \.\ I, 'J I: 1\ \ 'I ( 'I: '>
.'\rkl1c ShatTer
5'-15 Ilill Church Rd,
1 {ul11ll1elstown, PA 17036
RI': 1\, /\rkne Hershey Estate
It\.'111 # J I
I \\.'111 # 59
Ill-'m f:i X4
Ilem # 99
Item #\33
INVOICE
Framed Emhroidery
Mahoguny Gate Leg Tahle
[:eoerul Style Mahogany Desk
Burgundy Color Oriental Rug
OpLlI Ring
TOTAL
Packing. Shipping. Insurum:e
(Will pick up in Camp Hill)
TOTAL DUE
PLEASE MAKE CIIECK PAYABLE TO:
CORDIER ANTIQUES & FINE ART
Spun)ur
! N1'l()nr~ ~ DOl T\l1nl\m
--
I ~" I l~ R '\ I: I \ \ 11:-,
E\'l,\TE l,!(-2l'II)\II()'\,
--..9 0~
PiU,c.( , t\
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$ )(J,lJ() ./
$ XO,()() /
$4()(),()t) /
$ 5(J,()(} /
$ Sl,(}()
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$
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$
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CORDIER
ANTIQ!JES
, & fine art
GALLERY
www.cordierantiques.com
APPRAISAL SERVICES
INTERNET SALES
ESTATE LIQUIDATIONS
2151 Market Street
Camp Hill, PA 17011
(717) 731-8662
(717) 731-9830 Fax
Caroline Hershey
41 Hummel Rd.
New Pallz, NY 12561
RE: A. Arlene Hershey Estate
,~ ?!' -
{U-~>.I II D~
INVOICE
TOTAL
$ 50.00 \ At \
~ '{J\ .\-
~!!:J \ V0J
$1,720.00
Item #103
Item #1 10
Item #131
2 Silver Pocket Book Perfume
Onyx Bracelet Macaroni Links
Sapphire & Diamond Ring
Packing, Shipping, Insurance
$ 25.36
TOTAL DUE
~
( '7 r(' 3~
J
p~'
PLEASE MAKE CHECK PAYABLE TO:
CORDIER ANTIQUES & FINE ART
Sponsor
ANTIUUES iIIIROADSHOW WITF ~TV
DISCOVERING AMERICA'S HIDDEN TREASURES. g
--- - -. -.--------- --- ---_._~-------- - .--" ---- -..- .. ---------
/:1
/
\ I \ !.l.I.rn
_': .' j ,\Lirku Suur
UII/p H Ii!. P.-l 17011
.-1-1 -:-.~1-8662
-;-1 -;j-S!830Fax
c~.
-
CORDIER
ANTIQlJES
& fine aN
www.cordierantiques.{om
,,\ P P R.\ I \\ i.\ U~ \ I ( . I
1 i\ T E R \: El ~.\; . I '
EST.A TEll (2 L' I D \ 1 I ( '. \. '
Suzannc llcrshey ~ ''-{I"\- 6'2'1 L/'i>--Y
704 Ivv St. C - Lt,v <:'0 b 6"1'71
Pittsburgh. PA 15232
RL: ."'.Arlene Hershey Estate
)<Jv:m i:i \ 0
hm# 11
')4\.cm # 18
~~C1jli21
,em q 25
~l 1 # 26
\ C 11 # 30
~J>1' ;f 3 ~
~m Ii 76
INVOICE
9' x 11' Oriental Carpet
4'6" x 6'6" Oriental Carpet
COlllmode
Still Life Eggs
3 Ivory Carvings (w/out cribbage board)
5" x 9" Bowl
I mari Plates
Ruby cut to clear Vase
Native American Basket
$1.025.00
$ 3S1.()()
5; IOS.OO
$ 425.()O
$ 625.00
$ 13S.00
$ 410.()()
$ 135,()()
$ 3iSS.()()
TOTAL
$3,S96.00
\\) \ lALL~~'~
'\ i\(~\) \D
Packing, Shipping, Insurancc
(Will pick up in Camp Hill)
s ()
TOTAL DUE
S3,S96.()()
PLEASE MAKE CHECK PAY ABLE TO:
CORDIER ANTIQUES & FINE ART
Sponsor
~tln~,~~~u~o~n~~P.~.~~~ WITF aTV .
CORDIER
ANTIQllES
& fine art
FINE FURNITURE - WORKS OF ART- ESTATE JEWELRY
2151 Market Street
Camp Hill, PA 17011
(717) 731-8662
~AME j-4-rJ( M l)flO-A-r DATE 1.;/1.--/;'/ '\
D. I ( A.J
n~~ .~~~
/--fr?^-c.,. tt2/ e:-S~ PHONE
QTY. DESCRIPTION PRICE AMOUNT
d:Tq C-J (l.. f2;. €A J'J ~ /S-D, !_
:
-Ii!;; Cf4tT7rJ /Yk--r g3 I-
I
j;l(~ r~/vJ1TCAf CJ()AI/ 17S. ~_
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PACKA.GE CONTENTS
Register of Wills of Cumberland
County, Pennsylvania
INVENTORY
Estate of A. Arlene Hershey,
Deceased
No.: 21-05-0940
Date of Death: October 14,2005
Social Security No.: 104-14-5453
Wilson C. Everhart, Jr., Executor ofthe above Estate, deceased, verifies 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
memorandum at the end ofthis Inventory. I verify that the statements made in this Inventory are true
and correct. I understand that false statements herein are made subject to the penalties of 18 Pa. C.S.
Section 4904 relating to unsworn falsification to authorities.
Executor:
Name of
Attorney:
Ronald M. Katzman, Esq.
Signature:
I.D. No.:
07198
Address: 320 Market Street
Harrisburg, P A 17108
Address: 5020 Ritter Rd., Ste 211
Mechanicsburg, P A 17055
Telephone: 717/234-4161
Telephone: 717/234-4161
Dated:
June 3C, 2006
Description
Value
(See continuation page( s) attached)
(Attach additional sheets if necessary)
Total: $2,096,884.98
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 ofthe
Inventory.
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136209.1
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Estate of A. Arlene Hershey
Estate Inventory
Valued as of Date of Death
Cash & Cash Equivalents
2004 Federal Income Tax refund
$
9,053.00
Cash and travelers checks found in
the Decedent's home
Conde Nast - refund
331.00
26.26
46.00
Comcast - refund
Fulton Bank Checking Acct No.
1068- 31344
10,240.72
Fulton Bank Money Market Acct No.
9900-28456
Interest at Date of Death
Fulton Credit Card refund
1,032.21
0.61
100.92
Gale Development - refund of
garbage fees
Gale Development - refund of
security deposit
Highmark Insurance - refund of
unused premium
41.33
710.00
475.75
Liberty Mutual - refund of unused
auto insurance premium
500.00
Liberty Mutual Insuarnce - refund of
unused renters insurance premium
Smith Barney Bank Deposit Program
TV Guide - refund
108.00
7.13
22,072.99
13.50
Misc. Refund
Page 1
(1)
Estate Inventory (Continued)
Cash & Cash Equivalents
Verizon - refund $ 2.73
Verizon - refund 19.85
Total Cash & Cash Equivalents $ 44,782.00
No. of
Shares Stocks
400.42 Allergan Inc. $ 35,001.15
442.12 Altria Group Inc. 31,240.88
408.45 Automatic Data Processing Inc. 17,608.51
20 Berkshire Hathaway Inc., Class B 55,740.00
864.68 Buckeye Partners LP 38,953.88
541.18 Citigroup Inc. 24,375.04
1,014.76 General Electric Cap Corp Pines 25,663.28
2,132.43 General Electric Co. 73,227.97
1,336.11 Glaxosmithkline PLC SP ADR 69,037.03
200.84 Hershey Company 11,231.14
10 Hershey Creamery Co 22,050.00
202.86 Home Depot Inc. 7,791.91
511.52 Intel Corp 11,882.64
410.62 Johnson & Johnson 26,156.81
2,516.62 Mass Investors Growth Stock 30,602.16
200 Medco Health Solutions Inc. 10,642.00
449.75 Merck & Co. Inc. 12,215.29
600 Oracle Corp. 7,386.00
Page 2
(2)
Estate Inventory (Continued)
No. of
Shares Stocks
647.36 Pfizer Inc. $ 15,744.00
467.41 Pioneer Tax Advantaged 5,730.48
400 Public Storage 7.625% 10,248.00
610.73 Royal Bk Scotland 7.65% PPD 16,202.83
1,117 Royal Dutch Shell PLC 35,633.41
1,554 Scottish Pwr PLC SHS - GBP 15,782.42
516.41 Telecom Corp New Zealand 17,005.48
1,400 Teppco Partners LP Unit LP 54,460.00
100.26 Time Warner Inc 1,804.83
800 USB Capital IV 7.35% 20,688.00
2,421.42 Van Kamp Amer Cap PA Val Mun 34,069.40
3,345.94 Verizon Communications 100,043.68
509.56 XL Capital Ltd Pfd Ser A 13,014.16
Total Stocks $ 851,232.38
Par
Value Bonds, Debentures & T -Bills
15,000 Abington PASch Dist $ 15,165.15
Interest at Date of Death 28.43
25,000 Allegheny Cnty P A San Auth Swr 26,560.00
Interest at Date of Death 496.44
25,000 Beaver Cnty P A Rfdg 25,768.25
Interest at Date of Death 47.84
10,000 Cumberland Co P A Mun Au Rev 10,127.90
Interest at Date of Death 221.66
Page 3
(3)
Estate Inventory (Continued)
Par
Value Bonds, Debentures & T -Bills
15,000 Philadelphia P A Gen Oblig $ 15,342.15
Interest at Date of Death 60.41
15,000 Philadelphia PA Wtr & Waste Wtr 15,420.90
Interest at Date of Death 339.58
Total Bonds, Debentures & T -Bills $ 109,578.71
Tangible Personal Property
1996 Saturn SL 1 Sedan $ 2,625.00
Inclinator 1,000.00
Tangible Personal Property - sale to
family members 7,850.00
Tangible Personal Property
distributed under Memorandum 22,313.00
Tangible Personal Property sold at
public sale 8,407.00
Total Tangible Personal Property 42,195.00
No. of
Shares Mutual Funds
508.81 Abbey National PLC PFD $ 13,142.56
2,163.73 Apex Mun Fd Ine 20,144.41
1,162.76 Citigroup Cap IX Trups 6.00% 28,685.42
401.46 Davis New York Venture Fund 12,730.36
8,438.1 Dreyfus Premier State Muni Bd 135,431.51
612.29 Duquesne Light Co 6.7% 15,644.12
16,530.7 Fulton Financial Corp-P A 263,499.37
Page 4
(4)
Estate Inventory (Continued)
No. of
Units Mutual Funds
400 Georgia Power 5.70% $ 10,000.00
25,000 Interboro Sch Dist P A Delaware 26,011.00
Interest at Date of Death 220.22
469.23 John Hancock Regional Bank Fd 18,694.44
25,000 Lewisburg P A Area Sch Dist 25,205.75
Interest at Date of Death 100.69
880.21 Morgan Stanley CP TR III 6.25% 21,574.01
6,822.62 Muniyield P A Fd 105,000.16
15,000 Northampton Co PA Hghr Ed AU 15,414.45
Interest at Date of Death 339.58
5 Penn Insd Mun Bd #5Q 360.00
20,000 Pennsylvania St Higher Ed 20,540.20
Interest at Date of Death 247.22
655.19 Public Svc Co Okla 6.0 16,550.27
436.62 San Diego CA Pension ObI 10,994.15
673.18 SB Health Sciences CL A 8,684.07
17,323.03 SB Pennsylvania Port CL A 219,829.26
593.35 SB Technology CL A 2,337.81
1,517.53 Templeton Growth Fund Class A 35,950.42
25 UTS Municipal Invt Tr Fd #202M 14,734.00
15 UTS Penn Insd Mun Incm #54S 2,337.75
211.04 York Water Co 4,693.69
Total Mutual Funds $ 1,049,096.89
Total Inventory $ 2,096,884.98
Page 5
(5)