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decedent contributed approximately $1,118,500 of his listed
securities, along with notes receivable from Robert’s family
members, to the partnership. Robert contributed to the partnership
his interest in 10 T. Rowe Price mutual funds worth approximately
$372,000, and his Norwood ranch in Colorado (appraised at
$460,000).
The assets of the Thompson Partnership (and the values of
those assets) as of July 1993 were as follows:
Shares Value
Decedent’s contributions
Municipal bonds
Dist. Columbia --- $53,685
Dover Dela. Wtr & Swr --- 27,498
Dover Dela. Wtr & Swr --- 22,019
Orlando Waste --- 5,208
Dela. Hlth --- 33,548
Tampa Wtr & Swr -–- 43,713
Stocks
Atlantic Richfield 100 11,575
Coca Cola 2,400 103,800
GTE 9,200 332,350
General Electric 1,600 157,600
Intercapital invest 2,000 32,000
Intercapital income 800 12,100
IBM 400 17,800
Johnson & Johnson 600 21,900
Merck 900 27,563
Meridian Bankcorp 1,000 32,125
3M 200 21,000
Phila. Elec./PECO Energy 500 15,750
Xerox 1,800 131,400
Mutual Funds
John Hancock Freedom 900 15,894
Loans receivable
Amy Thompson -–- 139,739
Ted Thompson --- 14,064
Margaret Thompson --- 140,000
Decedent’s total 1,412,331
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