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HomeMy WebLinkAbout10-15-07 (4) .. . INVENTORY REGISTER OF WILLS OF Cumberland COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND } SS File Number 21Q7;"'j0091 Personal Representative(s) of the Estate of Janet M. Hoffman deceased, depose(s) and say(s) that the items appearing in the following inventory include all of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said inventory represents its fair value as of the date of the decedent's death, and that Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that which appears in a emoran l-~ the en of is inventory. I verify that the statements made in this Inven- } () . tory are true and correct. I understand that false state- ments herein are made subject to the penalties of 18 Pa.C.S. ~ 4904 relating to unsworn falsification to authorities. Attorney -- (Name) David M. Watts, Jr. (Address) 100 Pine Street, Harrisburg, PA 17108 (Telephone) 717-237-5344 (Supreme Court J.D. No.) 42232 DATE OF DEATH LAST RESIDENCE DECEDENT'S SOC. SEC. NO. January 19,2007 824 Lisburn Road, Apt. 5, Camp HiI1, P A 17011 I FIGURES MUST BE TOTALEDl 195-16-3890 SEE A TT ACHED 654,282.56 " ,. :. ~ r~.:; r0 (Attach additional sheets as needed) TOTAL: 654,282.56 NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative include the value of each item, but such figures should not be extended into the total of the Inventory. (See 20 Pa. c.s. S 330/(b)) Form RW-09 rev. 10.13.06 \J' .... INVENTORY REGISTER OF WILLS OF Cumberland COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYL VANIA COUNTY OF CUMBERLAND } SS File Number 2107-:-p091 Personal Representative(s) of the Estate of Janet M. Hoffman deceased, depose(s) and say(s) that the items appearing in the following inventory include all of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said inventory represents its fair value as of the date of the decedent's death, and that Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory. I verify that the statements made in this Inven- } tory are true and correct. I understand that false state- ments herein are made subject to the penalties of 18 Pa.C.S. ~ 4904 relating to unsworn falsification to authorities. (! ;~~ k.~('j~ Attorney -- (Name) David M. Watts, Jr. (Address) 100 Pine Street, Harrisburg, PA 17108 (Telephone) 717-237-5344 (Supreme Court J.D. No.) 42232 DATE OF DEATH LAST RESIDENCE January 19,2007 824 Lisburn Road, Apt. 5, Camp Hill, PA 17011 I FIGURES MUST BE TOTALED I I DECEDENT'S soc. SEC. NO. 195-16-3890 SEE A TT ACHED 654,282.56 (Attach additional sheets as needed) TOTAL: 654,282.56 NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative include the value of each item, but such figures should not be extended into the total of the Inventory. (See 20 Pa. Cs. S 3301(b)) FormRW-09 rev. 10.13.06 INVENTORY REGISTER OF WILLS OF Cumberland COUNTY, PENNSYL VANIA COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND } SS File Number 2107-0091 Personal Representative(s) of the Estate of Janet M. Hoffman deceased, depose(s) and say(s) that the items appearing in the following inventory include all of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said inventory represents its fair value as of the date of the decedent's death, and that Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory. I verify that the statements made in this Inven- } tory are true and correct. I understand that false state- ments herein are made subject to the penalties of 18 Pa.C.S. ~ 4904 relating to unsworn falsification to authorities. a~JJ~~ Attorney -- (Name) David M. Watts, Jr. (Address) 100 Pine Street, Harrisburg, PA 17108 (Telephone) 717-237-5344 (Supreme Court J.D. No.) 42232 DATE OF DEATH LAST RESIDENCE January 19,2007 824 Lisbum Road, Apt. 5, Camp Hill, P A 17011 I FIGURES MUST BE TOTALED I I DECEDENT'S soc. SEC. NO. 195-16-3890 SEE A IT ACHED 654,282.56 (Attach additional sheets as needed) TOTAL: 654,282.56 NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may. at the election of the personal representative include the value of each item, but such figures should not be extended into the total of the Inventory. (See 20 Pa. C.S. f 330/(b)) Form RW-09 rev. 10.13.06 .~ Estate of Janet M. Hoffman Estate Inventory Valued as of Date of Death Face Value Cash & Cash Equivalents 25,000 CERTIFICATE OF DEPOSIT BUSHEY BANK 4.95% DUE 10/0612007 $ 24,829.00 25,000 CERTIFICATE OF DEPOSIT CAPITAL ONE BANK 24,732.00 CASH 142.00 25,000 CERTIFICATE OF DEPOSIT NET BANK 5.05% DUE 06/02/2008 24,883.00 25,000 CERTIFICATE OF DEPOSIT WASHINGTON MUTUAL BANK 4.95% DUE 5/3112007 24,915.00 MERRILL LYNCH BANK DEPOSIT PROGRAM 65,310.00 MISCELLANEOUS REFUNDS 162.00 PSECU CERTIFICATE OF DEPOSIT 6,168.14 PSECU CHECKING ACCOUNT 7,319.78 PSECU MONEY MARKET 6,563.42 PSECU SAVINGS ACCOUNT 67,448.22 DEPARTMENT OF THE TREASURY - 2006 TAX REFUND 3,060.00 Total Cash & Cash Equivalents $ 255,532.56 No. of Shares Stocks 300 AL TRIA GROUP INe. $ 26,178.00 400 ANHEUSER BUSH COS INC. 20,328.00 1,000 CATERPILLAR INC. 59,370.00 308 CHEVRON CORP. 22,275.00 186 CONOCO PHILLIPS 11,895.00 359 DUPONT EI DENEMOURS 18,252.00 528 EXXON MOBIL CORP. 38,824.00 Page 1 (1) --------------- --------- ---------- --- -.-....---- --------- _,W Estate Inventory (Continued) No. of Shares Stocks 800 INTEL CORP. $ 16,656.00 700 KLA TENCORCORP. 33,607.00 1,000 MICROSOFT CORP. 31,110.00 675 MYLAN LABORATORS INC. 14,141.00 10 PUBLIC SOTRAGE INC SER A 266.00 400 SIERRA PACIFIC RESOURCES 6,852.00 74 SYNGENT A AG ADR 2,839.00 200 TRANSOCEAN INC. 15,160.00 196 TYCO INTL LTD. NEW COMMON 6,025.00 725 V AN KAMPEN GOVT INCOME FUND 7,236.00 Total Stocks $ 331,014.00 Tangible Personal Property 2004 CHRYSLER TOWN AND COUNTY MINI VAN $ 14,000.00 Total Tangible Personal Property 14,000.00 Real Property CEMETARY LOTS(TWO) LOCATED AT WOODLAWN MEMORIAL GARDENS, 4855 LONDONDERRY ROAD, HARRISBURG, PA 17109 $ 0.00 Total Real Property 0.00 No. of Units Mutual Funds 1,000 BLACKROCK APEX MUNI FUND $ 10,750.00 1,000 EATON VANCE ENH EQUITY FUND 20,630.00 2,137 FRANKLIN CUSTFUND CLASS A 5,684.00 1,042 GLOBAL HIGH INCOME FUND 16,672.00 Total Mutual Funds 53,736.00 Page 2 (2) . "... Total Inventory Page 3 Estate Inventory (Continued) (3) $ 654,282.56