HomeMy WebLinkAbout04-11-08 (2)
-I
15056041147
REV-1500 EX (06-05)
PA Department of Revenue
Bureau of Individual Taxes
PO BOX.280601
Harrisburg, PA 17128-0601
ENTER DECEDENT INFORMATION BELOW
Sociall Security Number Date of Death
OFFICIAL USE ONLY
*'
County Code Year
INHERITANCE TAX RETURN 21 07
RESIDENT DECEDENT
File Number
00692
Date of Birth
722 09 1370
07 12 2007
06 25 1906
Decedent's Last Name
Suffix
Decedent's First Name
GEORGE
MI
C
HOOPY
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name
Suffix
Spouse's First Name
MI
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
[!] 1. Original Return D
D 4. Limited Estate D
2. Supplemental Return
D
00
3. Remainder Retum (date of death
prior to 12-13-82)
5. Federal Estate Tax Retum Required
4a. Future Interest Compromise
(date of death after 12-12-82)
[K]
o
6. Decedent Died Testate
(Attach Copy of Will)
00
D
7 Decedent Maintained a Living Trust
. (Attach Copy of Trust)
8. Total Number of Safe Deposit Boxes
9. Litigation Proceeds Received
1 0 Spousal Poverty Credit (date of death
. between 12-31-91 and 1-1-95)
D
11. Election to tax under Sec. 9113(A)
(Attach Sch. 0)
CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name' Daytime Telephone Number
EDMUND G. MYERS (717) 761 4540
Firm Name (If Applicable)
JOHNSON DUFFIE
REGISTER OF WILLS USE R~L Y
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:-~ f':';:')
(,U
City or Post Office
LEMOYNE
State
PA
ZIP Code
17043
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First line of address
301 MARKET STREET
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Second line of address
POBOX 109
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Correspondent's e-mail address:
Under penaltie perjury, I declare that. I have examined this return, including accompanying ~chedules and ~tatements, and tp the best of my knowledge and belief,
it is tru tad complete. Declaration of prepareI' other than the personal representative IS based on alllnformalion of which prepareI' has any knoWledge.
S ATU SP SIBL OR FILING RETURN DATE
rt 7/M& T TRUST COMPANY
EDMUND G. MYERS
DATE
If! ~ '();V'
301 MARKET STREET, LEMOYNE, PA 17043
Side 1
L
15056041147
15056041147
-I
-I
15056042148
REV-1500 EX
Decedent'. Name: GEORGE C. HOOPY
Decedent's Social Security Number
722 09 1370
RE:CAPITULA TION
1. Real Estate (Schedule A).......................................................................................... 1.
2. Stocks and Bonds (Schedule B)...............................................................................
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C).......... 3.
4. Mortgages & Notes Receivable (Schedule D).......................................................... 4.
5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E)................ 5.
6. Jointly Owned Property (Schedule F) 0 Separate Billing Requested............. 6.
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G). 0 Separate Billing Requested............. 7.
8. Total Gross Assets (total Lines 1-7)....................................................................... 8.
9. Funeral Expenses & Administrative Costs (Schedule H)......................................... 9.
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)................................ 10.
11. Total Deductions (total Lines 9 & 10)...................................................................... 11.
12. Net Value of Estate (Line 8 minus Line 11)............................................................. 12.
13. Charitable and Governmental Bequests/See 9113 Trusts for which
an election to tax has not been made (Schedule J)................................................. 13.
14. Net Value Subject to Tax (Line 12 minus Line 13)................................................. 14.
TAX COMPUTATION - SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate, of
transfers under Sec. 9116
(a)(1.2) X .00
16. Amount of Line 14 taxable
at lineal rate X .045
17. Amount of Line 14 taxable
at sibling rate X .12
18. Amount of Line 14 taxable
at collateral rate X .15
o . 0 0
15.
o . 0 0
16.
o . 00
17.
516,629.96
18.
19. Tax Due..................................................................................................................... 19.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
Side 2
L
15056042148
2.
2,427,813.12
626,478.43
661,449.04
3,715,740.59
154,125.02
3,712.65
157,837.67
3,557,902.92
2,962,892.67
595,010.25
o . 0 0
o . 0 0
o . 0 0
77,494.49
77,494.49
D
15056042148
-I
REV-1500 EX Page 3
Decedent's Complete Address:
DECEDENT'S NAME
GEORGE C. HOOPY
STREET ADDRESS
The Woods at Cedar Run
File Number 21-07 -00692
CITY
824 Lisburn Road - Apt. 404
Camp Hill
PA
STATE
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. CreditslPayments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1 )
45,000.00
2,368.42
Total Credits (A + B + C)
(2)
3. InterestfPenalty if applicable
D. Interest
E. Penalty
TotallnterestlPenalty (0 + E)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 2 Line 20 to request a refund
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
A. Enter the interest on the tax due.
B. Enter the total of Line 5 + 'SA. This is the BALANCE DUE.
(3)
(4)
(S)
(SAY'
'.(SBt..:.
Make Check Payable to: REGISTER OF WILLS, AGENT
ii'
17011
77,494.49
47,368.42
30,126.07 ;
- 3'0,126';07.1
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: '" Yes
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;.................................,.,..x
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?.............................................................................................................:..,: .:/ : 0
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?........, 0
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which . .-:
contains a beneficiary designation?...................................................................................................................,.;.},.;.o. '. .' ~
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS.pARTOFTHE RETURN.
!......" ,,"' )
B
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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 spo,use is three (3) percent [72 P.S. ~9116 (a) (1.1) (i)]. .
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 zero
(0) percent [/'2 P.S. ~9116 (a) (1.1) (ii)]. The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements
for disclosurEI of assets and filing a tax retum are still applicable even if the surviving spouse is the only beneficiary.
For dates of death on or after July 1,2000: :.' .'. ..' ':i:..:;.,
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 zero (0) percent [72 P.S. ~9116 (a) (1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is four and one-half (4.S) percent,
except as noted in 72P.S.~9116 1.2)[72P.S.~9116(a)(1)]. ..' ... ,"
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent [72 P.S. 99116 (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 bYI?lood.pr adoption.
'..0 ~..
~.' .
Rev.1&03 EX+ (6-98)
*'
SCHEDULE B
STOCKS & BONDS
COMMONWEAL Tti OF PENNSYL VI<NIA
INHERIT !<NCE T AA RETURN
RESIDENT DECEDENT
HOOPY, GEORGE C.
FILE NUMBER
21-07 -00692
ESTATE OF
All property Jolntly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
CUSIP
NUMBER
DESCRIPTION
UNIT VALUE
VALUE AT DATE
OF DEATH
1
1,047.00 Shares - Sovereign Bancorp Inc. Common
(8459905108) - @ $21.535 per share.
22.547.15
2
2,000 Shares - Harsco Corp. Common (415864107) @
$53.7725 per/share
107.545.00
3
2,190 Shares Fulton Financial Corp. Common
(360271100) - @ $14.52 per/share, plus $328.50
accrued divident.
32.127.30
4
2,600 Shares PP&L Corp. Common (69351T106) - @
$48.085 per/share
125.021.00
5
20,000 Shares - Allied Irish (019228402) @ $55.735
per/share
1.114.700.00
6
250 Shares PNC Financial Services Common
(693475105) - @ $72.985 per/share
18.246.25
7
282 Shares Travelers Companies, Inc. Common
(792860108) - @ $53.59 per/share
15.112.38
8
300 Shares UGI Corp. New - Common (902681105) -@
$27.435 per/share
8.230.50
9
400 Shares - CSX Corp. Common (126408103) - @
$47.395 per/share
18.958.00
10
500 Shares Hersha Hospitality Tr Sh Ben Int A (ASE)
(427815104) - @ $12.755 per/share, plus $90.00
accrued dividend.
6.467.50
Total of Continuation Schedules See attached
pages
TOTAL (Also enter on Line 2, Recapitulation) 2.427.813.12
(If more space is needed, additional pages of the same size)
Copyright (c) ;~002 form software only The Lackner Group, Inc. Form PA-1500 Schedule B (Rev 6-98)
Rev-1503 EX+ (5-98)
*'
SCHEDULE B
STOCKS & BONDS
continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
HOOPY, GEORGE C.
FILE NUMBER
21-07 -00692
ESTATE OF
ITEM CUSIP VALUE AT DATE
NUMBER NUMBER DESCRIPTION UNIT VALUE OF DEATH
11 542 Keycorp New Common (493267108) @ $34.61 18.758.62
per/share
12 800 Shares - Carlisle Cos, Inc. Common (142339100) @ 38.476.00
$48.095 per/share
13 Fulton Financial - Acct. No. 39817581 - 38.42 Shares 38.42
-Prin:'e Cash Series - Money Market @ $1.00 p.share
14 Fulton Financial - Acct. No. 39817581 - 9,762.35 Shares 99.966.46
- Franklin PA Tax - Free Income A (354723801) @
$10.24 p/share
15 Janney Montgomery Scott - Acct. No. 4315-9870 - 10.353.14
$10,000 PA St. Tpk - Commn Oil Rev. Bd (709221FJ9)
@ 102.9620, plus 56.94 accrued interest.
16 Janney Montgomery Scott - Acct. No. 4315-9870 - 10.236.16
$10,000 Pittsburgh PA - Wtr & Swr Auth W Rev. Bd
(725304JWO) @ 100.5240, plus $183.76 accrued
interest.
17 Janney Montgomery Scott. Acct. No. 4315-9870 - 10.508.43
$10,000 Powhatan Cnty - VA G. O. Sch Bd.
(739372BY5) - @ 102.6260, plus $245.83 accrued
interest.
18 Janney Montgomery Scott. Acct. No. 4315-9870 - 11.065.53
$10,000 United States - Treasury Bd (912810EW4) - @
108.218750, plus $243.65 accrued interest.
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule B (Rev. 6-98)
Rey.1603 EX+ (6-98)
*'
SCHEDULE B
STOCKS & BONDS
continued
COMMONWEAlTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
HOOPY, GEORGE C.
FILE NUMBER
21-07 -00692
ESTATE OF
ITEM CUSIP VALUE AT DATE
NUMBER NUMBER DESCRIPTION UNIT VALUE OF DEATH
19 Janney Montgomery Scott - Acct. No. 4315-9870 - 10,255.67
$10,000 Upper St. Clair - Twp PA Sch Dist G. O. Bd
(916507GT7) - @ 100.000, plus $255.67 accrued
interest.
20 Janney Montgomery Scott - Acct. No. 4315-9870 - 10,300.91
$10,000 West Mifflin PA - San Swr Mun Au Rev Bd
(954507BX6) - @ 100.7730, plus $223.61, accrued
interest.
21 Janney Montgomery Scott - Acct. No. 4315-9870 - 15,142.21
$15,000 Delaware Riv. - Port Auth PA & NJ Rev Bd.
(246352AH1) @ 100.7800, plus $25.21 accrued interest.
22 Janney Montgomery Scott - Acct. No. 4315-9870 - 15,123.49
$15,000 PA Inter- - governmental Ref. Rev. Bd.
(708840GJ6) @ 100.4670, plus $53.44 accrued
interest.
23 Janney Montgomery Scott - Acct. No. 4315-9870 - 14,691.53
$15,000 PA St. Higher - Edl Fac Bd (70917RCQ6) - @
97.0560, plus 133.13 accrued interest.
24 Janney Montgomery Scott - Acct. No. 4315-9870 - 15.201.30
$15,000 PA St. Tpk - Commn Oil Rev Bd. (709221CFO) -
@ 100.8010, plus $81.15 accrued interest.
25 Janney Montgomery Scott - Acct. No. 4315-9870 - 15,361.72
$15,000 Pittsburgh PA - Wtr & Swr Auth Bd.
(725304HR3) - @ 100.5920, plus $272.92 accrued
interest.
Copyright (c) :2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule B (Rev. 6-98)
Rov.1603 EX_ (6-98)
*'
SCHEDULE B
STOCKS & BONDS
continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
HOOPY, GEORGE C.
FILE NUMBER
21-07 -00692
ESTATE OF
ITEM CUSIP VALUE AT DATE
NUMBER NUMBER DESCRIPTION UNIT VALUE OF DEATH
26 Janney Montgomery Scott - Acct. No. 4315-9870 - 20.344.55
$20,000 Central Dauphin. PA Sch. Bd. (153300GY8) @
101.1960, plus $105.35 accrued interest.
27 Janney Montgomery Scott - Acct. No. 4315-9870 - 20.735.02
$20,000 Lancaster Cnty - PA G.O. Bd (514040QE7) - @
102.6890, plus $197.22, accrued interest.
28 Janney Montgomery Scott - Acct. No. 4315-9870- 20.897.44
$20,000 New York St. - Dorm Auth Rev Bd.
(749839B22) - @ 102.1840, plus $460.64 accrued
interest.
29 Janney Montgomery Scott - Acct. No. 4315-9870- 20.162.28
$20,000 PA St. Higher Edl - Fac Rev Bd. (709174Q58) -
@ 100.4270, plus 76.88 accrued interest.
30 Janney Montgomery Scott. Acct. No. 4315-9870 - 20.766.89
$20,000 PA St. Tpk - Commn Bd (709223NN7) - @
103.2650, plus $113.89, accrued interest.
31 Janney Montgomery Scott. Acct. No. 4315-9870 - 20.819.69
$20,000 Philadelphia PA - Gas Wks Rev Bd
(717823Q92) - @ 102.2790, plus $363.89 accrued
interest.
32 Janney Montgomery Scott - Acct. No. 4315-9870 - 20.829.62
$20,000 Virginia St. Res. - Auth Wtr & Swr Bd
(928181FQ4) - @ 103.1620, plus $197.22 accrued
interest.
Copyright (c) 2002 form software only T/1e Lackner Group, Inc.
Form PA-1500 Schedule B (Rev. 6-98)
Rev-1603 EX + (6-98)
*'
SCHEDULE B
STOCKS & BONDS
continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
HOOPY, GEORGE C.
FILE NUMBER
21-07 -00692
ITEM CUSIP VALUE AT DATE
NUMBER NUMBER DESCRIPTION UNIT VALUE OF DEATH
33 Janney Montgomery Scott - Acct. No. 4315-9870 - 24.455.33
$25,000 Middletown Boro - PA Swr & Wtr Bd.
(596850EY9) - @ 97.6930, plus $32.08 accrued interest.
34 Janney Montgomery Scott - Acct. No. 4315-9870 - 25,237.24
$25,000 PA St Higher - Edl Fac Rev Bd, (7091713U4) -
@ 98.6750, plus $568.49 accrued interest.
35 Janney Montgomery Scott - Acct. No. 4315-9870 - 25,916.11
$25,000 Pennsylvania - St G.O. Bd. (709141KM6) - @
103.0950, plus $142.36 accrued interest.
36 Janney Montgomery Scott - Acct. No. 4315-9870 - 23,392.04
$25,000 Pennsylvania - Ref. Bd. (709141085) - @
$93.4490, plus $29.79 accrued interest.
37 Janney Montgomery Scott - Acct. No. 4315-9870 - 25,335.44
$25,000 Philadelphia PA - Gas Wks Bd. (717823VE5) -
@ 101.1890, plus $38.19 accrued interest.
38 Janney Montgomery Scott - Acct. No. 4315-9870 - 26,687.75
$25,000 Philadelphia PA - Gas Wks Bd (717823F78) - @
104.4590, plus $573.00 accrued interest.
I
39 Janney Montgomery Scott - Acct. No, 4315-9870 - 25,854.86
I $25,000 Unity Twp PA - Mun Auth Swr Rev Bd
(913330AT3) - @ 102.8500, plus$142.36 accrued
interest.
40 Janney Montgomery Scott - Acct. No. 4315-9870 - 25,258.93
$25,000 Westmoreland - Cnty PA Bd. (960895VE7) - @
100.5090, plus $131.68 accrued interest.
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule B (Rev. 6-98)
Rev-1503 EX+ (6-98)
*'
SCHEDULE B
STOCKS & BONDS
continued
C:OMMONWOA!. TH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIOENT DECEDENT
ESTATE OF
HOOPY, GEORGE C.
FILE NUMBER
21-07 -00692
ITEM CUSIP VALUE AT DATE
NUMBER NUMBER DESCRIPTION UNIT VALUE OF DEATH
41 Janney Montgomery Scott - Acct. No. 4315-9870 - 30.243.15
$30,000 Philadelphia PA - Sch. Dist. Bd. (717880Z35) -
@99.5480, plus 378.75 accrued interest.
42 Janney Montgomery Scott - Acct. No. 4315-9870- 5.131.70
$5,000 Lancaster Cnty PA - Solid Waste Bd.
(514057BX5) . @102.2590, plus $18.75 accrued
interest.
43 Janney Montgomery Scott - Acct. No. 4315-9870 - 49.665.96
$50,000 Bear VY PA Jt. - Auth. Wate Revenue Bd
(07384PCA1) @ 98.4740, plus 428.96 accrued interest.
44 Janney Montgomery Scott - Acct. No. 4315-9870 - 49.357.86
$50,000 Bethel Park PA - Mun Auth Swr Re Rev Bd.
(087032CG1) - @ 97.1510, plus $782.36 accrued
interest.
45 Janney Montgomery Scott - Acct. No. 4315-9870 - 51.104.72
$50,000 Hazleton PA - Area Sch. Dist. Bd. (422002CFO)
@ 100.3900, plus 909.72 accrued interest.
46 Janney Montgomery Scott - Acct. No. 4315-9870- 51.628.00
$50,000 Philadelphia PA - G. 01. Bd (717813EW5) - @
101.6310, plus $812.50 accrued interest.
47 Janney Montgomery Scott - Acct. No. 4315-9870 - 67,093.96
$65,000 Spring-Ford Area - Sch. Dist PA Bd.
, (849534FG2)- @ 101.4930, plus $1,123.51 accrued
interest.
I
Copyright (c) :W02 form software only The Lackner Group, Inc.
Form PA-1500 Schedule B (Rev. 6-98)
Rov.1603 EX+ 16.'81
.
SCHEDULE B
STOCKS & BONDS
continued
COMMONWEALTH Of P~NNSYLVANIA
INH~RITANC~ TAX RETURN
R~SIDENT DEC~DENT
HOOPY, GEORGE C.
FILE NUMBER
21-07 -00692
ESTATE OF
ITEM CUSIP VALUE AT DATE
NUMBER NUMBER DESCRIPTION UNIT VALUE OF DEATH
48 Janney Montgomery Scott - Acct. No. 4315-9870 - 2.050.00
Cash
49 Janney Montgomnery Scott - Acct. No. 4315-9870- 10.409.91
$10,000 PA St. Higher - Edl Fac Rev Bd. (70917NDU5) -
@ 101.8630, plus $223.61 accrued interest.
!
TOTAL (Also enter on Line 2, Recapitulation) 2.427.813.12
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule B (Rev. 6-98)
Rev-150S EX.' (6-9S)
*'
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
HOOPY, GEORGE C.
FILE NUMBER
21-07 -00692
Indude the proceeds of litigation and the date the proceeds were received by the estate,
All property jolntly-owned with the right of survivorship must be dlsclosed on schedule F.
ITEM
NUMBER DESCRIPTION
1 The Travelers Insurance Co. - Premium Refund
VALUE AT DATE
OF DEATH
93.00
21st National Bank of Marysville - Certificate No. 3062878 - Date of death balance,
plus accrued interest.
50.091.09
31st National Bank of Marysville - Certificate No. 3065039 - Date of death balance,
plus accrued interest.
50.056.16
4 Cash
531.92
5 Comcast - cable service refund
41.44
6 Home Instead Care - return of deposit
1.568.12
7 Keycorp - uncashed dividend check payable 6/15/07
197.83
8 M&T Bank - Account No. 31003916809379 - Date of death balance, plus accrued
interest.
100.012.71
9 M& T Bank - Account No. 31003917267451 - Date of death balance, plus accrued
interest.
50.080.67
10 M&T Bank - Account No. 43860761 - Date of death balance, plus accrued interest.
76.468.37
11 Messiah College -annuity payment due decedent - 6/29/07
10.344.80
12 Pennsylvania Treasury Department - escheated cash
369.90
13 PNC Bank - Certificate No. 31100309942 - Date of death balance, plus accrued
interst.
50.012.09
Total of Continuation Schedule
See attached page
TOTAL (Also enter on Line 5, Recapitulation)
626.478.43
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule E (Rev. 6-98)
Rev-1508 EX+ (6-98)
*'
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
HOOPY, GEORGE C.
IFILE NUMBER
21-07 -00692
ITEM
NUMBER
VALUE AT DATE
OF DEATH
14
DESCRIPTION
PNC Bank - Certificate No. 31700234336 - Date of death balance, plus accrued
interest.
50.098.32
15
PNC Bank - Checking Account No. 5140030087 - Date of death balance, plus
accrued interest.
30.166.83
16
Sovereign Bank - Account No. 1055433120 - Date of death balance, plus accrued
interest.
50.078.94
17
Sterling Financiar (Successor to Pennsylvania State Bank) - Certificate No. 11352 -
Date of death balance, plus accrued interest.
50.260.49
18
Sterling Financial (Successor to Pennsylvania State Bank) - Certificate No. 11458 -
Date of death balance, plus accrued interst.
50,069.87
19
The Patriot-News - subscription refund
20.50
20
The Woods at Cedar Run - refund of unused security deposit.
1,130.87
21
United Health Care - refunds
304.01
22
United States Treasury - refund - decedent's 2007 - Form 1040
3.460.00
23
2006 Pennsylvania Liberty Dollar - Sale Price
50.00
24
Household Goods in apartment - Sale Price
970.50
TOTAL (Also enter on Line 5, Recapitulation)
626.478.43
Copyright (c) <~002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule E (Rev. 6-98)
Rev-15l0 EX+ 1[6-98)
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
COMMONWEALTH OF PENNSYlVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
HOOPY, GEORGE C.
FILE NUMBER
21-07 -00692
This schedule must be completed and filed ~ the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes.
ITEM Dt::SCRIPTION OF PROPERTY DATE OF DEATH % OF DECO'S EXCLUSION TAXABLE
NUMBER INCLUDE NAME OF TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND VALUE OF ASSET INTEREST (IF APPLICABLE) VALUE
THE DATE OF TRANSFER. ATTACH A COPY OF THE DEED FOR REAL ESTATE.
1 ING Annuity Contract No. 0002718199989FE- 85.491.25 85.491.25
Beneficiary - Shippensburg University
Foundation - Date of death value.
2 ING Annuity Contract No. 4000010439989- 121.130.17 121.130.17
Beneficiary - Holy Spirit Hospital - Date of death
value.
3 ING Annuity Contract No. LsL00200 - Beneficiary 20.587.06 20.587.06
- Estate of George C. - Hoopy. Date of death
value.
4 Revocable Trust dated December 3,1997 422.240.56 422.240.56
between George C. Hoopy and - Patricia R.
Hoopy, his wife (000 -1/22/1999) and M & T
Bank, Trustee
5 Beatrice Mattern - (Friend) - Cash - 09/25/2006 9.000.00 3.000.00 6.000.00
6 Doris Angeloff (Friend) - Cash - 6/29/07 5.000.00 3.000.00 2.000.00
7 Janet Arnold (Friend) - Cash - 09/03/2006 5.000.00 3.000.00 2.000.00
8 Kelly McCormack - (Friend) - Cash - 01/05/2007 5.000.00 3.000.00 2.000.00
.
TOTAL (Also enter on Line 7, Recapitulation) 661.449.04
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule G (Rev. 6-98)
REV-1151 EX... (12-99)
*'
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
HOOPY, GEORGE C.
FILE NUMBER
21-07 -00692
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER
A. FUNERAL EXPENSES:
DESCRIPTION
AMOUNT
See continuation schedule(s) attached
6,841.98
1.
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
B.
M& T TRUST COMPANY
Social Security Number(s) I EIN Number of Personal Representative(s):
Street Address
ONE WEST HIGH STREET
City Carlisle State
Year(s) Commission paid
See continuation schedule(s) attached
PA
Zip 17013
84,374.00
2.
Attorney's Fees
See continuation schedule(s) attached
56,250.00
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City
Relationship of Claimant to Decedent
State
Zip
4.
Probate Fees
595.00
5.
See continuation schedule(s) attached
Accountant's Fees
700.00
See continuation schedule(s) attached
6. Tax Return Preparer's Fees
7.
Other Administrative Costs
See continuation schedule(s) attached
5,364.04
TOTAL (Also enter on line 9, Recapitulation)
154,125.02
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H (Rev. 6-98)
Rev-1502 EX+ (6-98)
.
SCHEDULE H.A
FUNERAL EXPENSES
continued
C,OMMONWEALTH OF f'ENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
HOOPV, GEORGE C.
FILE NUMBER
21-07-00692
ESTATE OF
ITEM
NUMBER
DESCRIPTION
AMOUNT
1
Musselman Funeral Home - funeral expenses
699.48
2
West Shore Country Club - funeral dinner
6.142.50
Subtotal
6.841.98
Copyright (c) 2002 form software only The Lackner Group, Inc,
Form PA-1500 Schedule H-A (Rev, 6-98)
Rev-1502 EX<. (6.98)
.
SCHEDULE H-B1
PERSONAL REPRESENTATIVE'S
COMMISSIONS
continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
HOOPY, GEqRGE C.
FILE NUMBER
21-07-00692
ITEM
NUMBE~:
DESCRIPTION
AMOUNT
1
M& T Trust Company - Executor's Commission
84.374.00
Subtotal
84.374.00
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H-B1 (Rev. 6-98)
Rev-1502 EX+ 1'6-98)
.
SCHEDULE H-B2
ATTORNEY'S FEES
continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIOENT DECEDENT
HOOPY, GEORGE C.
FILE NUMBER
21-07 -00692
ESTATE OF
ITEM
NUMBER
DESCRIPTION
AMOUNT
1
Johnson, Duffie, Stewart & Weidner - attorney fee
56.250.00
Subtotal
56.250.00
Copyright (c) 2'002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H-B2 (Rev. 6-98)
Rev-1502 EJ(+ (6-98)
*'
SCHEDULE H-84
PROBATE FEES
continued
C;OMMONWEAI. TH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
HOOPY, GEORGE C.
FILE NUMBER
21-07 -00692
ITEM
NUMBER
1
DESCRIPTION
Register of Wills - Cumberland County
AMOUNT
595.00
Subtotal
595.00
Copyright (c) ~~002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H-B4 (Rev. 6-98)
Rev-1602 EX+ (6-98)
*'
SCHEDULE H-B5
ACCOUNTANT'S FEES
continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT OECEOEN1"
HOOPY, GEORGE C.
FILE NUMBER
21-07 -00692
ESTATE OF
ITEM
NUMBER
DESCRIPTION
AMOUNT
1
Waggoner, Frutiger & Daub,LLP - preparation of decedent's 2007 - Federal and
State income tax returns.
700.00
Subtotal
700.00
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H-B5 (Rev. 6-98)
Rev-1502 EX.. (5-98)
*'
SCHEDULE H-87
OTHER
ADMINISTRATIVE COSTS
continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
HOOPY, GEORGE C.
FILE NUMBER
21-07 -00692
ESTATE OF
ITEM
NUMBEF<: DESCRIPTION AMOUNT
1 Cumberland Law Journal - Legal Advertisement 75.00
2 Ernest Garman - accounting services - 7/14/07 -7/28/07 540.00
3 Ibis Appraisal Services - appraisal of apartment contents 240.00
4 Karl Stine - removal of trash from apartment. 75.00
5 Register of Wills - Cumberland County - additional probate fees 1.500.00
6 Register of Wills - Cumberland County - filing First and Final Account 2.500.00
7 Register of Wills - Cumberland County - Short Certificates 40.00
8 Register of Wills.;. file Inventory & Inheritance Tax Return. 30.00
9 Register of Wills - Short Certificates -10/3/07 30.00
10 Rowe Auction - commission - sale of household items. 152.42
11 The Patriot-News - Legal Advertisement 154.62
12 Vital Records - death certificates for Patricia R. Hoopy 27.00
Subtotal
5.364.04
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H-B7 (Rev. 6-98)
Rev-1512 EX+ (6-98)
*'
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
COMMONWEAl.. TH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
HOOPY, GEORGE C.
FILE NUMBER
21-07 -00692
Include unreimburaed medical expenses.
ITEM
NUMBER DESCRIPTION
1 Alert Pharmacy - decedent's account balance
VALUE AT DATE
OF DEATH
4.64
2 AT&T - final telephone service charges
33.54
3 Checks that cleared after death - M& T Bank - Account No. 43860761 - Check No.
6436 - Tax collector - 2007 personal taxes - $9.80; Check No. 6438 - Holy Spirit -
account balance - $10.00; Check No. 6439 - Johnson, Duffie - Legal services -
$140.00; Check No. 6442 - Comcast - $40.13; Chec kNo. 6443 - Verizon - $24.37.
224.30
4 Holy Spirit Hospital - decedent's account balance.
57.44
5 In your Home Care - services to decedent.
480.00
6 PA Department of Revenue - tax due - decedent's 2007-PA 40 tax return.
949.00
7 The lion Foundation - balance due on decedent's $5,000.00 pledge - Pledge date -
February 25, 2005.
1.940.00
8 Verizon - telephone service - balance due.
23.73
TOTAL (Also enter on Line 10, Recapitulation)
3,712.65
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule I (Rev. 6-98)
REV.1513 EX'. 19-00)
ESTATE OF
NUMBER
I.
*'
SCHEDULE J
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
HOOPY, GEORGE C.
NAME AND ADDRESS OF
PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outright spousal
ctistributions, and transfers
under Sec. 9116(a)(1.2)]
FILE NUMBER
21-07 -00692
SHARE OF ESTATE AMOUNT OF ESTATE
(Words) ($$$)
RELATIONSHIP TO
DECEDENT
Do Not Ust Trusteels)
1
Beatrice Mattern
14 S. 30th Street
Camp Hill, PA 17011
Kelly McCormack
2195 Hastings Dr.
Mechanicsburg, PA 17055
Friend
6,000.00
Friend
2
2,000.00
3
West Shore Chamber of Commerce
4211 Trindle Road
Camp Hill, PA 17011
165,314.98
None
4
Odyssey HealthCare, Inc.
4660 E. Trindle Rd. Suite 204
Camp Hill, PA 17011
5,000.00
None
5
West Shore County Club
100 Brentwater Road
Camp Hill, PA 17011
165,314.98
None
See continuation schedule attached Continuation 173,000.00
Total 516,629.96
Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover sheet
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT
BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
See continuation schedule(s) attached
2,962,892.67
TOTAL OF PART" - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET
2,962,892.67
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule J (Rev. 6-98)
SCHEDULE J
BENEFICIARIES
(Part I, Taxable Distributions)
ESTATE OF:
GEORGE C. HOOPY 07/12/2007 722-09-1370
Item Name and Address of Person(s) Share of Estate Amount of Estate
Number Receiving Property Relationship (Words) ($$$)
6 Janet Arnold Friend 30,000.00
128 Bosler Avenue
Lemoyne, PA 17043
7 Kenneth R. Arthur Friend 1,000.00
5925 Stephens' Crossing
Mechanicsburg, PA 17050
8 David & Jane Fleming Friend 5,000.00
267 Ridge Hill Road
Mechanicsburg. PA 17050
9 Ernest B. Garman Friend 75,000.00
1509 Brandt Ave.
New Cumberland, PA 17070
10 Leon R. & Sally K. Smith Friend 50,000.00
545 Hummel Ave.
Lemoyne, PA 17043
11 The Woods at Cedar Run None 10,000.00
824 Lisburn Road
Camp Hill, PA 17011
12 Doris Angeloff Friend 2,000.00
215 Woodland Drive
New Cumberland, PA 17070
Total 173,000.00
1
Rev-1502 EX." (6-98)
.
SCHEDULE J.IIB
CHARITABLE AND GOVERNMENTAL
DISTRIBUTIONS
continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
HOOPY, GEORGE C.
FILE NUMBER
21-07 -00692
ITEM
NUMBER
AMOUNT
DESCRIPTION
1
American Cancer Society, Pennsylvania Division, Inc. - Capital Region Unit, P. O.
Box 498, Hershey, PA 17033
96.434.51
2
American Heart Association - Pennsylvania Affiliate -1019 Mumma Road,
Wormleysburg, PA 17043
96.434.51
3
American Red Cross of the Susquehanna Valley - 430 West Orange Street,
Lancaster, PA 17603
96.434.51
4
Calvary United Methodist Church -700 Market Street, Lemoyne, PA 17043
165.314.98
5
Duke University - 2127 Campus Drive, Box 90600, Durham NC 27708
308.590.43
6
Good Shepherd Catholic Church, Diocese of Harrisburg - 4800 Union Deposit Road,
Harrisburg, PA 17111
165.314.98
7
Harrisburg Academy -10 Erford Road, Wormleysburg, PA 17043
308.590.43
8
Helen O. Krause Animal Foundation, Inc. - P. O. Box 311, Mechanicsburg, PA
17055-0311
165.318.06
9
Historical Society of East Pennsboro, Inc. - 410 Cherry Street, P. O. Box 195, Enola,
PA 17025
165.314.98
10
Holy Spirit Hospital- 503 N. 21st Street, Camp Hill, PA 17011
308.590.43
11
Holy Spirit Hospital - Beneficiary - ING Annuity 4000010439989
121.130.17
12
Messiah College - One College Avenue, Box 3013, Grantham, PA 17027
308.590.43
13
Sea Cadets of the Harrisburg Council of the U.S. Navy League - 2991 N. Second
Street, Harrisburg, PA 17110
1.000.00
Copyright (c) <~002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule J-IIB (Rev. 6-98)
Rev.1502 EX+ (6-98)
*'
SCHEDULE .I-liB
CHARITABLE AND GOVERNMENTAL
DISTRIBUTIONS
continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
HOOPY, GEORGE C.
FILE NUMBER
21-07 -00692
ITEM
NUMBER
14
DESCRIPTION
Shippensburg University Foundation -1871 Old Main Drive, Shippensburg, PA
17257
AMOUNT
165.318.06
15
Shippensburg University Foundation - Beneficiary - ING Annuity - No.
0002718199989FE
85.491.25
16
The United Methodist Home for Children and Family Services, Inc. - 5120 Simpson
Ferry Road, Mechanicsburg, PA 17050
308.590.43
17
West Shore Lodge, No. 681, Free and Accepted Masons of PA - P. o. Box 329, Camp
Hill, PA 17001-0329
96.434.51
Subtotal
2.962.892.67
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule J-IIB (Rev. 6-98)
CG (Q) /J?YV
Last Will and Testament
OF
GEORGE C. HOOPY
j
~
I
I, GEORGE C. HOOPY, of Lower Allen Township, Cumberland County, Pennsylvania,
being of sound and disposing mind, memory and understanding, do hereby make, publish and
declare this as and for my Last Will and Testament, hereby revoking and making void any and all
Wills or Codicils at any time heretofore made by me.
ARTICI,E I
I direct the payment of all my legal debts, and the expenses of my last illness and funeral
from my Estate as soon after my death as conveniently may be done.
ARTICLE II
I give and bequeath:
A. The sum of Seven Thousand Five Hundred ($7,500.00) Dollars unto DORIS
ANGLEOFF, New Cumberland, Pennsylvania, provided she survives me;
B. The sum of One Thousand ($1,000.00) Dollars unto the SEA CADETS OF THE
HARRISBURG COUNCIL OF THE UNITED STATES NAVY LEAGUE;
-:']
I
I
"1
C. The sum of Seventy-five Thousand ($75000.00) Dollars unto ERNEST B.
GARMAN, New Cumberland, Pennsylvania, provided he survives me;
D. The sum of Twenty-five Thousand ($25,000.00) Dollars unto JANET ARNOLD,
Lemoyne, Pennsylvania, provided she survives me;
E. The sum ofTen Thousand ($10,000.00) Dollars unto THE WOODS AT CEDAR
RUN, 824 Lisburn Road, Camp Hill, Pennsylvania 17011, for such uses and purposes as suggested
i by the Independent Residents' Association, particularly for the library, pool table and the exercise
room equipment;
F. The sum of Thirty Thousand ($30,000.00) Dollars and my automobile unto LEON
R. S:MITH and SALLY K. S:MITH, husband and wife, 545 Hummel Avenue, Lemoyne,
Pennsylvania, or the survivor, provided that at least one (1) of these persons surv~ves me;
,-
G. The sum of One Thousand ($1,000.00) Dollars unto REV. KENNETH R.
ARTHUR, Mechanicsburg, Pennsylvania, provided he survives me;
H. The sum of Five Thousand ($5,000.00) Dollars until DAVID FLEMING and
JANE FLEMING, husband and wife, Mechanicsburg, Pennsylvania, or the survivor, provided
that at least one (1) of these persons survives me; and
1. The sum of Five Thousand ($5,000.00) Dollars unto ODYSSEY HEALTHCARE,
INC., 4660 Toodle Road, Suite 204, Camp Hill, Pennsylvania 17011.
ARTICLE ill
I give, devise and bequeath all the rest, residue and remainder of my Estate, of whatsoever
nature and wheresoever situate, as follows:
2
A. Four-eighths (4/8) thereof I give, devise and bequeath in equal shares unto the
following:
1. One share unto HOLY SPIRIT HOSPITAL, Camp Hill, Pennsylvania, to
fund a memorial in memory of PATRICIA R. and GEORGE C.
HOOPY;
2. One share unto HARRISBURG ACADEMY, Camp Hill, Pennsylvania,
for a scholarship fund in memory of PATRICIA R. and GEORGE C.
HOOPY;
3. One share unto THE UNITED METHODIST HOME FOR CHILDREN
AND FAMILY SERVICES, INC., to be used for the general purposes of
the organization.
4. One share unto DUKE UNIVERSITY, Durham, North Carolina, for a
scholarship fund in memory of PATRICIA R. and GEORGE C.
HOOPY; and
5. One share unto MESSIAH COLLEGE, Grantham, Ptfnnsylvania, for a.
scholarship fund in the Business School in memory of PATRICIA R. and
GEORGE C. HOOPY; t'
B. Three-eighths (3/8) thereof I give, devise and bequeath in equal shares unto the
following:
1. One share unto the CAL VARY UNITED METHODIST CHURCH, 700
Market Street, Lemoyne, Pennsylvania, to be used for the upkeep and
maintenance of the church property;
2. One share unto the GOOD SHEPHERD CATHOLIC CHURCH, 3435
Toodle Road, Camp Hill, Pennsylvania;
3. One share unto the HELEN O. KRAUSE ANIMAL FOUNDATION,
INC., Mechanicsburg, Pennsylvania;
4. One share unto the WEST SHORE COUNTRY CLUB, 100 Brentwater
Road, Camp Hill, Pennsylvania;
5. One share unto the WEST SHORE CHAMBER OF COMMERCE,
Camp Hill, Pennsylvania, provided however that this gift shall lapse if, at
3
the time of my death, WEST SHORE CHAMBER OF COMMERCE
has merged into or with the CAPITAL REGION CHAMBER OF
COMMERCE;
6. One share unto the EAST PENNSBORO mSTORICAL SOCIETY,
Enola, Pennsylvania; and
7. One share unto the SHIPPENSBURG UNIVERSITY FOUNDATION,
Shippensburg, Pennsylvania, for support of the Performing Arts Center.
C. One-eighth (1/8) thereof, I give, devise and bequeath in equal shares unto the
following:
1. One share unto the WEST SHORE LODGE No. 681, F & AM, 2215
Market Street, Camp Hill, Pennsylvania, to be used exclusively for
religious, charitable, scientific, literary and/or educational purposes;
2. One share unto the AMERICAN CANCER SOCIETY,
PENNSYLVANIA DIVISION, INC., Capital Region Unit, P.O. 498,
Hershey, Pennsylvania, 17033-0498;
3. One share unto the AMERICAN RED CROSS OF THE
SUSQUEHANNA VALLEY, P.O. Box 61977, Harrisburg, Pennsylvania
17106-1977; and
4. One share unto the AMERICAN HEART ASSOCIATION -
PENNSYL VANIA AFFILIATE, 1019 Mwnma Road, W ormleysburg,
Pennsylvania 17043;
ARTICLE IV
I direct that all estate, inheritance, transfer, and other taxes of a similar nature, payable by
reason of my death, together with any interest and penalties thereon, and imposed with respect to
any property, whether or not disposed of by this Will, shall be paid out of the residue of my estate.
I further direct that any and all such taxes shall be paid from and deducted from my residuary
estate prior to the calculation of the shares of the residuary beneficiaries, so that each residuary
beneficiary, charitable or not, shall bear a portion of the burden of such taxes.
4
I
L
I
i
j
ARTICLE V
I name, constitute and appoint MANUFACTURERS AND TRADERS TRUST
COMPANY Executor of this my Last Will and Testament.
IN WITNESS WHEREOF, I have hereunto set my hap.d and seal, this 2 C r# day of
/)J3"CU?B~/? ,2006.
~
~i (I.~ (SEAL)
(GEOR E C. HOOPY
SIGNED, SEALED, PUBLISHED AND DECLARED by the above-named Testator, as
and for his Last Will and Testament, in the presence of us, who at his request, in his presence and
in the presence of each other, have hereunto subscribed our names as witnesses.
"
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5
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ACKNOWLEDGMENT AND AFFIDAVIT
COMMONWEALTH OF PENNSYL VANIA
SSe
COUNTY OF CUMBERLAND
We,
C. HOOPY,
3(,
-hW\~ 'WCL( }U~
and
, the Testator and the witnesses, respectively, whose
names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare
to the nndersigned authority that the Testator signed and executed the instrument as his Last Will
and that he had signed willingly and that he executed it as his free and volnntary act for the
purposes therein expressed, and that each of the witnesses, in the presence and hearing of the
Testator, signed the Will as witness and that to the best of his/her knowledge the Testator was at
that time eighteen years of age or older, of sonnd mind and nnder no constraint or nndue influence.
4'~ t.~
GEORGE .HOOPY
91-~ ~-4~
~~,
/\vitness
Subscribed, sworn to and acknowledged before me by GEORGE C. HOOPY, Testator,
and subscribed and sworn to before me by Kar l W ttL T SLS and
J~oJ(lh )J, Wrl~ )J(~ , witnesses, this J~l! day of ~ ,2006.
~fJ.~
Edmnnd G. Myers
Attorney LD. #20558
6
J
",
!
COMMONWEALTH OF PENNSYL VANIA
55.
COUNTY OF CUMBERLAND
On this, the .J1.i!!!" day of --=:DfI~ , 2006, before me, the undersigned
officer, personally appeared EDMUND G. MYERS, Attorney I.D. #20558, known to me (or
satisfactorily proven) to be a member of the bar of the highest coOrt of Pennsylvania and certified
that he was personally present when the foregoing acknowledgement and affidavit was signed by
the Testator and the witnesses.
IN WITNESS WHEREOF, I hereunto set my hand and official seal.
JdO-J~.~(SEAL)
Notary ublic
:289089
COMMONWEALTH OF PENNSYLVANIA
NOTARIAL SEAL
GAIL J. MAHONEY, Notary Public
Lemoyne Bora., Cumberland County
My Commission Expires Feb. 19,2010
t'
~~~'
7
Codicil
~@~1f
to
Last Will and Testament
OF
GEORGE C. HOOPY
I, GEORGE C. HOOPY, of Lower Allen Township, Cumberland County, Pennsylvania,
being of sound and disposing mind, memory and understanding, do hereby make, publish and
declare this to be the sole Codicil to my Last Will and Testament dated December 26, 2006.
Item I. I hereby revoke Paragraph A. and Paragraph F. of Article II, and in lieu
thereof provide as follows:
tt
A. The sum of Two Thousand ($2,000.00) Dollars unto DORIS
ANGELOFF, New Cumberland, Pennsylvania, provided she survives me;
F. The sum of Fifty Thousand ($50,000.00) Dollars unto LEON R.
SMITH and SALLY K. SMITH, husband and wife, 545 Hummel Avenue,
Lemoyne, Pennsylvania, or the survivor, provided that at least one (1) of these
persons survIVes me;
Item II. In all other respects, I hereby ratify, confirm and republish my Last Will and
Testament dated December 26, 2006, together with this Codicil as and for my Last Will.
IN WiTNESS WHEREOF, I have hereunto set my hand and seal on this the ~
day of f--JofufU, ,2007.
~~H~~~rSEAL)
Signed, sealed, published and declared by the above-named Testator, as and for his sole
Codicil to his Will dated December 26, 2006, in the presence of us, who, at his request, in his
presence and in the presence of each other have here unto subscribed our names as witnesses.
./
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ACKNOWLEDGEMENT AND AFFIDAVIT
\;
COMMONWEAL TH OF PENNSYL VANIA
55.
COUNTY OF CUMBERLAND
j
We, GEORGE C. HOOPY, the Testator, Er I\J2. ~+- B. Ga..r fYltV--- and
t2u.\ 'O't\ ~.. Wf\{fL1) Jr. , the witnesses, respectively, whose names are signed to the
. .
attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned
authority that the Testator signed and executed the instrument as his Codicil and that he had signed
willingly, and that he executed it as his free and voluntary act for the purposes herein expressed,
and that each of the witnesses, in the presence and hearing of the Testator, signed the Codicil as
witness and that to the best of his /her knowledge the Testator was at that time eighteen years of age
or older, of sound mind and under no constraint or undue influence.
~PC'~
dEORGE . HOOPY ~
.~-
itness
.,,\;
--.
:" ,
Subscribed, sworn to and acknowledged before me by GEORGE C. HOOPY, Testator,
and subscribed and sworn to before me by &;;rv...e' S'i- ~. 6d.1I\.L.LQ... '1 and
~o...t)d"- H-, l.O{'\5 kJ-/ VI. witnesses, this i2f0 day of 1&f'VtL41
2007.
~1}~~
Edmund G. Myers
Attorney I.D. #20558
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COMMONWEALTH OF PENNSYL VANIA
ss.
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COUNTY OF CUMBERLAND
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On this, the \ ;j.iH- day of F -eJor-VLct..f[ ,2007, before me, the undersigned -
! officer, personally appeared Edmund G. Myers, Attorney LD. #20558, known to me (or
satisfactorily proven) to be a member of the bar of the highest court of Pennsylyania and certified_
that he was personally present when the foregoingpcknowledgement and affidavit was signed by
the Testator and the witnesses.
IN WITNESS WHEREOF, I hereunto set my hand and official seal.
~~~~ (SEAL)
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COMMONWEALTH OF PENNSYlVANIA
NOTARIAL SEAL
GAIL J. MAHONEY, Notary Public
Lemoyne Bora., Cumberland County
My Commission Expires Feb. 19. 2010
:291520
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OOG-<'i"7..{J(JOO1IDecember 2, 1997/EGWskn/l03913
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AMENDMENT TO REVOCABLE TRUST AGREEMENT
THIS AMENDMENT to Revocable Trust Agreement is made thiS) A day of ~,1997, between
GEORGE C. HOOPY, of Lower Allen Township, Cumberland County, Pennsylvania (hereinafter "Settlor") and
DAUPHIN DEPOSIT BANK AND TRUST COMPANY, Harrisburg, Pennsylvania (hereinafter "Trustee").
WITNESSETH:
WHEREAS, the parties entered into a Revocable Trust Agreement, dated May 28, 1993 (hereafter "Trust
Agreement"); and
WHEREAS, Settlor, GEORGE C. HOOPY, wishes to modify the Trust Agreement by designating his wife,
PATRICIA R HOOPY as additional Settlor and PATRICIA R. HOOPY has agreed to join as a party to this
Amendment for such purposes;
NOW, THEREFORE, in consideration of the mutual promises and covenants set forth herein, the parties hereto,
intending to be legally bound hereby, agree as follows:
1. Recitals. The recitals are incorporated herein.
2. Designation of GEORGE C. HOOPY and PATRICIA R. HOOPY as Settlors. Effective upon the
date of execution of this Amendment, GEORGE C. HOOPY and PATRICIA R. HOOPY, his wife, shall be designated
as Sett10rs.
3. Revision of ITEM FIRST:. ITEM FIRST is amended to read as follows:
FIRST: Dispositive Provisions For SettIors' Benefit - During SettIors' or the Survivor's Lifetime:
A. All of the net income shall be paid to Settlors or the survivor of them at least quarterly or shall be
paid or accumulated and added to principal as Settlors or the survivor may direct in writing;
005743-Q'YJ02/December 2, 1997/EGMlskn/103913
B. As much of the principal as Settlors or the survivor of them may from time to time request in writing
shan be paid to Settlors. or the survivor, or as Settlors or the survivor may otherwise direct;
C. If, in the Trustee's opinion, Settlors or the survivor of them is at any time unable to act or apply the
payments to Settlors' or survivor's own best interest and advantage, the Trustee may apply directly for the Settlors' or
the survivor's benefit as much of the income and/or principal as the Trustee may, from time to time, deem appropriate
for Settlors' or their survivor's welfare, comfort, support or emergency needs, directly and without the intervention of
a guardian, and may add to principal as much of the income as the Trustee deems advisable;
D. Trustee shall keep true and correct books of account, which books of account shall at all
reasonable times be open to the inspection of Settlors or the survivor of them or their duly appointed
representative. Trustee shall also quarterly render to Settlors or their survivor a detailed statement showing all
receipts and disbursements on account of the trust estate and the manner and form in which the trust estate is
invested at the time of the rendition of such statement.
4. Revision of ITEM SECOND: ITEM SECOND is amended to read as follows:
SECOND: Dispositive Provisions After Death of the Survivor of Settlors: Upon the death of the survivor of
Settlors while the Trust continues, the Trustee shall pay the then-remaining principal and income to the survivor's
Executor or Administrator for disposition as part of survivor's Estate.
5. Revision of ITEM THIRD: ITEM TIllRD is amended to read as follows:
THIRD: Right to Revoke and Amend: Settlors jointly during their lifetimes and during the lifetime of the
survivor of Settlors reserve the right to revoke or amend this trust, in whole or in part, at anytime and from time to
time by an instrument in writing, delivered to the Trustee and intended to take effect during the Settlors' or the
survivor of Settlors' lifetime; except that the duties, powers and liabilities of the Trustee shall not be changed
without its written consent The Trustee reserves the right, at any time upon thirty (30) days advance written notice
to me, to resign and deliver the trust estate to Settlers or the survivor, after deducting therefrom its fees and any
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005'743"'()(lOO2/December 2, 1997/EGMlsknl103913
expenses then due and payable.
6. Revision ofITEM FOURTH: ITEM FOURTII is amended to read as follows:
FOURTH: Additions to Trust: Subject to approval of the Trustee, Settlors or their survivor of them or any
other entity may add property, real and personal, to the principal of this trust.
7. Revision of ITEM SIXTH: ITEM SIX1H is amended to read as follows:
SIXTH: Compensation: The Trustee shall be compensated in accordance with its standard schedule of charges
in effect from time to time during the period of its services, and this compensation shall be paid from principal or
income or partly from each in the sole discretion of the Trustee. Settlors aclmowledge receipt of Trustee's current
fee schedule, which is subject to revision from time to time.
8. Ratification. In all other respects, the terms, conditions and obligations of the Trust. Agreement shall
n:main in :full force and effect.
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005743..()(1()()2/l)ecember 2, 1997/EGMlsknl103913
IN WITNESS WHEREOF, the Settlor and PATRICIA R. HOOPY have hereunto set their hands and seals and
the Tmstee bas caused the execution hereof by its Vice President and the afftxing and attesting of its corporate seal the
day and year first above written.
Signed, Sealed and Delivered
In the Presence of:
fl/A --. - c -:iJ ~_ (SEAL)
GE= ~OOPY fJ
~ i? J~ (SEAL)
PATRlCIAR.HOOPY (J
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ATTEST:
DAUPHlN DEPOSIT BANK AND
TRUST COMPANY
BY: c?L ~
(~iL1.::) SENIOR viCE PRESIDENT.
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REVOCABLE TRUST AGREEMENT
by and between
George C. Hoopy
Settlor
and
Dauphin Deposit Bank and Trust Company,
Trustee
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I, George C. Hoopy, Settlor, of Lemoyne, Pennsylvania, hereby transfer to
Dauphin Deposit Bank and Trust Company (hereinafter called the Trustee), a
Permsylvania bank and trust company, such property as may be delivered
contemporaneously herewith, or at such time or times hereafter, to be held in Trust
as follows:
FIRST: Dispositive Provisions For My Benefit - During my lifetime:
A. All of the net income shall be paid to me at least quarterly or shall be paid or
accumulated and added to principal, as I may direct 111 writing;
B. As much of the principal as I may from time to time request in writing shall
be paid to me, or as I may otherwise direct;
C. If, in the Trustee's opinion, I am at any time unable to act or to apply the
payments to my own best interest and advantage, the Trustee may apply
directly for my benefit as much of the income and / or principal as the Trustee
may, from time to time, deem appropriate for my welfare, comfort, support or
emergency needs, directly and WIthout the intervention of a guardian, and may
add to principal as much of the income as the Trustee deems advisable.
D. Trustee shall keep true and correct books of account, which books of account
shall at all reasonabfe times be open to the inspection of Settlor or his duly
appointed representative. Trustee shall also quarterly render Settlor a detailed
statement showing all receipts and disbursements on account of the trust estate
and the manner and form in which the trust estate is invested at the time of the
rendition of such statement.
SECOND: Dispositive Provisions After My Death - Upon my death while the
tnLSt continues, the Trustee shall pay the then-remaining principal and income to
my Executor or Administrator for dISposition as part of my Estate.
THIRD: Right to Revoke and Amend: I reserve the right to revoke or amend this
trust, in whole or in part, at any time and from time to time by an instrument in
writing, delivered to the Trustee and intended to take effect during my lifetime;
except that the duties, powers and liabilities of the Trustee shall not be changed
without its written consent. The Trustee reserves the right, at any time upon thirty
(30) days advance written notice to me, to resign the trust and deliver the trustlestate to m~, after deducting therefrom its fees and any expenses then due and
payable.
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FOURTH: Additions to Trust: Subject to the approval of the Trustee, either I or
any other entity may add property, real and personal, to the principal of this trust.
FIFTH; Trustee's Powers: In addition to the powers granted by law, my Trustee
shall have the following discretionary powers, applicable to principal and income,
which shall be exercisaOlewithout leave of court and shall continue until
distribution is actually made: .
A. To accept and retain any or all property at any time hereafter delivered or in
any other manner hereafter acquired, including stock or other securities of the
Trustee, or of a holding company controlling tIte Trustee;
B. To invest in all forms of property (including, but not by way of limitation,
real estate, all types of stocks, -bonds, options, and participations in common
trust funds ana money market funds); without being conJined to investments
prescribed by statute and without being required to diversify;
C. To buy investments at a premium or discount;
D. To hold property unregistered or in the name of a nominee;
E. To give proxies, both ministerial and discretionary;
F. To compromise claims;
G. To join in any merger, consolidation, reorganization, voting tnlst plan, or
other concerted action of security holders, ana to delegate discretionary duties
with respect thereto;
H. To borrow from Dauphin Deposit Bank and Trust Company or from others,
and to pledge real or personal property as security therefor; to loan cash or
securitIes upon such terms and conditions as trustees deem appropriate.
I. To sell at public or private sale for cash or credit or partly for each to
,exchange, to improve or to lease for any period of time, any real or personal
property; and to give options for sales, exchanges, or leases.
J. To allocate any property received or charge incurred to principal or income
or partly to each, without being obliged to apply the usual rules of trust
accounting;
K. _ To distribute in cash or in kind or partly in each;
L. To retain any part or all of my business interests held in this Trust as long as
the Trustee considers it advisable to do so; and to conduct, alone or with others,
any such business in which I am engaged, with all the powers of an owner or
with respect thereto, including the power to delegate discretionary duties to
others and to pay adequate compensation to any such person; to invest other
property in such. business, and to incorporate it or change its form. This power
mcludes the right to take all appropriate actions to prevent, identify, or respond
to actual or threatened violations of any environmental law or regulation
thereunder.
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M. To disclaim, in whole or in part, any interests in property fo~ any reason,
including but not limited to a concern that such property could cause potential
liability under the federal, state or local environmental law.
SIXTH: Compensation: The trustee shall be compensated in accordance with its
standard schedule of charges in effect from time to time during the period of its
services, and this compensation shall be paid from principal or income or partly
from each in the sole discretion of the Trustee. Settlor hereby acknowledges
receipt of Trustee's current fee schedule, which is subject to revision from time to
time.
SEVENTH: Non-Assignment: No part of the income or principal of the property
held under this Trust shall be subject to attachment, levy or seizure by any
creditor, spouse, assignee or trustee or receiver in bankruptcy prior to actual
receipt thereof. The Trustee shall pay over the net income and the principal to the
persons herein desi~nated, as their interests may appear, without regard to any
attempted anticipatIOn (except as specifically prOVIded in this agreement),
pledgmg or assignment under the Trust, and without regal-d to any claim thereto
or attempted levy, attachment, seizure or other process against me.
EIGHTH: Law Governing Trust: This trust is created and accepted in the
Commonwealth of Pennsylvania and shall in all respects be governed by its laws
and shall have its situs at Cumberland County, Pennsylvania.
Executed on 71'~ oZ g- . 1993
NOfE:
Before executing this document you may
want to consult with your Attorney to
assure tha t your wishes are being set forth
accurately arid in proper legal form.
7~ -tI~-
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. ('-~ (SEAL)
r Ge ge C. Hoopy '! ~
The foregoing trust is her.ebyaccept1'
Executed on '/17 ,(
.1993
:;UP~Ba7 A7Zompany
Senior Vice President