HomeMy WebLinkAbout04-11-08 (3)
INVENTORY
REGISTER OF WILLS OF
CUMBERLAND
COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF Cumberland
M& T TRUST COMPANY
Personal Representative(s) of the Estate of
} SS
}
File Number 21-07 -00692
GEORGE C. HOOPY
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 ap' in emprandum q.t the end of this inventory.
I verify that the statements made in this Inven- . /~~::;;;;;,;F:(!j~;:,j:"'v '
tory are true and correct. I understand that false state- }
ments herein are made subject to the penalties Of} . PANY
18 Pa.C.S. S 4904 relating to unsworn falsification to
authorities.
Attorney -- (Name)
(Firm)
(Address)
(Telephone)
EDMUND G. MYERS
Johnson Duffie
301 MARKET STREET, LEMOYNE, PA 17043
(717) 761-4540
("')
So
i"J~
(Supreme COLft.f.~~)
~:.:~ ~ ~
'~)O
(>211
::t>>
Jf::
t--.)
=
= ~-'
~ ;:R ~~
~0558:-i ft3
= ~.~~] G;j
;-,'~:~. ~..~.)
~ T '. --1"1
_.~-::- I~:r~
-- ~~ ..... .,/
r'n
DATE OF DEATH
07/12/2007
LAST RESIDENCE The Woods at Cedar Run
Camp Hill, PA 17011
FIGURES MUST BE TOTALED
:-~ 53
',7 --i ..
OECE NTS sac, SEC. ~
722-09-1370 0"\
-~-,-,1
-, 1
Personal Property
Cash...............................................................................................
Personal Property.........................................................................
Stocks/Listed .................................................................................
Stocks/Closely Held......................................................................
Bonds........................... ................................................ ..................
Partnerships and Sole Proprietorships .....................................
Mortgages and Notes Receivable...............................................
All Other Property.........................................................................
625,457.93
1,020.50
2,427,813.12
442,827.62
Total Persona I Property...... ...................................
3,497,119.17
Total Real Property................................................
Total Personal and Real Property.........................
NOTE: Th(~ 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 3301 (b))
Fonn RW-09 Rev, 10-13-2006
INVENTORY
REGISTER OF WILLS OF
CUMBERLAND
COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA } 5S
COUNTY OF Cumberland }
File Number 21-07-00692
DATE OF DI~TH
07/12/2007
LAST RESIDENCE The Woods at Cedar Run
Camp Hill, PA 17011
DECEDENTS SOC. SEC. NO.
722-09-1370
Cash
1st National Bank of Marysville - Certificate No. 3062878 - Date of death
balance, plus accrued interest.
50.091.09
1st National Bank of Marysville - Certificate No. 3065039 - Date of death
balance, plus accrued interest.
50.056.16
Cash
531.92
Comcast - cable service refund
41.44
Home Instead Care - return of deposit
1.568.12
Keycorp - uncashed dividend check payable 6/15/07
197.83
M& T Bank - Account No. 31003916809379 - Date of death balance, plus
accrued interest.
100.012.71
M&T Bank - Account No. 31003917267451 - Date of death balance, plus
accrued interest.
50,080.67
M& T Bank - Account No. 43860761 - Date of death balance, plus accrued
interest.
76.468.37
Messiah College - annuity payment due decedent - 6/29/07
10.344.80
Pennsylvania Treasury Department - escheated cash
369.90
PNC Bank - Certificate No. 31100309942 - Date of death balance, plus accrued
interst.
50.012.09
PNC Bank - Certificate No. 31700234336 - Date of death balance, plus accrued
interest.
50,098.32
(Attach additional sheets if necessary)
Total Personal Property and Real Estate
3.497.119.17
INVENTORY
REGISTER OF WILLS OF
CUMBERLAND
COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA } SS
COUNTY OF Cumberland }
File Number 21-07 -00692
DATE OF DEATH
07/12/2007
LAST RESIDENCE The Woods at Cedar Run DECEDENTS SOC. SEC. NO.
Camp Hill, PA 17011 722-09-1370
PNC Bank - Checking Account No. 5140030087 - Date of death balance, plus 30.166.83
accrued interest.
Sovereign Bank - Account No. 1055433120 - Date of death balance, plus
accrued interest.
50.078.94
Sterling Financial (Successor to Pennsylvania State Bank) - Certificate No.
11352 - Date of death balance, plus accrued interest.
50,260.49
Sterling Financial (Successor to Pennsylvania State Bank) - Certificate No.
11458 - Date of death balance, plus accrued interst.
50.069.87
The Patriot-News - subscription refund
20.50
93.00
The Woods at Cedar Run - refund of unused security deposit.
1,130.87
United Health Care - refunds
304.01
United States Treasury - refund - decedent's 2007 - Form 1040
3.460.00
Total Cash
625.457.93
Personal Property
2006 Pennsylvania Liberty Dollar - Sale Price
50.00
Household Goods in apartment - Sale Price
970.50
Total Personal Property
1.020.50
-2-
INVENTORY
REGISTER OF WILLS OF
CUMBERLAND
COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA } SS
COUNTY OF Cumberland }
File Number 21-07 -00692
DATE OF DEATH
07/12/2007
LAST RESIDENCE The Woods at Cedar Run
Camp Hill, PA 17011
DECEDENTS SOC. SEC. NO.
722-09-1370
Stock l Listed
1,047.00 Shares - Sovereign Bancorp Inc. Common (8459905108) - @ $21.535
per share.
22.547.15
2,000 Shares ~ Harsco Corp. Common (415864107) @ $53.7725 per/share
107.545.00
2,190 Shares Fulton Financial Corp. Common (360271100) - @ $14.52
per/share, plus $328.50 accrued divident.
32.127.30
2,600 Shares PP&L Corp. Common (69351T106) - @ $48.085 per/share
125.021.00
20,000 Shares - Allied Irish (019228402) @ $55.735 per/share
1.114.700.00
250 Shares PNC Financial Services Common (693475105) - @ $72.985
per/share
18.246.25
282 Shares Travelers Companies, Inc. Common (792860108) -@ $53.59
per/share
15.112.38
300 Shares UGI Corp. New - Common (902681105) - @ $27.435 per/share
8.230.50
400 Shares - CSX Corp. Common (126408103) - @ $47.395 per/share
18.958.00
500 Shares Hersha Hospitality Tr Sh Ben Int A (ASE) (427815104) - @ $12.755
per/share, plus $90.00 accrued dividend.
6.467.50
542 Keycorp New Common (493267108) @ $34.61 per/share
18.758.62
800 Shares - Carlisle Cas, Inc. Common (142339100) @ $48.095 per/share
38.476.00
Fulton Financial - Acct. No. 39817581 - 38.42 Shares -Prime Cash Series -
Money Market @ $1.00 p.share
38.42
-3-
INVENTORY
REGISTER OF WILLS OF
CUMBERLAND
COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA } SS
COUNTY OF Cumberland }
File Number 21-07 -00692
LAST RESIDENCE The Woods at Cedar Run DECEDENT'S SOC. SEC. NO.
Camp Hill, PA 17011 722-09-1370
Fulton Financial - Acct. No. 39817581 - 9,762.35 Shares - Franklin PA Tax - Free 99.966.46
Income A (354723801) @ $10.24 p/share
DATE OF DEATH
07/12/2007
Janney Montgomery Scott - Acct. No. 4315-9870 - $10,000 PA St. Tpk - Commn
Oil Rev. Bd (709221FJ9) @ 102.9620, plus 56.94 accrued interest.
Janney Montgomery Scott - Acct. No. 4315-9870 - $10,000 Pittsburgh PA - Wtr
& Swr Auth W Rev. Bd (725304JWO) @ 100.5240, plus $183.76 accrued interest.
Janney Montgomery Scott - Acct. No. 4315-9870 - $10,000 Powhatan Cnty - VA
G. O. Sch Bd. (739372BY5) - @ 102.6260, plus $245.83 accrued interest.
Janney Montgomery Scott - Acct. No. 4315-9870 - $10,000 United States -
Treasury Bd (912810EW4) - @ 108.218750, plus $243.65 accrued interest.
Janney Montgomery Scott - Acct. No. 4315-9870 - $10,000 Upper St. Clair - Twp
PA Sch Dist G. O. Bd (916507GT7) - @ 100.000, plus $255.67 accrued interest.
Janney Montgomery Scott - Acct. No. 4315-9870 - $10,000 West Mifflin PA - San
Swr Mun Au Rev Bd (954507BX6) - @ 100.7730, plus $223.61, accrued interest.
Janney Montgomery Scott - Acct. No. 4315-9870 - $15,000 Delaware Riv. - Port
Auth PA & NJ Rev Bd. (246352AH1) @ 100.7800, plus $25.21 accrued interest.
Janney Montgomery Scott - Acct. No. 4315-9870 - $15,000 PA Inter--
governmental Ref. Rev. Bd. (708840GJ6) @ 100.4670, plus $53.44 accrued
interest.
Janney Montgomery Scott - Acct. No. 4315-9870 - $15,000 PA St. Higher - Edl
Fac Bd (70917RCQ6) - @ 97.0560, plus 133.13 accrued interest.
Janney Montgomery Scott - Acct. No. 4315-9870 - $15,000 PA St. Tpk - Commn
Oil Rev Bd. (709221CFO) - @ 100.8010, plus $81.15 accrued interest.
-4-
10.353.14
10.236.16
10.508.43
11.065.53
10.255.67
10.300.91
15.142.21
15.123.49
14.691.53
15.201.30
INVENTORY
REGISTER OF WILLS OF
CUMBERLAND
COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA } S5
COUNTY OF Cumberland }
File Number 21-07 -00692
DATE OF DEATH
07/12/2007
LAST RESIDENCE The Woods at Cedar Run DECEDENT'S SOC. SEC. NO.
Camp Hill, PA 17011 722-09-1370
Janney Montgomery Scott - Acct. No. 4315-9870 - $25,000 Pennsylvania - Ref. 23,392.04
Bd. (709141085) - @ $93.4490, plus $29.79 accrued interest.
Janney Montgomery Scott - Acct. No. 4315-9870 - $25,000 Philadelphia PA-
Gas Wks Bd. (717823VE5) - @ 101.1890, plus $38.19 accrued interest.
25,335.44
Janney Montgomery Scott - Acct. No. 4315-9870 - $25,000 Philadelphia PA-
Gas Wks Bd (717823F78) - @ 104.4590, plus $573.00 accrued interest.
26,687.75
Janney Montgomery Scott - Acct. No. 4315-9870 - $25,000 Unity Twp PA - Mun
Auth Swr Rev Bd (913330AT3) - @ 102.8500, plus$142.36 accrued interest.
25,854.86
Janney Montgomery Scott - Acct. No. 4315-9870 - $25,000 Westmoreland - Cnty
PA Bd. (960895VE7) - @ 100.5090, plus $131.68 accrued interest.
25,258.93
Janney Montgomery Scott - Acct. No. 4315-9870 - $30,000 Philadelphia PA-
sch. Oist. Bd. (717880Z35) - @99.5480, plus 378.75 accrued interest.
30.243.15
Janney Montgomery Scott - Acct. No. 4315-9870 - $5,000 Lancaster Cnty PA-
Solid Waste Bd. (514057BX5) - @102.2590, plus $18.75 accrued interest.
5,131.70
Janney Montgomery Scott - Acct. No. 4315-9870 - $50,000 Bear VY PA Jt. -
Auth. Wate Revenue Bd (07384PCA1) @ 98.4740, plus 428.96 accrued interest.
49,665.96
Janney Montgomery Scott - Acct. No. 4315-9870 - $50,000 Bethel Park PA - Mun
Auth Swr Re Rev Bd. (087032CG1) - @ 97.1510, plus $782.36 accrued interest.
49,357.86
Janney Montgomery Scott - Acct. No. 4315-9870 - $50,000 Hazleton PA - Area
Sch. Dist. Bd. (422002CFO) @ 100.3900, plus 909.72 accrued interest.
51.104.72
Janney Montgomery Scott - Acct. No. 4315-9870 - $50,000 Philadelphia PA - G.
01. Bd (717813EW5) - @ 101.6310, plus $812.50 accrued interest.
51.628.00
-6-
INVENTORY
REGISTER OF WILLS OF
CUMBERLAND
COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA } SS
COUNTY OF Cumberland }
File Number 21-07-00692
DATE OF DEATH
07/12/2007
LAST RESIDENCE The Woods at Cedar Run DECEDENrs SOC, SEC. NO
Camp Hill, PA 17011 722-09-1370
Janney Montgomery Scott - Acct. No. 4315-9870 - $65,000 Spring-Ford Area - 67.093.96
Sch. Dist PA Bd. (849534FG2)- @ 101.4930, plus $1,123.51 accrued interest.
Janney Montgomery Scott - Acct. No. 4315-9870 - Cash
2,050.00
Janney Montgomnery Scott - Acct. No. 4315-9870 - $10,000 PA St. Higher - Edl
Fac Rev Bd. (70917NDU5) - @ 101.8630, plus $223.61 accrued interest.
10,409.91
Total Stock / Listed
2,427.813.12
All Other Property
ING Annuity Contract No. LsL002000 - Date of Death Value
20.587.06
Revocable Trust dated 12/3/1997 - between George C. Hoopy and - Patricia R.
Hoopy, his wife (deceasd 1/22/1999) and M&T Bank, Trustee
422.240.56
Total All Other Property
442.827.62
-7-