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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-