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Home My WebLink About03-05-09 (2)INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND SS File Number 2008-01208 Personal Representative(s) of the Estate of R. Furman Hawley 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 PaC.S. § 4904 relating to unsworn falsification to ~ ,~- authorities. Attorney -- (Name) Elyse E. Rogers (Supreme Courd LD. No.) 41274 (Address) Keefer Wood Allen & Rahal, LLP, 635 North 12th Street, Suite 400, Lemoyne PA 17043 m to„ti„„ol 717-612-5801 DATE OF DEATH LAST RESIDENCE DECEDENT'S SOC. SEC. ND. 11/25/2008 427 Candlewyck Road, Camp Hill, PA 17011 FIGURES MUST BE TOTALED SEE ATTACHED l~ -~ 1 addltioaa! sheets as TOTAL: 876,229.96 n,~ c~ ca w _ S~r+ 7,7 Crl Ta cam;-~~ ~. - ..._~..t c~ `~l j~ ~.~ ~~~1 NOTE: The Memorandum of real estate outside [he Commonwealth of Pennsylvania may, a[ [he election of [he personal representative include the value of each item, but such figures should no[ be extended into [he total of [he Inventory. (See 10 Pa. C.S § 3301(6)) Form RW-09 rev. 70./3.06 \~ Inventory Estate of R. Furman Hawley As of 11 /25/2008 Description Accrued Interest Money Market Accounts Citibank Bank Deposit Program Common Stocks Covidien Ltd Tyco Intl Ltd Bermuda Tyco Electronics Ltd Com NEW Acco Brands Corp ACNB Corp AFLAC Inc 24.00 Alcatel-Lucent Sponsored ADR Allied Irish Bks PLC Altria Group Inc Avery Dennison Corp Bank of America Corporation Becton Dickinson & Co Citigroup Inc 16.00 Comcast Corp NEW CI A Community Bk Sys Inc Com Du Pont E I De Nemours & Co 20.50 Exxon Mobil Corp 160.00 Ford Mtr Co Del Fortune Brands Inc 22.00 General Electric Co Harsco Corp Hershey Co 59.50 - -- -- - - tano -t- Value 2,892.00 1,487.25 1,156.13 10.75 1,388.75 4,085.00 25.98 9,622.50 2,359.50 1,422.50 3,823.30 6,339.00 632.50 2,327.25 11,085.00 1,220.00 31,150.00 155.10 1, 761.00 4,675.50 4,231.00 7,097.50 Total 11,887.87 zisizoos Description Johnson & Johnson Kraft Foods Inc Mid Penn Bancorp Inc NBT Bancorp Inc Orrstown Finl Svcs Inc PNC Finl Svcs Group Inc PPL Corp Pfizer Inc Philip Morris Intl Inc Procter & Gamble Co Rite Aid Corp Smith A O Susquehanna Bancshares Inc PA Teco Energy Inc Wachovia Corp NEW Inventory Estate of R. Furman Hawley As of 11/25/2008 Accrued Interest 92.00 80.00 19.00 Value 11,838.00 2,770.70 37,812.00 4,550.41 1,456.25 24,561.60 3,327.50 4,096.25 6,279.75 6,358.00 38.50 3,899.48 133,671.09 1,184.18 3,579.46 Total 344,370.68 Preferred Stocks JP Morgan & Chase & Co Comcast Corp NEW American Intl Group Inc Sub Deb 7.70% A Allied Cap Corp NEW Prudential Finl Inc Jr Sub 9% 68 299.48 11,491.98 4,067.50 3,617.50 2, 702.00 15,855.00 37,733.98 Mutual Funds Nicholas Applegate Eqt Conv Fd 2,410.91 i a:, u -z- zisizoos Description ING Global Eqty Div & Prem OPP Eaton Vance Muns Tr PA Muns CI B Loomis Sayles Fds II Inv Gr Bd Fd C Loomis Sayles Fds II Strategic Inc C Inventory Estate of R. Furman Hawley As of 11/25/2008 Accrued Interest Value 8,555.00 1,286.31 101,063.55 88,416.14 Total 201, 731.91 Municipal Bonds Adams Cnty PA 10/01/2002 11/15/2031 4.75% Council Rock PA SCh Dlst 3/01/1999 11/15/2012 4.6% Elizabethtown PA Area Regl Aut Gtd Swr R 8/01 /1999 Hampton Twp PA 4/15/2002 2/01/2023 5% Hampton Twp PA 4/15/2002 2/01/2023 5% Lancaster Cnty PA Hosp Auth Re Hosp Rev 9/15/2003 5.5% Lancaster Cnty PA Hosp Auth Re Rev Bds 11/1/2006 5% Lancaster PA Mun Auth 6/07/2006 5/01/2031 4.8% Lehigh Cnty PA Gen Purp Auth R Hosp Rev 5/21/2003 5% Monroe Cnty PA Mun Waste Mgmt Rev Bds 12/15/04 4.45% North Hills PA Sch Dist Ref GO Bd 11/01/06 12/15/29 4.25% Northeastern York Cnty PA Swr Gtd Swr R 12/01/05 4.5% Pennsylvania St Higher Edl Fac Rev Ref 1/15/03 5.125% Pennsylvania St Higher Edl Fac Fortier 17/15/03 5.125% Pennsylvania St Tpk Commn Oil Rev Bds 8/1/98 4.75% Pennsylvania St Tpk Commn Tpk Sub Rev B 4/29/08 5% Philadelphia PA Auth for Indl Arpt Rev 7/01/98 5% Philadelphia PA G.O. Ref 12/01/1998 5/15/2016 4.75% Philadelphia PA Gas Wks Rev Bds 6/01/1999 7/01/2023 5% 6.60 6.39 128.08 435.42 158.33 133.68 41.67 32.00 500.00 537.71 236.11 52.50 569.44 96.09 114.79 715.28 200.00 6.60 150.00 4,299.00 5, 086.84 5,341.48 30,224.80 10,147.63 13,911.81 9,429.30 8,265.30 20, 011.25 24,268.71 10,828.11 4.727.65 20,742.94 10,254.72 5,181.59 23,670.28 8,479.90 5,022.55 7,898.55 iano "3" 2/9/2009 Inventory Estate of R. Furman Hawley As of 11/25/2008 Description Philadelphia PA Sch Dist GO Ref Bd 5/22/07 6/01/34 4.375% Southmoreland Sch Dist PA GO Bds 7/01/05 4.4% 264.32 165.00 Value 10,111.82 20,871.25 Total 258,775.48 Corporate Bonds Hydro-Quebec 8.0% 02/01 /2013 Ford Motor Credit Co LLC 10/28/1999 10/28/2009 7.375% Ford Motor Credit Co LLC 1/30/2001 2/01/2011 7.375% GE Capital Internotes 1/13/2005 1/15/2022 5.25% General Mtrs Accep Cpsmartnbe 10/02/2001 10/15/2011 7% 63.33 27.66 116.77 18.23 38.89 2,840.14 2,945.25 2,288.98 10,149.13 1,106.54 19, 330.04 Misc. Personal Property 2005 Alumacraft 1442 Jon 2,400.00 w v,cco.yo Accrued Interest 14a V ~- 2/9/2009 KEEPER WOOD ALLEN &RAHAL, LLP CHARLES W. RU BENDALL II ATTORNEYS AT LAW ESTABLISHED IN 1878 ROBERT L. WELDON 635 NORTH 12'" STREET, SUITE 400 - EUGENE E. PEPINSKY. JR. OF COUNSEL: JOHN H. ENDS III LEMOYNE, PA 17043 N. DAVID RAHAL GARY E. FRENCH SAMUEL C. HARRY DONNA 5. WELDON PHONE 717-612-5600 - BRADFORD DORRANCE FAX 717-612-5805 HARRISBURG OFFICE: JEFFREY S. STOKES _ 210 WALNUT STREET ROBERT R. CHURCH EIN No. 2 3-071613 5 HARRISBURG. PA 17101 STEPHEN L. GROSE www.kaBfBfWOOd.COT R. SCOTT SHEARER PHONE 717-255-8000 ELYSE E. ROGERS A March 4, 2009 - CRAIG A. LONGYEAR JOHN A. FEICHTEL /~ O 717-612-5801 STEPHANIE KLEINFELTER DONALD M. LEWIS$ erogers@keeferwood.com ERIC R. AUGUSTINE TODD F. TRUNT2 CAROL L. VERISH CERTIFIED MAIL R/R/R Register of Wills of Cumberland County One Courthouse Square Carlisle, PA 17013 n ~o Re: Estate of Roy F. Hawley ~~c7 Date of Death: 11/25/2008 ;,, ,- ='-'"I - z~ I cn File No. 21-08-1208 ~ ~ ~ , -; , ~. ~~ ~ _ ',' Dear Sir/Madam: ,~~ y C? ~ .r ' Enclosed herewith please find the following 1. Pennsylvania Inheritance Tax Return (in duplicate). Please note there is no tax due; 2. Inventory; and 3 Check in the amount of $30 for your filing fees. Please stamp the extra copy of this letter which is enclosed and return it in the envelope provided. car Enclosures cc: Barbara S. Hawley Sincerely yours, ~~ Elyse .Rogers