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INVENTORY
REGISTER OF WILLS OF CUMBERLAND
COMMONWEALTH OF PENNSYL VANIA
COUNlY OF CUMBERLAND
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COUNTY, PENNSYLVANIA
File Number 2007-00205
Personal Representative(s) of the Estate of DOROTHY M. KAUFFMAN
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.
M&T Bank. Executor of the Estate of
Uorotny-~. Kau!fman
I verify that the statements made in this Inven_} Bv: ;d t.A-e.. m
tory are true and correct. I understand that false state- Vi P id t ~t 0 f f i
. . . ce- res en - rus cer
ments herem are made subject to the penalties of
18 Pa.C.S. ~ 4904 relating to unsworn falsification to
authorities.
Attorney -- (Name) BRINSER, WAGNER & ZIMMERMAN
(Address) 6 E. MAIN STREET, PALMYRA, P A 17078
(I'elephone) 717-838-6348
(Supreme Court ID. No.)
DATE OF DEATH
LAST RESIDENCE
DECEDENrS SOC. SEC. NO.
FEBRUARY 12, 2007
MESSIAH VILLAGE, MECHANlCSBURG, P A
-r FIGURES MUST BE TOTALED I
181-35-5279
M&T BANK MONEY MARKET
PRINCIPAL CASH
ACCRUED DIVIDEND
$ 16,630.91
26.80
INCOME CASH 7,335.77
ACCRUED DIVIDEND 11.97
3,764.762 UNITS EVERGREEN SELECT FIXED INCOME
1,723.193 UNITS MTB INCOME FUND
11,926.344 UNITS MTB INTERMEDIATE TERM BOND FUND
8,358.564 UNITS MTB SHORT DURATION GOVERNMENT BOND FUND
6,461.908 UNITS MTB SHORT TERM CORPORATE BOND FUND
HOUSEHOLD EFFECTS - APPRAISED VALUE
HOUSEHOLD EFFECTS. SALE PROCEEDS
JEWELRY - APPRAISED VALUE
RECEIVED FROM IRS - 2006 INCOME TAX REFUND
(Attach additional slreets as needed)
...........
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$ 24,005.45 OJ" (J
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39,605.30 ~~ =!~ .'
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16,646.04 () C) ~
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116,401.12 :u
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79,907.87 w
63,262.08 \.D
$ 28.00
104.00
725.00
$ 30.00
0.00
TOTAL:
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. j 3301(b))
Form RW-09 rev. 10.13.06
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RECEIVED FROM P A DEPT. OF REVENUE-
2006 INCOME TAX REFUND
RECEIVED FROM PUBLIC SCHOOL EMPLOYEES
RETIREMENT SYSTEM - PENSION 2/1/07 TO 2/12/07
$
76.00
675.94
$ 341,466.80
-
~ M&T Investment Group
M&T Bank, 213 Market Street, Harrisburg" PA 17101-2127
7172552059
September 28, 2007
The Cumberland County Register of Wills
One Courthouse Square
Carlisle, Pennsylvania 17013
Re: Dorothy M. Kauffman, Executor
Dear Sirs:
Enclosed please find two copies of the Inventory and Inheritance Tax Return for the
Estate of Dorothy M. Kauffman.
I am also enclosing our Trust Funds check in the amount of $435.09 for the additional
Inheritance Tax that is due and a check for the filing costs.
Please stamp a copy of the Inventory that you received it, and return it to me in the
envelope provided.
If you have any questions, please call meat 717-255-2051.
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Very truly yours,
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(Mrs.) Sue Mauery
Vice President - Trust Officer
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Cc: Terry Brinser, Esquire
Brinser" Wagner & Zimmerman
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