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Register of Wills, Cumberland County, Pennsylvania
INVENTORY
I Deceased
No. 21-06-0015
Date of Death 12/27/2005
Social Security No. 205-09-9594
Estate of Jean M. Koons
also known as
James D. Bogar
The Personal Representative(s) of the above Estate, deceased. verify that the items appearing in the following Inventory
include all of the personal assets wherever situate and all of the real estate located 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 the 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/We verify that the statements made In this Inventory
are true and correct I/We understand that false statements herein are made subject to the penalties of 18 Pa. C. S.
Section 4904 relating to unsworn falsification to authorities.
1.0. No.:
19475
Attorney:
James D. Bogar
Signature:
Signature:
Firm: Bogar & Hipp Law Offices
Address: One West Main Street
Shlremanstown, PA 17011
Telephone: 717-737-8761
Address: One West Main Street
Shlremanstown, PA 17011
Telephone: 717-737-8761
Dated:
~l2.,", \0.
Personal ProperlY
Cash.............................................................................................. .
Personal Property........ ................................... ...................... ..... ...
Stocks/Listed ................. .... ...................... ......... .................. ... ..... ...
Stocks/Closely Held........ ......... .................... ............. ....................
Bonds........................................... ................................................../
Partnerships and Sole Proprietorships .....................................
Mortgages and Notes Receivable...............................................
All Other Property........................................... ...... ......... .......... .....
655,474.98
2,545.00
2,111.73
80,736.00
Total Personal Property.........................................
~';-;
;C)
1 ::-,:l,-J
I''';'r~~
740,867.:r.t"Ca !'.J
'. I ...~~.,;: .......
Total Personal and Real Property.........................
154,900..Qo.'
::.;:7
..-, "-
Total Real Property............ .................... ................
N
Total Out-of-State Real Property..........................
t .
Register of Wills, Cumberland County, Pennsylvania
INVENTORY
Estate of
Jean M. Koons
No.
also. known as
I Deceased
Date of Death 12/27/2005
Social Security No. 205-09-9594
Cash
Com cast - Refund
70.05
Commerce Bank - Personal Checking Account No. 082001017, date of death
value $13,102.72, accrued interest $1.03
13,102.72
Commerce Bank - Certificate of Deposit No. 800552, date of death value
$33,108.59, accrued interest $63.79
33,108.59
Commerce Bank - Certificate of Deposit No. 801295, date of death value
$15,732.25, accrued interest $27.85
15.732.25
Commerce Bank - Certificate of Deposit No. 801355, date of death value
$51,862.04, accrued interest $44.48
51,862.04
Commerce Bank - Certificate of Deposit No. 801375, date of death value
$25,668.30, accrued interest $26.65
25,668.30
Commerce Bank - Certificate of Deposit No. 801484, date of death value
$19,797.35, accrued interest $36.89
19,797.35
Commerce Bank - Certificate of Deposit No. 801485, date of death value
$27,005.48, accrued interest $50.32
27,005.48
Country Meadows - Refund
2,294.52
M & T Bank - Personal Checking Account No. 52380874, date of death value
$20,827.37, accrued interest $0.23
20,827.37
M & T Bank - Certificate of Deposit No. 031003913914006, date of death value
$16,589.17, accrued interest $70.74
16,589.17
M & T Bank - Certificate of Deposit No. 031003913914163, date of death value
$7,458.13, accrued Interest $9.13
7,458.13
(Attach additional sheets if necessary)
Total Personal Property and Real Estate
895,767.71
, I
Estate of
also known as
Register of Wills, Cumberland County, Pennsylvania
INVENTORY
Jean M. Koons
No.
Date of Death 12/27/2005
I Deceased Social Security No. 205-09-9594
M & T Bank - Certificate of Deposit No. 031003914523468, date of death value 52.214.08
$52,214.08. accrued interest $445.87
Met Life Trust - Check received for interests prior to date of death
Sovereign Bank - Money Market Account No. 0571139477, date of death value
$26,907.89, accrued interest $9.28
Sovereign Bank - Certificate of Deposit No. 0575131529, date of death value
$22,346.59, accrued interest $50.74
Sovereign Bank - Certificate of Deposit No. 0575131594, date of death value
$22,388.66, accrued interest $44.01
Sovereign Bank - Certificate of Deposit No. 0575132881, date of death value
$11,802.25, accrued interest $18.57
Sovereign Bank - Certificate of Deposit No. 0575135496, date of death value
$32,577.44, accrued interest $64.04
Sovereign Bank - Certificate of Deposit No. 0575136767, date of death value
$13,616.78, accrued interest $36.29
Travelers Insurance - Check for refund of insurance premium
Wachovia Bank - Personal Checking Account No. 1010092968149, date of
death value $95,460.56, accrued interest $74.49
Wachovia Bank - Certificate of Deposit No. 247412050995780, date of death
value $18,522.51, accrued interest $22.55
Wachovia Bank - Certificate of Deposit No. 247402062029912, date of death
value $25,242.97, accrued interest $6.75
2
22.36
26.907.89
22.346.59
22.388.66
11.802.25
32.577.44
13.616.78
84.00
95.460.56
18.522.51
25.242.97
Register of Wills, Cumberland County, Pennsylvania
INVENTORY
Estate of
Jean M. Koons
No.
also known as
Date of Death
12/27/2005
205-09-9594
26.248.70
, Deceased
Social Security No.
Wachovia Bank - Certificate of Deposit No. 247404062033201, date of death
value $26,248.70, accrued interest $60.83
Wachovia Bank - Certificate of Deposit No. 247402062074211, date of death
value $48,618.78, accrued interest $71.02
48.618.78
Wachovla Bank - Certificate of Deposit No. 247402062103079, date of death
value $25,905.44, accured interest $34.66
25.905.44
Total Cash
655.474.98
Personal PrODertv
Personal Property - per attached appraisal
2.545.00
Total Personal Property
2.545.00
Stock J Listed
43.0000 shares Metlife Inc - Com
2.111.73
Total Stock / Listed
2.111.73
Bond
US Savings Bonds - 2 Series EE Bonds - total value $22,236.00
22.236.00
US Savings Bonds -10 Series HH Bonds - various denominations - total value
$58,500.00
58.500.00
Total Bond
80.736.00
3
Register of Wills, Cumberland County, Pennsylvania
INVENTORY
Estate of
Jean M. Koons
No.
. Deceased
Date of Death 12/27/2005
Social Security No. 205-09-9594
also known as
Real Estate
Real Estate - All that certain piece or parcel of real estate having erected
thereon a dwelling house known and numbered as 303 W. Courtland Avenue,
Shiremanstown, Pennsylvania. The property was aquired by Thelma P.
Grissinger and Jean M. Koons, by deed dated March 28, 1985 and recorded
March 28, 1985 in the Cumberland County Recorder of Deeds Office, a copy of
said Deed being attached. hereto and incorporated herein. The said Thelma P.
Grissinger died May 13, 1985, whereupon full and complete title to the real
estate became vested SOley in Jean M. Koons. The above-described real
estate was transferred to Merrilee Hart Bender and James Bender, residuary
beneficiaries of the Estate of Jean M. Koons. A copy of said deed of
conveyance is attached hereto. Date of death value is listed on the attached
appraisal.
154.900.00
Total Real Estate
154.900.00
4