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HomeMy WebLinkAbout10-02-06 (2) Register of Wills, Cumberland County, Pennsylvania INVENTORY Estate of Margaret M Kocher No. Date of Death also known as , Deceased Social Security No. 21-06-0062 12/24/2005 Ben L Kocher Frederick W Kocher The Personal Representatlve(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. l!We verify that the statements made In this Inventory are true and correct. l!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. Attorney: Allen Shaffer 1.0. No.: 7116 Firm: Shaffer & Engle Law Offices Address: 129 Market Street Millersburg, PA 17061 Telephone: 717-692-2345 Address: 1 Manor View Drive Millersburg, PA 17061 Telephone: 717-692-3189 Dated: 9 / ~ 9/ab Personal ProDertv Cash............................................................................................... Persona I Property......................................................................... Stocks/Listed................................................................................. Stocks/C losely Held...................................................................... Bonds.............. ..... .... ......... ....... .... ......... ... ... ...... ..................... ........ Partnerships and Sole Proprietorships ..................................... Mortgages and Notes Receivable............................................... All Other Property......................................................................... Total Personal Property......................................... Total Real Property................................................ () 121 ,6jr~ 1,998il!lh ,..:>..r- 852,36~9,~ :~'j)^ ..' c) (:") 70, 11~cf' . - :IJ ~--i .J> 1,046,177.31 Total Personal and Real Property......................... Total Out-of-State Real Property.......................... \/ ~ = <= <:::r'> a n -f I N -u :x Ul CD -TJ ~.~ (c.) ~:';:J C::'J r.n o (.,-~--: S~_~~ :::r:J C) :Tl I~) (-) -=r1 Register of Wills, Cumberland County, Pennsylvania INVENTORY I Deceased No. 21-06-0062 Date of Death 12/24/2005 Social Security No. 166-38-2305 Estate of Margaret M Kocher also known as Cash CITIGROUP INC - COMMON - Dividend received prior to 000 deposited after 000 168.96 COIN -1/2 DOLLARS - BY MISTAKE AT BOX INVENTORY WAS LISTED AS 50.50 AND SHOULD HAVE BEEN 25.50 25.50 COIN - SILVER DOLLARS - FROM SAFE DEPOSIT BOX 30.00 COMMUNITY BANKS - CHECKING -1108465506 24,383.06 COMMUNITY BANKS - CHECKING - Deposit 80.00 COMMUNITY BANKS - CHECKING - Deposit 800.00 COMMUNITY BANKS - CHECKING -1152503506 1,967.39 COMMUNITY BANKS - CTF OF DEP 10,509.10 Accrued interest on above item through date of death 58.80 Dreyfus - Dividend declared prior to 000 received after 000 235.00 Dreyfus - Dividend received prior to 000 deposited after 000 235.00 FORD MOTOR COMPANY - Dividend received prior to 000 deposited after 000 100.00 FUNDS APPLIED FOR THROUGH ESCHEAT SYSTEM 257.77 IDS LIFE INSURANCE COMPANY - REFUND FOR ANNUITY 540.00 (Attach additional sheets if necessary) Total Personal Property and Real Estate 1,046.177.31 Register of Wills, Cumberland County, Pennsylvania INVENTORY Margaret M Kocher No. 21-08-0082 Estate of also known as Date of Death 12/24/2005 I Deceased Social Security No. 188-38-2305 IDS LIFE INSURANCE COMPANY - REIMBURSEMENT FOR NURSING HOME 1.820.00 11/18/05 - 12/15/05 IDS LIFE INSURANCE COMPANY - REIMBURSEMENT FOR NURSING HOME 10/18/05 - ii/iS/OS 1.880.00 ING FINANCIAL LIFELINE 29.089.98 Accrued interest on above item through date of death 17.97 LEGG MASON /SMITH BARNEY CASH MANAGEMENT 12.131.71 LEGG MASON /SMITH BARNEY CASH MANAGEMENT - Dividend received prior to 000 deposited after 000 288.75 Accrued interest on above item through date of death 5.18 MONY ACCESS ACCOUNT 9182203154 32.491.48 Accrued interest on above item through date of death 53.47 PNC Advisors - Divident received prior to 000 deposited after 000 2.031.25 PNC Bank - Checking Account 50-000-1288 1.391.35 Accrued dividend on above item through date of death 8.23 RiverSource Mutual Funds - Dividend received prior to 000 deposited after 000 393.81 RiverSource Mutual Funds - Dividend received prior to 000 deposited after 000 943.81 2 Register of Wills, Cumberland County, Pennsylvania INVENTORY Margaret M Kocher No. Estate of 21-06-0062 also known as Total Cash Date of Death 12/24/2005 Social Security No. 166-38-2305 121.697.33 , Deceased Personal PrODertv DOLLS /CRADLE -ITEM IV (F) - APPRAISAL ATTACHED 90.00 JEWELRY - 14K YELLOW GOLD DIAMOND CLUSTER PENDANT BRILLIANT CT-ITEM IV (F) - APPRAISAL ATTACHED 150.00 JEWELRY - 14K YELLOW GOLD RING WITH LARGE BRILLIANT CT DIAMOND - ITEM IV (I) - APPRAISAL ATTACHED 230.00 JEWELRY - GOOD JEWELRY AS PER ITEM IV (J) - APPRAISAL ATTACHED 1.360.00 JEWELRY - ONE STRING OF PEARLS (ALL SAME SIZE) ITEM IV (H 3) - APPRAISAL ATTACHED 168.00 Total Personal Property 1.998.00 Stock I Listed 5.000.0000 5000 shares DREYFUS MUNICIPAL INCOME INC 43.400.00 10.0000 shares AGWAY 0.00 25.699.5430 shares AMERIPRISE - MUTUAL FUNDS ACCOUNT 112.564.00 384.0000 shares CITIGROUP INC - COMMON 18.908.16 17.541.0000 shares COMMUNITY BANKS INC 499.041.45 5.664.0000 shares COMMUNITY BANKS INC - BOOK ENTRY 161.140.80 Accrued dividend on above item through date of death 3.956.40 3 Register of Wills, Cumberland County, Pennsylvania INVENTORY Estate of Margaret M Kocher also known as I Deceased Accrued dividend on above item through date of death 1.000.0000 shares FORD MOTOR COMPANY No. 21-06-0062 Date of Death 12/24/2005 Social Security No. 166-38-2305 98.5520 shares NUVEEN - CERTIFICATE CONFISCATED - ESCHEATED 2003 872.1400 shares NUVEEN - CERTIFICATE CONFISCATED - REPORTED LOST/REPLACED/SOLD 10.0000 shares NUVEEN - CERTIFICATE CONFISCATED - REPORTED LOST/REPLACED/SOLD 337.1180 shares PNC - BLACKROCK PA TAX FREE - DOD VALUE 130.0000 shares VISTEON CORP Total Stock / Listed Bond 10,000.0000 DELAWARE CO PAAUTHORITY H/C RV MRCY 50,000.0000 MONTGOMERY CNTY PA HIGHER ED 9.50% OF 4/1/2022 10,000.0000 PHILADELPHIA PA GAS WORKS REV 7.75% OF 7/1/2007 Total Bond 4 864.60 7.900.00 231.45 0.00 0.00 3.460.52 899.60 852,366.98 9.915.00 50.000.00 10,200.00 70.115.00