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