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Confidential Legal Communication | Case #096581 | State of Florida
Case Overview
Dear Mr. Terrell Tannen,
Following our telephone conversation on March 18, 2026, this secure portal provides the comprehensive written documentation you requested regarding the unclaimed property claim for your late aunt, June Mary Cofield.
As discussed, this communication summarizes all identified unclaimed assets, explains how our process works for estates that include both individual heirs and charitable beneficiaries, and outlines exactly what documentation we will need from you to proceed.
Important Notice
Access to this page is logged for compliance and documentation purposes. This communication is confidential and intended solely for Terrell Tannen and authorized representatives of the estate of June Mary Cofield.
Decedent Information
Full Name
June Mary Cofield
Also Known As
June M. Cofield, J. M. Cofield
Social Security
262-17-XXXX (Issued in Florida, 1968)
Date of Birth
September 1925 (Age 100 at death)
Date of Death
September 22, 2013
Last Known Address
100 Bluff View Dr, Apt 202A
Belleair Bluffs, FL 33770
Belleair Bluffs, FL 33770
Surviving Heir
Terrell Tannen (nephew) — Los Angeles, CA
Also Listed in Property
June Mary Cofield Trust (UA 05-Aug-04)
Co-Holder of Record
Gene Cofield (husband — deceased)
Unclaimed Assets Identified
Our research has identified four (4) unclaimed property accounts held by the State of Florida associated with June Mary Cofield and/or the June Mary Cofield Trust, with a combined recoverable cash value of $7,734.30:
| # | Property Type | Holder / Institution | Reported Owner(s) | Cash Value |
|---|---|---|---|---|
| 1 |
Other Property (SC12) Acct # 096581 |
NCR Atleos Corporation Report Year: 2025 |
Individual June Mary Cofield |
$3,988.73 |
| 2 |
Underlying Shares / Securities Acct # 096581 300.0 shares reported |
NCR Corp c/o Kelly Lawry, Wells Fargo Mendota Heights, MN |
Individual June Mary Cofield Trust June Mary Cofield Trust |
$3,334.11 |
| 3 |
Cash in Lieu of Fractional Shares Acct # 096581 |
General Electric Company c/o Michael Kelley, Computershare Canton, MA |
Trust June Mary Cofield Trust UA 05-Aug-04 Trustee: June Mary Cofield |
$6.46 |
| 4 |
Unclaimed Dividends Acct # 096581 |
Verigy Ltd c/o Kristen MacKiewicz, Computershare Canton, MA |
Individual Gene Cofield (Primary) Joint June M. Cofield |
$405.00 |
| Total Recoverable Cash Value | $7,734.30 | |||
Total Cash Value
$7,734.30
Claim Status
⏳ Documentation in Progress
Claimant
Terrell Tannen (nephew / heir)
Note on Shares
Account #2 lists 300.0 shares — cash balance of $3,334.11 reflects current liquidated equivalent held by the State.
Note on Trust Assets
Several of these accounts are held in the name of the June Mary Cofield Trust (UA 05-Aug-04), with June Mary Cofield as both grantor and trustee. Since the trust creator is now deceased, these assets are subject to trust succession rules. Our office, through Denny Borges, P.A., will handle all necessary legal determinations to ensure these trust-held assets are properly claimed on your behalf.
How the Process Works — Will & Charitable Beneficiaries
As you mentioned during our call, the Last Will and Testament of June Mary Cofield designates more than one beneficiary — including yourself and a charitable organization. We want to be fully transparent about how this affects the claim process.
Important — Multiple Beneficiaries
The State of Florida requires that all beneficiaries named in the Will be accounted for before releasing unclaimed property funds from a deceased owner's estate. Our office will guide you through the documentation process to satisfy this requirement properly and efficiently.
①
Review of the Will
Our legal team will review the Will to determine each beneficiary's designated share of the estate and confirm how the unclaimed property is to be distributed between you and the named charitable organization.
②
State Documentation Requirements
Florida requires all heirs and beneficiaries to be identified and to consent to the claim. Our office prepares the appropriate affidavits and consent forms for all parties, including the charitable beneficiary.
③
Coordinating with the Charitable Beneficiary
Our office will handle communication with the named charity to obtain any required authorization or waiver documents on their behalf. You will not need to coordinate this yourself.
④
Trust Asset Resolution
For the accounts held in the June Mary Cofield Trust, our legal team will prepare successor trustee or trust termination documentation as required by Florida law, ensuring these assets flow through to the proper beneficiaries.
⑤
Disbursement
Once all documentation is in order and the State approves the claim, funds will be disbursed according to the proportions established in the Will. Our contingency fee is deducted only from your recovered share.
Our Office Handles the Complexity
Multi-beneficiary estates — including those with charitable organizations — are a routine part of our practice. You will not need to navigate the legal requirements on your own. Our team manages all coordination, paperwork, and state communications from start to finish.
Our Fee Structure
⚖️ Contingency-Based Representation
Our legal and administrative team operates on a contingency fee basis.
This means you pay nothing out of pocket — our fees are only collected as a percentage of the recovered funds upon successful disbursement of your share.
✦
No Upfront Costs
There are no retainer fees, filing fees, or administrative charges billed to you at any point. Your only obligation arises if and when funds are successfully recovered.
✦
Fee Applied to Your Share Only
Our agreed-upon percentage is deducted only from the portion of funds recovered on your behalf as a named heir. The charitable beneficiary's share is handled separately.
✦
Transparent Agreement
The specific contingency percentage and all terms will be clearly outlined in the service agreement for your review and signature before we proceed.
Scope of Services
1
Case Research & Verification
Identification and verification of all unclaimed assets associated with June Mary Cofield and the June Mary Cofield Trust held by the State of Florida.
2
Will & Trust Review
Legal review of the Last Will and Testament and trust documents to establish proper beneficiary distribution for claim purposes.
3
Document Preparation
Preparation of all required state forms including the Unclaimed Property Request Affidavit, estate heir affidavit, and trust succession documentation.
4
Notary Coordination
Arrangement of remote or local notarization services for required signatures. Given your location in Los Angeles, CA, we can coordinate a mobile notary at your convenience.
5
Charitable Beneficiary Coordination
Handling of all required communication and documentation with the named charitable beneficiary on your behalf.
6
Claim Submission & Monitoring
Complete submission of your claim package to the Florida Bureau of Unclaimed Property and ongoing status monitoring through final disbursement.
7
Legal Representation
Representation before the State of Florida through Denny Borges, P.A., a licensed Florida Bar attorney, for any inquiries or additional documentation requests.
Your Legal & Administrative Team
📊 TCG DATAE
Administrative processing & document coordination
⚖️ Denny Borges, P.A.
Florida Bar licensed legal representation
✓
Accurate completion of all state-required forms
✓
Legal handling of trust succession and multi-beneficiary estates
✓
Remote notarization coordination for out-of-state heirs
✓
Professional representation for all state inquiries
Documentation Required From You
As the surviving heir and named beneficiary under the Will of June Mary Cofield, please gather the following documents to proceed with the claim:
- Copy of the Last Will and Testament — Required to confirm beneficiary designations and establish the distribution of the estate, including the charitable bequest.
- Certified copy of the Death Certificate — For June Mary Cofield (September 22, 2013). Must be a certified copy with a raised or official seal.
- Death Certificate for Gene Cofield (husband) — Required since he is listed as a joint holder on one of the accounts and is also deceased.
- Proof of Relationship — Documentation establishing your relationship as June Mary Cofield's nephew (e.g., birth certificates tracing the family line, or relevant legal documentation).
- Government-issued Photo Identification — Driver's License or Passport for Terrell Tannen.
- Trust Documents (if available) — Copy of the June Mary Cofield Trust agreement (UA 05-Aug-04). If you do not have this, please let us know and we will advise on alternatives.
Out-of-State — No Problem
Since you are located in Los Angeles, CA, our office can coordinate a licensed mobile notary in your area at your convenience. You will not need to travel to Florida to complete this process.
Next Steps
Ready to Begin
Our office is prepared to move forward as soon as you confirm your intent to proceed. Please review all the information above and contact us with any questions.
①
Review this portal and confirm you wish to proceed with the claim.
②
Gather available documents — Will, death certificates, proof of relationship, and photo ID.
③
Call or email our office to sign the service agreement and authorize us to represent you.
④
Our office coordinates a local notary in your area (Los Angeles) for signature of required forms.
⑤
We handle all remaining coordination — including the charitable beneficiary and trust documents — and submit the complete package to the Florida Bureau of Unclaimed Property.
Communication Timeline
Summary of our interactions and key milestones:
March 12, 2026 • 8:08 PM
📋 Case file created and Invoice #096581 generated for unclaimed property claim services — June Mary Cofield estate.
March 18, 2026 • 11:56 AM
📧 Invoice marked as sent by Luz Herrera. Case file updated with decedent information: June Mary Cofield, SSN 262-17-XXXX, DOB September 1925, DOD September 22, 2013.
March 18, 2026 • 12:08 PM
🔍 Research note by Luz Herrera: husband Gene Cofield is also deceased. Per obituary, the sole surviving heir is nephew Terrell Tannen, located in Los Angeles. One Terrell Tannen identified at (323) 842-3212. Voicemail left.
March 18, 2026 • 12:26 PM
📞 Initial Contact: Mr. Tannen returned the call at (323) 842-3212. He confirmed he was named in the Will but advised that he was not the sole beneficiary — a charitable organization is also named. He expressed interest in understanding the process and requested that information be sent via email to [email protected].
March 18, 2026 • Today
✅ This secure portal created per your request, summarizing all case details, asset information, the multi-beneficiary process, and required documentation steps.
Preferred Communication
As indicated during your initial call, you prefer to receive information via email. This portal has been sent to [email protected].
✔ Confirm Receipt
Please confirm that you have received and reviewed this communication.
This will notify our office that you are ready to discuss next steps.