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HomeMy WebLinkAbout80-00685 c' ~. ~ " '. .. ~ '''' ~ i'< I ,.: ~ In 0 ~ 00 00 H '" cD 0'\ "'" ii r-I E~ f? -. Ul Z <t. h' e; ~ ~, ClG ~ 0 . 0 M III lD \D ~ - . ell 0 UJ Z . ','c.: \:Z;~ ;,,\::{~ >?:~) <~ , .i '),:;;"1 ":}.-:,i.Jt .,','n:. . ',:':;0,: ":.:/:?f1 \;'~ ?~:i~.' !;i .,,~ ,~:.;;!rt-: ~.. , I j . , . 0 Prior Award: 3/13/67 3/12/73 9/10/73 3/11/75 12/13/76 PRINCIPAL RECEIPTS Hattie W. Baughman Estate Transfer from Income Transfer from Income Transfer from Income Transfer from Income Total Principal Receipts 12/15/69 3/6/70 6/26/70 3/2/71 9/7/71 9/12/78 12/6/78 3/7 /79 $ 9,000.00 130. 79 182.15 210.11 155.67 $ 9,678.72 CONVERSIONS INTO CASH CCNB Bond #02467 Proceeds Account Value $4,000 U. S. Treasury Proceeds Account Value Gain Loss $9,000.00 9,000.00 Bills $3,845.34 3.845.34 $4,000 U. S. Treasury Proceeds Account Value Bills $3,845.34 3,845.34 191 Units Fixed Proceeds Account Value Income Fund $1,701. 33 1,623.50 $77.83 57 Units Fixed Income Fund Proceeds Account Value 319 Units Fixed Proceeds Account Value $ 500.78 484.50 16.28 Income Fund $2,467.67 2,676.09 40 Units Fixed Income Fund Proceeds Account Valuc 342 Units Fixed Proceeds Account Value $208.42 $ 301. 40 335.59 34.19 Income Fund $2,531.47 2,869.28 TOTALS 337.81 $94.11 $580.42 $486.31 Net Loss Transferred to Summary Page 2 UBER :)7 f!,.~~ 4~4 . , 3/9/70 to 2/28/80 4/1/70 9/3/70 12/21/70 1/4/72 2/28/79 4/30/79 5/30/79 6/30/79 7/30/79 10/18/79 10/19/78 3/11/80 3/11/80 PRINCIPAL DISBURSE~ffiNTS Cumberland County Nursing Home - Room & Board Metropolitan Insurance Co. - Quarterly Premium Transfer to Charles R. Kohler T/U/ A Transfer to Charles R. Kohler Trust Under Will of Florence P. Wolf Metropolitan Insurance Co. - Quarterly Premium Charles R. Kohler - Allowance for March 1979 Charles R. Kohler - Allowance for May 1979 Charles R. Kohler - Allowance for June 1979 Charles R. Kohler - Allowance for July 1979 Charles R. Kohler - Allowance for August 1979 Tranfer to Income Transfer to Income Wildeman & Obrock - Preparation of 1979 Fiduciary Tax Returns CCNB Bank, N.A. - Trustee's Termination Fee Total Principal Disbursements 3 L18ER 97 1';\Gl 4~ $8,493.68 17.20 361. 69 69.38 12.00 22.89 27.63 30.00 30.00 30.00 27.84 10.10 35.00 25.00 $9,192.41 . , 9/19/67 to 12/21/70 9/19/67 to 1/28/80 1/21/71 to 10/31/74 2/9/71 to 5/12/77 4/7 /71 to 2/28/80 9/5/74 to 9/1/78 3/12/73 9/10/73 3/11/75 12/13/76 8/16/77 10/4/78 12/27/78 2/28/79 3/11/80 DISBURSENENTS . Charles R. Kohler Trust Under Agreement $1,514.97 CCNB Bank, N.A. - Trustee's Compensation 360.19 Hetropolitan Life Insurance Company - Quarterly Premiums on Policy #650 614 577 82.40 Personal Property Taxes 1971 to 1977 37.05 Cumberland County Nursing Home - Room & Board 2,205.25 Wildeman & Obrock - Preparation of Federal & State Tax Returns 85.00 Transfer to Principal Transfer to Pr inci pal Transfer to Principal Transfer to Principal J. C. Penney Co., Inc. - Clo th ing 130.79 182.15 210.11 155.67 37.47 Bertha Bowshier - Reimbursement for four trips 27.25 Charles R. Kohler - Allowance for January 1979 30.00 Charles R. Kohler - Allowance for March 1979 7.11 Transfer to Charles R. Kohler Trust Under Will of Florence P. Wolf 2.59 Total Disbursements $5,068.00 UBER 97 FI.G~ 417 5 . . STATE OF PENNSYLVANIA) ) 55. COUNTY OF CUMBERLAND ) JANE E. DAVIDSON, being duly sworn, deposes and says that she is a Trust Officer of CCNB Bank, N.A., the within named Accountant, and that the Account, both as to items of charge and discharge, is just and true to the best of her knowledge and belief. Sworn and subscribed to before me ,1\ ,'.... ..~:,~\\~~"..".~~:;'.Of ()(!TVtYl?~ 1980 ,. ...... Z). ........ ,'\:nil/';" ).... ,/J .~ 0..\\;;::J'1 '. ~ .i,.lJ..'''~'' .... ~'. .' :: ...' . .' ,~ ,...., "':ljp,~, P.u Hc J :~ .~:...,..'-':' : .':'_::' : -z. ..~ :.' ~I~. ", ~: Pl.iYLlIS J. RO~S, Notl'''' j'IJ".lie '.'" ~~s"el\~~ ,({i~p Hill, Cllmhrd,;;nd l-:.... !'oA. );, . t t <:'J'#.~'" C~.;;'^;~:;"" r;'i 0':; "",'9~1 ....J?\, pI).. '11,.. ) ) ) U8ER 97 rm 4iG8 ~ti "":u a ,."m .. ,,<'"> '."") _0 1..:-.> '-1:.0 ...... -;0 ',(T1 . . :".;;0 ,~ ,~:.... 1:,6 '11-" .; ....-rs ..' n ." ::~:11 , '7> . '. <<: ~J . 'J .' ...~ ~ g '"}-;:- ...:I t-< ;.. P-<<<: .~ ~- Z :.l ZZ o .. ::> <{ 0-1 zzo "'] 0 ;.. g~ O~H ~ -- U ~P-<~ '\~ ~Cl c: '" . U -: fis"" ~ ~ ~ <<: 'I1 ~~ n 0 - .~ -t:1;,,: o -:> ~ ~oo Ou .. ...l= >. U><H H<<: u ._ ...:I ~ ~ '--' t-<Cl '\:ii t-<~ ct. \.I r. <<: !- ;: ~ '-" ~~ - <: . ~ -- ~z :-1 tJ .--'C~ Z :.l ~ t ~ '- O::>t-< \ ;2~ H i:l z 01>: ~ -.;-, co ., ~ ,. .. G == 7.t'- t-<U::> .... ... V 0-1 Z ~ ~~ I>: 0 ~ f~ Cl IJl '" r. ~'J ~ .i ::>OU I oz z ,J ' c 0 ~ oz ~~ <<: A ;- 0 "" U <<:, ~ ~ Fi - .... ~~~ t-<::r:: it.~ t-< -1: .' 0 "" <<:c.'l 00 .....:::. z r. ~ ::r::~i2 ~ t-<::> I>: {' < t-<P'l I>: 00<<: f' H 'Il: '-' z~~ ~P'l ~ .~ Z HUO H