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HomeMy WebLinkAbout12-07-78 (2) STATEMENT OF PROPOSED DISTRIBUTION BY LLOYD M. CHESTNUT, EXECUTOR UNDER THE LAST WILL AND TESTAMENT OF MARY ELLEN CHESTNUT MAY, LATE OF THE BOROUGH OF MECHANICSBURG, CUMBERLAND COUNTY, PENNSYLVANIA, DECEASED LLOYD M. CHESTNUT, Executor of the Last Will and Testament of MARY ELLEN CHESTNUT MAY, Deceased, proposes to distribute the balance in his hands, to wit: $85,133.17, in accordance with the said Last Will and Testament as heretofore filed in the Office of the Register of Wills of I Cumberland County, Pennsylvania, as follows: I 1. TO: TRUSTEES OF THE FIRST UNITED METHODIST CHURCH, .1 MECHANICSBURG, PENNSYLVANIA, Bequest of $250.00 per Item 3 of said Will: Cash c. y 250.00 2. TO: TRUSTEES OF THE DOUBLING GAP CHURCH OF GOD, NEWVILLE, PENNSYLVANIA, Bequest of $250.00 per Item 4 of said Will: Cash 250.00 3. TO: BRIAN BOYD, Bequest of $500.00 per Item 5 of said Will: Cash 500.00 4. TO: BLANCHE CHESTNUT NICKEL, one-eleventh (1/11) of the residue, per Item 6(a) of said Will: Cash 7,648.47 S. TO: BEULAH CHESTNUT RICKABAUGH AND MARLIN RICKABAUGH, one-eleventh (1/11) of the residue, per Item 6(b) of said Will. Cash 7,648.47 6. TO: HELEN CHESTNUT CLEVENGER and CARL CLEVENGER, one-eleventh (1/11) of the residue, per Item 6(c) of said Will: Cash 7,648.47 7. TO: HARRY L. CHESTNUT and IRENE CHESTNUT, one- eleventh (1/11) of the residue, per Item 6 (d) of said Will: Cash 7,648.47 8. TO: JOHN A. CHESTNUT and MARY CHESTNUT, one- eleventh (1/111 of the residue, per Item 6(e) of said Will: Cash 7 , 648 . 47 9. TO: PAUL S. CHESTNUT and MILDRED CHESTNUT, one- eleventh (1/11) of the residue, per Item 6(f) of said Will: Cash 7,648.47 LAW OFFICES I SNELBAKER. McCALEB & ELICKER 10: TO: BRUCE R. CHESTNUT and MARTHA CHESTNUT, one- eleventh (1/11) of the residue, per Item 6(g) of said Will: Cash 7,648.47 "., 8..',""" I !::'HJ ';:y', __ _ "1..1, ,...., ~., LAW OFFICES SNELBAKER. McCALEB & ELICKER II I 11. TO: LLOYD M. CHESTNUT and PEARL M. CHESTNUT, one-eleventh (1/11) of the residue, per Item 6(h) of said Will: Cash 12. TO: HELEN BARRICK BLOOM, one-twenty-second (1/22) of the residue, per Item 6(i) of said Will ($3,824.23) Cash Cancellation of indebtedness due decedent (See Item 8 of Inventory) 13. TO: ELVERTA BARRICK THRUSH, one-twenty-second (1/22) of the residue, per Item 6(i) of said Will: Cash 14. TO: EDNA CHESTNUT GUTSHALL, one-sixty sixth (1/66) of the residue, per Item 6(j) of said Will: Cash: 15. TO: MARTHA CHESTNUT DEIHL, one-sixty sixth (1/66) of the residue, per Item 6(j) of said Will: Cash I! I I I 16. TO: SARAH CHESTNUT JACKSON, one-sixty sixth) of the residue, per Item 6(j) of said Will: Cash 17. TO: CLARENCE CHESTNUT, One- sixty sixth (1/66) of the residue, per Item 6(j) of said Will: Cash 18. TO: CARL CHESTNUT, one-sixty sixth (1/66) of the residue, per Item 6(j) of said Will: Cash 19. TO: WALTER CHESTNUT, one-sixty sixth (1/66) of the residue, per Item 6(j) of said Will~ Cash 20. TO: THELMA CHESTNUT SAPHORE, one-forty fourth (1/44) of the residue, per Item 6(k) of said WiLL: Cash 21. TO: JAY CHESTNUT, one-forty fourth (1/44) of the residue, per Item 6(k) of said Will. Cash 22. TO: AMY CHESTNUT McCLINTON, one-forty fourth (1/44) of the residue, per Item 6(k) of said Will: Cash 23. TO: CHARLES CHESTNUT, one-forty fourth (1/44) of the residue, per Item 6(k) of said Will. Cash - 2- r !5(:R !;)2 '" 0',_ <"'Y-- " 7 , 648 . 47 3,324.23 soo.oo 3,824.24 1,27'+.74 1,274.74 1,274.74 1, 274 .75 1,274.75 1,274.75 1,912.11 1,912.12 1,912.12 1,912.12 $85,133.17 II II ~ respectfully proposes to distribute the net balance of said Estate as II WHEREFORE, the said LLOYD M. CHESTNUT, Executor as aforesaid, stated above. :4!#-/ftf (~~ Lloyd M. Chestn (Executor) COMMONWEALTH OF PENNSYLVANIA ) SS. COUNTY OF CUMBERLAND) LLOYD M. CHESTNUT being duly sworn according to law deposes and says: that he is the Executor of the Last Will and Testament of Mary Ellen Chestnut May, Deceased; that the facts set forth in the foregoing Statement of Proposed Distribution are true and correct to the best of his knowledge, information and belief. ,-4/__~?" e//A4u'i)?JL ~ loyd M. Chestnut I I I I \;.. lL{ (I ~ . ~ . \. I' I c. Sworn to and subscribed before me this {.;;dt day /.::7 Z~{ . ,cZ 4?~ 12_ of A~Gf.,I. ~~"..jt~/, 1978. ~ .i? Co ~<LU~ LAW OFFICES SNELBAKER. McCALEB & ELICKER -3- ! ~g[~ C'? c.","-=", 1:. ' ().. .::<"1 ~, ,,' LAW OFFICES SNELBAKER. McCALEB Be ELICKER FIRST AND FINAL ACCOUNT OF LLOYD M. CHESTNUT, EXECUTOR UNDER THE LAST WILL AND TESTAMENT OF MARY ELLEN CHESTNUT MAY, LATE OF THE BOROUGH OF MECHANICSBURG, CUMBERLAND COUNTY, PENNSYLVANIA, DECEASED LLOYD M. CHESTNUT, Executor as aforesaid and Accountant herein, avers as follows: DATE OF DECEDENT'S DEATH April 26, 1978 DATE LETTERS TES TAMENTARY ISSUED May 11, 1978 LETTERS WERE ADVERTISED AS FOLLOWS: West Short Times May 25, June 1, 8, 1978 Cumberland Law Journal May 26, June 2, 9, 1978 PERSONALTY - PRINCIPAL ACCOUNT DEBITS The Accountant charges himself with receipt of the Decedent's goods and chattels as more fully set forth in the Inventory and Appraisement heretofore filed in the Office of the Register of Wills in and for Cumberland County, Pennsylvania: TOTAL, PERSONALTY, PRINCIPAL ACCOUNT, DEBITS: $ 74,673.28 $ 74,673.28 PERSONALTY - PRINCIPAL ACCOUNT CREDITS The Accountant claims credit for the payment of the following items from personalty principal: 6/ 2/78 6/ 2/78 6/ 7/78 6/ 7/78 6/ 7/78 6/ 7/78 6/ 7/78 7/ 8/78 7/19/78 7/19/78 7/19/78 7/24/78 7/25/78 7/25/78 8/22/78 8/28/78 10/30/78 11/21/78 11/21/78 12/ 1/78 Myers Funeral Home: funeral expenses $ Arnold Coal & Supply Company: account Commonwealth National Bank- safe deposit box inventory D.G.I. Corporation: account Mechanicsburg Water Company: account Bell of Pennsylvania: account Ray W. Anderson, Tax Collector: 1978 per capita and real estate taxes D.G.I. Corporation- account Seidle Memorial Hospital: account West Shore Times: advertising Executor's notice Richard Chestnut: preparation for sale Mechanicsburg Borough: sewer and refuse Gingrich Memorials: lettering on marker Richard E. Anderson, Register of Wills: payment on account of Pennsylvania Transfer Inheritance Tax (Note: payment of this sum at early date entitled Executor to a credit or discount of $473.68) Penna. Power and Light Company: account Mechanicsburg Water Company: account Mechanicsburg Borough: sewer and refuse Richard E. Anderson, Register of Wills: balance of Pennsylvania Transfer Inheritance Tax Richard E. Anderson, Register of Wills: filing fees Snelbaker, McCaleb & Elicker reimbursement for costs advanced t:. I) f ~~~t ~ ~.;.. i~~ 831 2,311.95 58.55 5.00 11.18 38.50 9.40 86.60 5.86 144.00 16.75 100.00 25.00 26.00 9,000.00 42.36 38.32 25.00 5,312.17 11. 00 60.00 LAW OFFICES SNELBAKER. McCALEB Be ELICKER The Accountant reserves.the following sums to be paid subsequent to the filing hereof: 1. Lloyd M. Chestnut: Executor's commission (comprised of cash of $4,795.62 and assignment of unpaid balance of note from Donald L. Brockway (Item 7 of Inventory) of $879.38 2. Snelbaker, McCaleb & Elicker: attorneys fee 3. Reserve for filing account, releases, fiduciary income taxes, notary fees and miscellaneous costs TOTAL, PERSONALTY, PRINCIPAL ACCOUNT, CREDITS: PERSONALTY - INCOME ACCOUNT DEBITS The Accountant charges himself with receipt of the following items of income from personalty: Savings Account No. 135084, Cumberland Valley Savings and Loan Association 1978 Interest Income Certificate No. 11459, CCNB Bank, N.A. 1978 Interest Income Certificate No. 17116, CCNB Bank, N.A. 1978 Interest Savings Certificate No. 002-25-03598, State Capital Savings and Loan Association 1978 Interest Term Certificate No. 002-20-11582, State Capital Savings and Loan Association 1978 Interest Subordinated Debentures, Agway, Inc. 1978 Interest Certificate of Deposit No. 3155, The First Bank and Trust Company of Mechanicsburg, Pennsylvania 1978 Interest Savings Account No. 002-00-03766, State Capital Savings and Loan Association 1978 Interest Optional Account No. 720, The Carlisle Building and Loan Association 1978 Interest Savings Account No. 502-148-0, The First Bank and Trust Company of Mechanicsburg, Pennsylvania 1978 Interest Evergreen Account No. 14-0010536-5, Commonwealth National Bank 1978 Interest - 2- r,~BfJ C"",: .,f .-' \..I.:w lJ."'. \_J ~"'> .:;:.~ (:~:V' $ 5,675.00 5,675.00 1,000.00 $29,677 .64 $ 12.57 52.37 66.46 1l.10 265.95 577 . 00 151. 70 2.65 24.89 8.47 216.48 LAW OFFICES SNELBAKER. McCALEB Be ELICKER Certificate of Deposit No. 4662, The First Bank and Trust Company of Mechanicsburg, Pennsylvania 1978 Interest $1,000.00 Note, dated January 11, 1972 given by Donald L. Brockway 1978 Interest Interest to be earned from 11/16/78 to 1/9/79 TOTAL, PERSONALTY, INCOME ACCOUNT, DEBITS: PERSONALTY - INCOME ACCOUNT CREDITS The Accountant claims credit for the payment of the following items from personalty income: TOTAL, PERSONALTY, INCOME ACCOUNT, CREDITS: REAL ESTATE - PRINCIPAL ACCOUNT DEBITS The Accountant charges himself with receipt of the decedentTs real estate, as follows: ALL that certain lot of ground situate on the east side of South Washington Street, Borough of Mechanicsburg, Cumberland County, Pennsylvania, having erected thereon a two and one-half story dwelling and outbuildings known and numbered as 221 South Washington Street, more particularly described in Cumberland County Deed Book "B", Volume 12, Page 397. Proration of 1978 real estate taxes and sewer account TOTAL, REAL ESTATE, PRINCIPAL ACCOUNT, DEBITS: REAL ESTATE - PRINCIPAL ACCOUNT CREDITS The Accountant claims credit for the payment of the following items from decedentTs real estate, principal account: 6/17/78 7/ 8/78 Lester G. Connor: real estate appraisal Terminix International, Inc.: wood treatment, inspection and certification Ray W. Anderson, Tax Collector- 1978 school real estate taxes Recorder of Deeds: 1% realty transfer tax Chuck Bricker, Auctioneer: real estate commission TOTAL, REAL ESTATE, PRINCIPAL ACCOUNT, CREDITS: 10/30/78 11/ 3/78 11/ 8/78 REAL ESTATE - INCOME ACCOUNT DEBITS The Accountant charges himself with receipt of the following items of real estate income: TOTAL, REAL ESTATE, INCOME ACCOUNT, DEBITS: -3- t I~E~ ~::~. ,1" 83~~ SO.OO 41}.48 11.62 $1,49S.74 NONE NONE S39,SOO.00 161.78 $39,661.78 100.00 172.00 202.99 39S.00 ISO.OO $1,019.99 NONE NONE LAW OFFICES SNELBAKER. McCALEB & ELICKER REAL ESTATE - INCOME ACCOUNT CREDITS The Accountant claims credit for payment of the following items from real estate income: TOTAL, REAL ESTATE, INCOME ACCOUNT, CREDITS: RECAPITULATION I. PERSONALTY A. PRINCIPAL ACCOUNT: Debits Credits Balance $74,673.28 29,677.64 $44,995.64 B. INCOME ACCOUNT: Debits Credits Balance 1,495.74 NONE 1 , 495 . 7 4 C. NET BALANCE OF PERSONALTY II. REAL ESTATE A. PRINCIPAL ACCOUNT: Debits Credi ts Balance 39,661. 7 8 1,019.99 38,641. 79 B. INCOME ACCOUNT: Debits Credits Balance NONE NONE NONE C. NET BALANCE OF REAL ESTATE III. NET BALANCE OF ESTATE FOR DISTRIBUTION -4- 'lRcK (.?~4~, V)J-..j ,~ ..... , :.:.~ i NONE NONE $46,491. 38 38,641.79 $85,133.17 COMMONWEALTH OF PENNSYLVANIA ) SS. COUNTI OF CUMBERLAND ) LLOYD M. CHESTNUT, being duly sworn according to law, deposes and says: that he is the Executor of the Estate of Mary Ellen Chestnut May, Deceased; that he is the Accountant herein; that the foregoing accountin is true and complete; that the attached list or schedule (*) contains the names, addresses and amounts due unpaid credits having given notice of their claims; that the attached list or schedule (**) contains the names and addresses of all persons interested in the distribution of said Estate; and that the facts set forth in the within Account are true and correct to the best of his knowledge, information and belief. ~~ r!Mz~vf L oyd M. Chestnut (Executor and Accountant) \:.' Sworn to and subscribed before me C{i :Uf l~,'''' ,-.;.}pis f . day of /JJee-mJi.;.../ , 1978. . ... o"2;;,M~/J/____d {~~<U.{/~/ ': ,: =! .:5-<;;';::'>:' ...:i':::~' . ... : ., "', ' ,; UNPAID CREDITORS: NONE PERSONS INTERESTED IN DISTRIBUTION OF ESTATE: 1. Trustees of the First United Methodist Church, Mechanicsburg, PA 170 5 2. Trustees of the Doubling Gap Church of God, Newville, PA 17241 3. Brian Boyd, 923 West Trindle Road, Mechanicsburg, PA 170SS 4. Blanche Chestnut Nickel, R. D. 3, Newville, PA 17241 S. Beulah Chestnut Rickabaugh and Marlin Rickabaugh, R. D. 3, Newville, PA 17241 6. Helen Chestnut Clevenger and Carl Clevenger, R. D. 2, Newville, PA 1 24 7. Harry L. Chestnut and Irene Chestnut, 7S Big Spring Avenue, Newville PA 17241 8. John A. Chestnut and Mary Chestnut, R. D. 3, Newville, PA 17241 Paul S. Chestnut and Mildred Chestnut, R. D. 9, Carlisle, PA 17013 Bruce R. Chestnut and Martha Chestnut, R. D. 3 Newville, PA 17 241 , Lloyd M. Chestnut and Pearl M. Chestnut, Timber Road, R. D. 1, Mechanicsburg, PA 17055 9. 10. LAW OFFtCES SNELBAKER. McCALEB Be ELICKER 11. r 'BER -s- r.' ..." ;j ,,: Q ')(" v',. II II II 12. ,I 11113. 14. I I 15. , Helen Barrick Bloom, 25 West Main Street, Newville, PA 17241 Elverta Barrick Thrush, 1237 Franklin Street, Carlisle, PA 17013 Edna Chestnut Gutshall, R. D. 3, Box 346, Newville, PA 17241 Martha Chestnut Diehl, R. D. 3, Newville, PA 17241 16. Sarah Chestnut Jackson, R. D. 4, Newville, PA 17241 17. Clarence Chestnut, R. D. 2, Newville, PA 17241 18. Carl Chestnut, R. D. 2, Newville, PA 17241 19. Walter Chestnut, R. D. 4, Newville, PA 17241 20. Thelma Chestnut Saphore, 901 West Lowther Street. Carlisle, PA 1701 21. Jay Chestnut, 900 West North Street, Carlisle. PA 17013 22. Amy Chestnut McClinton, R. D. 5, Carlisle, PA 17013 23. Charles Chestnut, R. D. 9, Carlisle, PA 17013 LAW OFFICES I SNELBAKER. McCALEB & ELICKER -6- !!~7:~ 92. - 83f.;