HomeMy WebLinkAbout03-30-79 (2)
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IN THE ORPHANS' COURT OF CUMBERLAND COUNTY, PENNSYLVANIA
ESTATE NO. 21-78-380
FIRST AND FINAL ACCOUNT OF ELIZABETH CHANDLER ANDERSON,
EXECUTRIX OF THE ESTATE OF CHARLES W. ANDERSON, LATE
OF THE BOROUGH OF CARLISLE, CUMBERLAND COUNTY,
PENNSYLVANIA, DECEASED.
Date of Death:
July 5, 1978
Date of Issuance of Letters:
July 18, lS178
Dates of Advertisement:
The Evening Sentinel: 7/26, 8/2 and 8/9, 1978
Cumberland Law Journal: 7/28, 8/4 and 8/11, 1978
Attorneys:
Fowler, Addams & Shughart
28 South Pitt Street
Carlisle, PA 17013
INDEX TO ACCOUNT
Page
Principal Account - Personal Estate - Debit
1
Pri I!ci pal Account - Personal Estate - Credit
1
InCOfl1C Account - Personal Estate - Debi t
:'\
Income Account
Personal Estate
Credit:
'3
Distribution Account - Principal
It
Recapitulation
4
Balance of Principal for Distribution
5
Balance of Income for Distribution
5
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PRIl'JCIPAL ACCOUNT - PEHSOfJl\L ESTATE
DR.
The Accountant charges herself with the following principal
i~ems of Personal Estate:
1978
7/18
11/14
1979
2/2
2/2
2/2
Household goods, personal effects and other
personal property more fully described in
Inventory and Appraisement filed 10/6/78 -
The International Nickel Company of
Canada, Ltd. - net proceeds from sale
of $20,000 Debenture, 6.85% due 1993
($15,585), less value as inventoried
in Appraisement ($15,800) -
The Royal Bank of Canada - conversion
of Checking Account No. 500-412-2
($1,388.45), as adjusted by exchange
rate, to American currency, less value as
inventoried in Appraisement ($1,473.14) -
The Royal Bank of Canada - redemption and
conversion of Certificate of Deposit No.
3602264 ($29,257.56), as adjusted by
exchange rate, to American currency,
less value as inventoried in Appraisement
($31,042.13) -
The Royal Bank of Canada - convers on of
accrued interest on Certificate of Deposit
No. 3602264 ($326.02), as adjusted by
exchange rate and Canadian nonresident
tax of 15%, to American currency, less
value as inventoried in Appraisement
($406.95) -
TOTAL PERSONAL ESTATE - PRINCIPAL HECEIPTS -
CR.
$92,053.43
(215.00)
(84.69)
(J,784.57)
(80.93)
$89,1388.24
The Accountant claims credit for the following principal
disbursements of Personal Estate:
1978
7/18
7/19
7/24
Hegister of Wills - Letters Testamentary and
three Short Certificates -
Cumberland Law Journal - Advertising Letters -
The Evening Sentinel - Adveftising Letters -
,-:-1-
L;i>.:.:a
t..}
~.;,*
323
i',~,CE
$46.00
18.00
20.15
8/2
8/2
8/23
9/]2
9/T?
9/12
9/12
9/12
9/29
10/ L.
10/6
10/6
11/6
11/30
1979
2/6
2/6
3/30
3/30
3/30
3/30
3/30
3/30
..
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,
United Telephone Company - Debt
stahler's Garage - Debt -
Elizabeth C. Anderson - Partial payment
and distribution on account of Family
Exemption -
Raymond J. Wiss, M.D. - Last Illness-
Masland Associates, Inc. - Last Illness -
Harris Associates, P.A. - Last Illness -
S. Kronenberg's Sons, Inc. - Debt -
G. Book Roth Funeral Home - Partial payment
on account of Funeral Expenses -
Register of Wills - three Short Certificates -
Register of Wills - Partial payment
on account of Pennsylvani~ Inheritance Tax -
Register of Wills - Fil~ng Inventory and
Appraisement -
Charles A. Bikle, M.D. - Last Illness -
f
Register of Wills - Exemplified copy of
Letters Testamentary -
Elizabeth C. Anderson - Balance of Family
Exemption -
G. Book Roth Funeral Home - Balance of
Funeral Expenses -
Elizabeth C. Anderson - Executrix's
Commission -
Register of Wills - Balance of Pennsylvania
Inheritance Tax -
Internal Revenue Service - 1978 Income Tax -
Pennsylvania Department of Revenue - 1978
Income Tax --
H (7 R Block - Preparation of 19713 Income
Tax Returns -
Register of Wills - Filing Debts and
Deductions, Account and Statement of
Proposed Distribution, and one Short
Certificate -
Bonnie L. Coyle - Notary Fees -
-2-
l:".:; :;~. ",~CE J;2tj
41.51
96.70
500.00
35.00
640.00
521.00
] 3.50
1,000.00
3.00
4,132. SO
6.00
12.00
6.50
,500.00
588.90
4,655.00
259.75
36.00
88.46
30.00
43.00
15.00
'.
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3/30
Fowler, Addams & Shughart - Attorney's fees,
including preparing and filing with
Ministry of Revenue the Canadian Succession
Duty Return and reimbursement for postage
and long distance telephone expense to
Canada and Florida -
5,192.02
TOTAL PERSONAL ESTATE - PRINCIPAL DISBRUSEMENTS - $19,499.99
INCOME ACCOUNT - PERSONAL ~STATE
DR.
The Accountant charges herself with the foJlowing income
rece i ved,:
1978
Dividends, Pacific Lighting Corporation -
$90.00
Dividends, Philadelphia Electric Company -
90.00
Dividends, Dauphin Deposit Trust Company -
506.00
Interest, The Royal Bank of Canada, Certificate
of Deposit No. 3602264, as adjusted by
exchange rate - 939.37
Interest, The International Nickel Company of
Canada, Ltd., Debenture - 848.64
Interest, Mortgage and Note of Emil Bartos et ux.,
less accrued interest of $2.81 76.67
1979
Interest, Mortgage and Note of Emil Bartos
et \lX. -
54.CJ5
TOTAL INCOME RECEIPTS -
$2,605.63
CR.
The Accountant claims credit for the following
income disbursements:
1978
Canadian nonresident tax of 15%, as adjusted
by exchange rate -
$140.90
1979
H & R B]ock - Preparation of Fiduciary Income
Tax Returns -
37.00
TOTAL INCOME DISBURSEMENTS -
$177.90
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DISTRIBUTION ACCOUNT - PRINCIPAL
CR.
The Accountant claims credit for the following
distributions of principal:
1978
10/3
1979
Dauphin Deposit Bank and Trust Company, Trustee
under Item II of Will:
200 shares, Pacific Lighting
Corporation, common,
200 shares, Philadelphia Electric
Company, common, <)nd
920 shares, Dauphin Deposit T]^ust
Company, common,
as inventoried and appraised, in kind -
2/6 Dauphin Deposit Bank and Trust Company, Trustee
under Item II of Will:
DEBITS:
CREDITS:
DEBITS:
Cash -
TOTAL PRINCIPAL DISTRIBUTION -
RECAPITULATION
PRINCIPAL ACCOUNTS
Principal Account - Personal Estate -
TOTAL PRINCIPAL DEBITS -
Principal Account - Personal Estate -
Distribution Account - Principal -
TOTAL PRINCIPAL CREDITS -
BALANCE OF PRINCIPAL FOR DISTRIBUTION -
INCOME ACCOUNT
Income Account - Personal Estate -
TOTAL INCOME DEBITS -
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$36,827.50
28,000.00
$64,827.50
$89,888.24
$89,888.24
$19,499.99
64,827.50
$8L.,327.49
$5,560.75
$2,605.63
$2,605.63
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cn'.:DITS:
Income Account - Personal Estate -
$]77.90
TOTAL INCOME CREDITS -
$177.90
BALANCE OF INCOME FOR DISTRIBUTION -
$2,427.73
Balance of Principal for distribution consists of the
follOVJin9:
Cash -
$3,056.98
Mortgage and Note of Emil Bartos et ux.,
balance due as of 4/30/79, in kind -
2,503.77
TOTAL PRINCIPAL FOR DISTRIBUTION -
$5,560.75
Balance of Income for distribution consists of t.he
fo lowing:
Cash -
$2,427.73
TOTAL INCOME FOR DISTRIBUTION -
$2,427.73
elL uJl~) r~ .. A G.u0 ~A-t..A ~ M. .)
E~zabeth1 Chandler And son,
Executrix
COMMONWEALTH OF PENNSYLVANIA
ComITY OF CUMBERLAND
Elizabeth Chandler Anderson, being duly sworn according
to law, deposes and says that she is the Executrix of the Estate
of Charles W. Anderson, deceased, and that the foregoing Account,
as stated, IS a just and true accounting, as to all Jtems of both
charge and discharge, to the best of her knowledge, information
and belief.
E'o~&.~ ~~ ~VvL-I
Sworn and subscribed before me,
thi s\ &V~t~'i-a1~y of March, 1979.
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