HomeMy WebLinkAbout04-03-80 (2)
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
NO. 21-78-255
ESTATE OF J. W. HERTZLER
LATE OF THE BOROUGH OF CARLISLE
CUMBERLAND COUNTY, PENNSYLVANIA
FIRST AND FINAL ACCOUNT OF
SAMUEL B. HERTZLER & JOHN W. HERTZLER, JR., EXECUTORS
DATE OF DEATH: MAY 1, 1978
LETTERS GRANTED: MAY 18, 1980
FIRST COMPLETE ADVERTISEMENT OF GRANT OF LETTERS: JUNE 12, 1978
ACCOUNT STATED TO: MARCH 31, 1980
SUMMARY & INDEX
PRINCIPAL:
PAGE
Receipts
Less Disbursements
-3-
-3-
$242,412.17
28,861.67
Principal Balance Remaining
$213,550.50
HJCOME:
Receipts
Less Disbursements
-4-
-5-
$ 1,422.05
27.18
Income Balance Remaining
$ 1,394.87
Total Income & Principal $214,945.37
Total Distribution to Beneficiaries 203,425.00
Combined Balance Remaining $ 11,520.37
L q,- - .~. '.i"'S
:0L!\ '--.I J I ,"J,- , i
COMBINED BALANCE REMAINING
17 shares of J. P. Bixler & Sons, Inc. at $645/share
Cash
TOTAL
I"
'-';" L~'
\..j. ~. t /')Q
\..:J I,. ;'" , i >J
-2-
$ 10,965.00
555.37
$ 11,520.37
PRINCIPAL RECEIPTS
As per Pennsylvania Inheritance Tax
Return filed January 30, 1979:
01.21.80 Increase in value of capital stock of
J. P. Bixler & Sons, Inc., from $599
per share to $645 per share as per
Order of Court dated 01.21.80; 375 shares
06.16.78 Pennsylvania Department of Transportation,
Registration refund
Var.dates Medicare, benefit reimbursements
05.11.78
05.19.78
06.09.78
06.09.78
06.09.78
06.09.78
06.14.78
07.31. 78
TOTAL PRINCIPAL RECEIPTS
CONVERSIONS INTO CASH
43 shares J. P. Bixler & Sons, Inc.,
as per 303 Redemption Agreement at
$645 per share
TOTAL CONVERSIONS INTO CASH
PRINCIPAL DISBURSEMENTS
Richard E. Anderson, Register, Letters
Testamentary
Cumberland Law Journal, Advertising Letters
Ardelle M. Hertzler, Family Exemption
Hoffman Funeral Home, Funeral
Carlisle Hospital, Account
Harris Associates, X-ray account
Evening Sentinel, Advertising Letters
Richard E. Anderson, Register, on account
of Inheritance Tax
, \ . '..j,::,n
L ,'~ ~ /', .....: J f i. . __ v
-3-
$224,875.00
17,250.00
24.00
263.17
$242,412.17
$ 27,735.00
$ 27,735.00
$ 78.00
18.00
2,000.00
2,509.60
435.80
49.00
20.15
11,000.00
08.23.78
Dauphin Deposit Bank, Payoff of Note
08.28.78 EBY Granite Works, Grave Marker
09.15.78 Belvedere Medical Center, Account
09.22.78 Carlisle Hospital, Account
11.13.78 Hooke Realtors, real estate appraisal
01.10.79 Roy D. Gottshall, Jr., Auctioneer, appraisal
of personal property
01.30.79 Richard E. Anderson, Register, filing Debts
and Deductions and Pennsylvania Inheritance
Tax Return
01.30.79 Richard E. Anderson, Register, balance of
Inheritance Tax
02.20.79 Harris Associates, account
0~.06.79 Wm. A. Kramer, 2nd, reimbursement of costs
oLr.06.79 Hooke Realtors, real estate appraisal
03.13.80 Cumberland County Register of Wills,
additional Inheritance Tax due
Var.dates Wm. A. Kramer, 2nd, Attorney's Fee
ALLOWANCES Merlene Marhevka, Notary Fees
Closing Costs
TOTAL DISBURSEMENTS
INCOME RECEIPTS
Var.Dates Commonwealth National Bank, Statement
Savings Interest
Var.Dates Commonwealth National Bank, Letter
Trust Interest
TOTAL INCOME RECEIPTS
L;;:'L :':
~ :; .,- ,;
i (jl.
~(J
- ,
Ii' .~
-4-
$ 1,724.20
195.00
82.00
7.00
30.00
35.00
6.00
982.37
16.00
24.00
215.00
1,104.55
8,120.00
10.00
200.00
$ 28,861.67
$
678.11
743.94
$ 1,422.05
INCOME DISBURSEMENTS
03.17.80
Commonwealth National Bank, refund over-
payment of income
TOTAL INCOME DISBURSEMENTS
$
$
27.18
27.18
PRINCIPAL DISTRIBUTION
04.02.79 315 shares of J. P. Bixler & Sons, Inc.
to Ardelle M. Hertzler, and Samuel B.
Hertzler and John W. Hertzler, Jr.,
Executors, as their interests may appear $188,685.00
01.21.80 Increase in value per share of capital
stock of J. P. Bixler & Sons, Inc. as
per Order of Court dated 01.21.80 14,490.00
Var.dates Personal property in kind to A. M. Hertzler 250.00
TOTAL PRINCIPAL DISTRIBUTION
$203,425.00
By
By
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
)
) ssw
SAMUEL B. HERTZLER and JOHN W. HERTZLER, JR., being duly
sworn according to law, depose and say that the Account as stated is
true and correct and that the Grant of Letters and the first complete
advertisement thereof occurred more than four (4) months before the
filing of this Account.
.1,1\'-'.' .
,.' .~~w. 'Fh.i,an~urcribed to before
. ::-,r:n~':~r;i'~>':, C day of April, 1980.
.- I. " " . " \ '.
'~:; ~:'~y,-;~li~;^9""lY}~lOXrl g).J k G~
1, /<~; '/ ~~~riLENE MARHEYKk Notary Public
')>," ':,~:}F'll,sk, CUl11b~rla.,d (ounfY, Pa.
, ~., '....' :~.;:':t;....-It"-,,.( '11'-'<. tnn F. ;(O,f 0;. I", J"7 J.x~
/ ( ., I J. .
L.. .... . ,
. ..... ". ". .... i .t...
~ 'r>.~/ J;Qi
~~~jL)' . d '-8
I 1
L.~'L:', \./: : ,,'("',
...: oJ i ,.,~. ; l.a;;
-1=1-