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Home My WebLink About05-16-80 (2) .' COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA ORPHANS' COURT DIVISION NO. 21-78-315 ESTATE OF THOMAS J. EDDY LATE OF MECHANICSBURG BOROUGH FIRST &~D FINAL ACCOUNT OF JOYCE L. KEISTER, EXECUTRIX Date of Death: June 1, 1978 Letters Granted: June 21, 1978 First Complete Advertisement of Grant of Letters: Cumberland Law Journal - June 30, 1978 Patriot-Evening News - July 4, 1978 SUMMARY & INDEX Pages PRINCIPAL: Receipts Conversions Adjusted Balance Principal Disbursements 2 2 $ 54,199.25 -0- 54,199.25 26,137.98 2&3 Principal Balance before Distributions Principal Distributions - 4 Principal Balance Remaining INCOME : 28,061.27 14,386.64 Receipts Less Disbursements 4 4 3,451.71 2,380.24 Income Balance Remaining COMBINED BALANCE REMAINING Combined balance remaining consists of cash. b0vi\ 80 1'.'Ji b't l' ~~' t=" . ,v~ $ 13,674.63 1,071.47 $ 14,746.10 PRINCIPAL RECEIPTS Inventory Filed Per Copy of Inventory Attached Subsequent Receipts Reimbursement for lifetime transfers Keister vs. Robb & Bowman Civil Action - Equity No. 31 - Blue Shield Reimbursement - (Dr. Won) Prudential Insurance Company - June 1978 Annuity payment - Cash - . , $ 45,809.35 7,000.00 1,250.00 134.90 5.00 TOTAL PRINCIPAL RECEIPTS $ 54,199.25 PRINCIPAL CONVERSIONS INTO CASH NONE Transferred to Summary PRINCIPAL DISBURSEMENTS 1978 June Register of Wills - Probate, Letters & Short Certificates Cumberland Law Journal - Advertise Letters Patriot-Evening News - Advertise Letters Giant Food Stores, Inc. - Decedent's Account Martin L. Myers Funeral Home - Funeral Expenses Harrisburg Hospital - balance - decedent's account Pennsylvania Power & Light - final bill - decedent's account Bell of Pennsylvania - final bill - decedent's account Douglas K. Sanderson, M.D. - decedent's accoun t Visiting Nurse Association of Mechanicsburg - decedent's account West Shore TV Cable Co. - final bill - decedent's account Mechanicsburg Community Ambulance Association - decedent's account Commonwealth National Bank - Safe Deposit Box Inventory Kwan H. Won, M.D. - decedent's account FHN Associates, Inc. - decedent's account July Sept. Oct. bv~r\ ,"\\ .-. ~;O n.,,-:t 155 -2- -0- 41.00 18.00 20.19 32.03 2,987.58 12.00 13.70 9.37 67.00 78.00 6.12 55.00 5.00 1,695.00 225.00 Inventory of the real and personal utate of THOMAS J. EDDY decea5ed. 1. Assets of the Estate of Catherine Eddy a/k/a Katherine Eddy, decedent's late sister, whose Estate was in administration at the time of decedent's death. Thomas J. Eddy being the sole beneficiary. A. 217 shares American Telephone and Telegraph Company common stock @ 61.00 p/sh (value quoted as of 6/1/78) 13,237 00 B. Dividend payments outstanding from 4/1/69 to June 1, 1978 6,440 56 C. Chemical Bank, Jackson Heights, N.Y., Savings Account No. 053-491890 2,469 92 D. Series E Bonds - 12 - $50.00 - in the name of Katherine Eddy - (values as of 6/1/78) (see attached sheet) 1,320 00 72 54 74 01 71 85 74 01 279 02 421 82 67 24 E. 1 - $25.00 - date 4/42 1 - $25.00 - date 6/42 1 - $25.00 - date 7/42 1 - $25.00 - date 6/42 F. 5 - $25.00 Series E Bonds (values as of 6/1/78 - see attached sheet) G. 3 - $50.00 Series E Bonds - (see attached sheet) H. 1 - $25.00 Series E Bond 2. 16 - $25.00 Series E. Bonds in decedent's name, payable at death to Katherine Eddy, deceased. (see attached sheet) 495 70 3. Bank Accounts Commonwealth National Bank Checking Account No. 142-103221-8 Savings Account No. 14-0010039-0 Savings Account No. 14-0002817-9 369 64 15,510 83 3,755 57 4. 30 - $25.00 Series "E" Bonds in decedent's name, payable at death to Mrs. Mary Byrne. (see attached for dates & values) 892 84 5. 9 - $25.00 Series "E" Bonds in decedent's name, payable at death to Mrs. Mary Byrne. (see attached sheet) 256 80 TO'l'AL 45,809' 35 bLiv'\ ~..~ .~ ':;0 ri\ut 1Gb ,I ~ PRINe IPAL DTSBURSEt-1EN'rS, CO~'r I D 1978 Dec. 7/79 12/79 Michael A. Serluco - settlement of landlord's claim for rent & damages - decedent's apartment - 130 W. Main St., ~rechanicsburg Ray Anderson, Tax Collector - Borough Per Capita Tax - 1978 Register of Wills - payment on account of Inheritance Tax Seidle Memorial Hospital - balance - decedent's account Register of Wills - File Inventory & RCC forms City of New York, Dept. of Health - Death certificates for William, Catherine & Katherine Eddy for Series "E" Bonds Register of Wills - File Debts & Deductions Notary Fees - All documents Joyce L. Keister - Executrix Commission Myers, Myers, Flower & Johnson - Attorney Fee Pennsylvania Department of Revenue - decedent's 1978 Income Tax Register of Wills - Short certificates Ins. Co. of N. America - Bond - Lost passbook Register of Wills - file supplemental Debts & Deductions & RCC forms Notary Fees - supplemental documents Reserve - close-out costs Register of Wills - balance of Inheritance Tax, plus interest Administration expenses - completion of Catherine Eddy Estate -(New York) 3/79 B . R. I . 7/79 Coverage Corp. - Bond Premium - Joyce L. Keister Administratrix appointment New York State Tax Commission - Estate Tax and penalty Surrogate's Court, New York County - Filing Bond Court of New York County - Short Certificates & Let ters Jefferson Armstrong, Esq. - Registered Mail & telephone calls Jefferson Armstrong, Esq. - attorney fee Expenses incurred in Re: Joyce L. Keister, Executrix of the Estate of Thomas Eddy vs. Faye A. Robb & Douglas W. Bowman No. 31 - Equity 1978 7/78 Seidle Memorial Hospital - medical transQript Holy Spirit Hospital - medical transcript Kwan H. Won, M.D - medical transcripts Chemical Bank - copies of account transactions Prothonotary - copies & filing George Geiger Reporting Service - Court Reporter .Barbara NickOlas - Court Reporter Robert J. McConaghie, M.D. - Medical Transcript Cumberland County Sheriff _ Clerk of Courts - copy Myers, Myers, Flower & Johnson - attorney fee Keister vs. Robb TOTAL PRINCIPAL DISBURSEMENTS bL:v~\ 80 "i.'"t 1G7 -3- 900.00 11.00 2,000.00 621.91 6.00 15.00 3.00 4.50 2,297.50 2,297.50 7.16 55.83 7.00 3.00 1,000.00 3,075.00 103.00 953.83 10.00 83.00 12.04 900.00 44.00 5.00 25.00 10.00 26.00 227.70 72.80 10.00 85.22 1.00 6,000.00 $26,137.98 ". PRINCIPAL DISTRIBUTIONS TO BENEFICIARIES To: MARY BYRNE - 217 shares American Telephone & Telegraph Stock (Common) MARY BYRNE - 39 $25.00 Series "E" Bonds in the name of the decedent - P.O.D. Mrs. Mary Byrne - TOTAL PRINCIPAL DISTRIBUTIONS INCOME RECE IPTS Dividends: A.T.&T. Dividends paid from 7/1/78 to April 1, 1980 - Interest earned on Statement Savings Account No. 12-6-0508-5 - (Estate of Thomas J. Eddy) from 10/1/78 to and including April 1, 1980 - Additional interest earned on Commonwealth National Bank Savings Account No. 14-0010039-0 from date of death to date closed 8/10/78 Additional interest earned on Series "E" Bonds from date of death to 9/11/79 & 9/14/79 - dates cashed TOTAL INCOME RECEIPTS INCOME DISBURSEMENTS Mary Byrne - dividends - A.T.&T. to 4/1/80 - Less - Inheritance Tax on 39 Series "E" Bonds in the amount of $1,149.64 @ 15% from 7/1/78 $ 2,104.90 172.44 Internal Revenue Service - Fiduciary Income Tax Return for 12/1/78 to 11/30/79 Pennsylvania Dept. of Revenue - Fiduciary Income Tax for period 6/1/78 to 11/30/78 - Pennsylvania Dept. of Revenue - Fiduciary Income Tax for period 12/1/78 to 11/30/79 Reserve for final income tax returns - TOTAL INCOME DISBURSEMENTS bU\I\ ~10 IhU~ 1b8 -4- , > $ 13,237.00 1,149.64 $ 14,386.64 2,104.90 976.82 145.57 224.42 $ 3,451.71 1,932.46 201.53 10.57 185.68 50.00 $ '2,380.24 '. \ COMMONWEALTH OF PENNSYLVANIA: ss. COUNTY OF CUMBERLAND JOYCE L. KEISTER, being duly sworn according to law, deposes and says 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 the Account. Sworn to and Subscribed before me this /t~' day uu :: '~...(,-'!.' __', r' ~",':i.,;::.-:~ \ ..~~~GR~:~tfr Public -:.~ '. EjIJl~X9~~~d Co., Pa. """'~~ ~~\'~~.~ires Oct. 25, 1982 1, t . . I ~ ..'.il..... bUu!\ :it) fi;ut iG9 -5-