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Home My WebLink About01-31-86 COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION SECOND AND FINAL ACCOUNT OF THE COMMONWEALTH NATIONAL BANK, GUARDIAN OF THE ESTATE OF DAVID G. ROLAND, A MINOR UNDER ORDER OF COURT DATED MAY 2, 1978 Date of Guardian's First Receipts of Funds: Account Stated for the Period: June 22, 1978 May 1, 1982 to November 30, 1985 Purpose of Account: The Commonwealth National Bank, Guardian, offers this Account to acquaint interested parties with the transactions that have occurred during its administration. It is important that the Account be carefully examined. Requests for additional information or questions or objections can be discussed with: The Commonwealth National Bank P. O. Box 1010 Harrisburg, Pennsylvania 17108 Lois B. Copeland, Senior Trust Officer (717) 780-3043 Principal Summary Of Account Pages 3 $36,851.31 3 3 2,531.14 34,320.17 4 6,622.00 4 $27,698.17* 4 Receipts Sales Without Gain Or Loss Less Disbursements Balance Before Distributions Distributions To Beneficiaries Principal Balance On Hand For Information: Investments Made Income Receipts Sales Without Gain Or Loss Less Disbursements Balance Before Distributions Distributions To Beneficiaries Income Balance On Hand For Information: Investments Made 5 $ 7,026.28 5 5-6 1,925.71 5,100.57 6 300.00 6 $ 4,800.57 6 $32,498.74 Combined Balance On Hand *Subject to Pennsylvania Manufacturers Association Insurance Company claim for workmen's compensation benefits paid to Guardian, filed to #1356 S 1985, Court of Common Pleas, Dauphin County, Pa. Amount demanded $76,715.99 - includes funds paid to others. R:~( 1 j/t pice 23'7 2 Receipts Of Principal Balance per First and Partial Accounting ended April 30, 1982 06/21/82- PA Manufacturers Assoc. - workmen1s compensation 10/15/85 04/26/84 American Home Insurance Group - per settlement and Court Order Total Receipts Of Principal Principal Sales Without Gain Or Loss 06/03/82- 8,996 units Commonwealth National Bank 11/25/85 Common Fund A-I Disbursements Of Principal OS/21/82- Advance Mortgage Corporation - 1/3 share of 11/15/85 payment on Mortgage #120964768-0268 Closing costs: 06/04/82 J. Wesley Oler, Jr. - legal services Guardian Ad Litem re First and Partial Accounting $ 150.00 07/22/82 Register of Wills - filing of First and Partial Accounting 70.00 220.00 200.00 Less reserves Excess for closing costs over reserves OS/21/84 1/3 undivided interest wrongful death action - per Settlement Agreement and Court Order Reserve: Filing costs and Guardian Ad Litem cost Cleckner & Fearen - legal fee Total Disbursements Of Principal , ~ ~.' -1 ~ I~ r :' ~ '~\.J\JI\ _L r .t n,n,a ~0\.j $ 5,025.93 19,825.38 12,000.00 $36,851. 31 $ 8,996.00 $ 2,110.14 20.00 1. 00 300.00 100.00 $ 2,531.14 Distributions To Beneficiaries OS/20/82- Andrea Roland for the benefit of David Roland 11/25/85 $ 6,314.00 10/25/85- David Roland 11/25/85 308.00 Total Distribution Of Principal $ 6,622.00 Principal Balance On Hand Cash and amounts temporarily invested in Commonwealth National Bank Common Fund A-I $28,097.17 John Hancock Mutual Life Insurance Company Policy #63770700 Less reserve 1. 00 (400.00) $27,698.17 Total Principal Balance On Hand Information Schedule - Principal Investments Made OS/28/82- 31,367 units Commonwealth National Bank 10/16/85 Common Fund A-I $31,367.00 n ~ ,-.... .- -)j\ -1 1,1, _~ .._ 1:. r.~. ~ r 299 4 Receipts Of Income Balance per First and Partial Accounting ended April 30, 1982 05/04/82- Earnings on Commonwealth National Bank 11/04/85 Common Fund A-I OS/21/82 Death benefits from PA Manufacturers Assoc. 06/30/82 Transfer from Robert W. Roland, Sr. Estate Account #13799002 - reimbursement 1/3 share advance to cover total cost of Court transcript from Estate loan proceeds 10/28/82 Internal Revenue Service - Individual Income Tax refund 03/05/84 Internal Revenue Service - Individual Income Tax refund Total Receipts Of Income Income Sales Without Gain Or Loss 12/13/83- 3,861 units Commonwealth National Bank 11/22/85 Common Fund A-I Disbursements Of Income 05/12/82- Commonwealth National Bank - Trustee fees 11/13/85 06/08/82 Robert W. Roland, Jr. Guardianship Account #13815006 - temporary advance 1/3 share of transcript cost (reimbursed from Estate account on 6/30/82) 05/09/83 Andrea Roland - reimburse for 1/3 share of home repair 05/09/83 Robert W. Roland, Jr. - reimburse for 1/3 share of septic tank cleaning 01/17/85 Robert W. Clements, D.D.S., Ltd. - dental services for David ~r-,CK IJ-~:; p,l,r,r 300 $ 716.58 5,068.79 284.00 640.00 197.16 119.75 $ 7,026.28 $ 3,861. 00 $ 343.94 640.00 30.11 21.66 205.00 Disbursements Of Income (Continued) 03/05/85 Douglas Herbert, D.D.S., Ltd. - dental services for David $ 685.00 Total Disbursements Of Income $ 1,925.71 Distributions To Beneficiaries 11/21/85 David Roland Total Distributions Of Income $ 300.00 $ 300.00 Income Balance On Hand Cash and amounts temporarily invested in Commonwealth National Bank Common Fund A-I $ 4,800.57 $ 4,800.57 Total Income Balance On Hand Information Schedule - Income Investments Made 12/06/83- 8,033 units Commonwealth National Bank 11/06/85 Common Fund A-I $ 8,033.00 THE COMMONWEALTH NATIONAL BANK, GUARDIAN OF THE ESTATE OF DAVID G. ROLAND, A MINOR By (),~~V 11 ,1 ,p:~r:- 30j ,','.. -~ 1i'L " COMMONWEALTH OF PENNSYLVANIA ) COUNTY OF DAUPHIN ) I, LOIS B. COPELAND, Senior Trust Officer of The Commonwealth National Bank, accountant in the annexed Account, being duly sworn according to law, depose and say that the foregoing Account is true and correct to the best of my knowledge and belief. THE COMMONWEALTH NATIONAL BANK By ~~ d. ~W~?t~- , . or Trust' Offi r Sworn to and subscribed before me ~"""T~:t- n ~\...~ ~~~i' ":'tay of Y~:I _.......... ,,^-<:v~............ ,1, "'~ ~...,... ,. ,.,'''.,~.. /.,,,,, ~ ~ 'lJ.":"\""l .Y",,-;:. ._ -, '--1#~.U. \~A. ~~l.w ...\",:, ;I. "-'\-u ii.'.: OF ::; ~~ -;.\~ ~ .~J!_ 02 ....i~ D. , '.- ~ ~ .~ ~, -;"'i, , /: y p '..\ t4: a ry Pub 1 i c i'''t._ \\" ".,.."".., ....0 "vIAiC PUBLIC " HAfllil.'idlHiG. DAUPHiN COUNTY 2A2 MV COMMISSION EXPIRlS JUlY 31, 1989. III "",t..;;.. \>~lIIt!~h'''ililio Ji,S$ntil'>tinn of N~tllfl!lt ~-~. ~1_,1_,~t ~~~[ 302 r I i I q H Z 0 n I Z OOdC'.-- C/.l . >-03: I trJ Od Od ::r:: td : )> n 0 trJ N :I:> trJ ;1 ::0 0 L' W Z Od L" ::0 ~ Z :I:> NC/.lL' Ul t::1 Z -:I:>C m z )> t::1 trJ 0 ZC C 0 -i :I:> C/.l Od n t::1 ( ::0 ;0 -i Z >-3 >-00 ~ Gl ~ 0 t::1 :I:> ::r:: C n: I ::0 >-3 :I:>OdO 1] Ui Z '"Ij trJ Z>-3CC T'l T'l f'l -< H C/.l Z '. Z () Ul Z 0 - t::1 >-3 Z 0 :I:> '"Ij HK:C Ul z )> L' -> <::~ C -< 0 -I t::1 '-0 H ;< < Ui r "TJ :I:> :I:> -..:JC/.l>-O~< )> ~ )> I'TJ n <:: JJHtrJC Z :u ~ )> n H OZo- f'l )> f'l :u 0 t::1 ZZ -l I'TJ C C/.l " ::;; Z Z K: [ - >-3 L' L. 0 <:::tc - :I:>U Z H p ~- . ' , .... . . . " .. . ,. .", IN RE: ESTATE OF DAVID IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 232 ORPHANS' 1978 G. ROLAND PROPOSED DISTRIBUTION The distributive share of principal and income, and the person entitled thereto is as follows: Income $27,698.17 4,800.57 Principal Total Available for Distribution $32,498.74 Proposed to be distributed to David G. Roland -- $32,498.74. Commonwealth National Bank was appointed Guardian of the Estate of David G. Roland, a minor, by Order dated May 2, 1978 entered to No. 232 Orphans 1978. No other Court has jurisdiction of any matter relating to this guardianship. The fund now before the Court is not subject to payment of any inheritance tax to the Commonwealth of Pennsylvania. This is a second and final account of the Guardian, a first and partial account having been filed on May 1, 1982. The account filed is occasioned by the attaining of majority of David G. Roland on October 1, 1985. CLECKNER a FEAREN ATTORNEYS AT LAW HARRISBURG. PENNSYLVANIA -1 -{,~ ".' 'rr 0:0? ~..;_ ~_ .\... '-J-'" .. ~ . . i , ,. David G. Roland is the only person having an interest in the said guardianship funds although a claim has been filed by the Pennsylvania Manufacturers Association Insurance Company for worker's compensation benefits paid to the Guardian filed to No. 1356-8-1985, Court of Common Pleas, Dauphin County, Pennsylvania. No notice of the first and partial account was given to Pennsylvania Manufacturer's Association Insurance Company because no claim was asserted by them until August 29, 1984. Notice of the filing of the account have been given to David G. Roland and the Pennsylvania Manufacturers Association Insurance Company. There are no questions to be adjudicated. No share of the interest of David G. Roland has been assigned or attached. Your Petitioner, therefore, asks that distribution be awarded to the person, David G. Roland, as his interest may appear. COMMONWEALTH NATIONAL BANK By ~.' /) / ,i) . . . 4~/g~ ),lI CLECKNER a FEAREN ATTORNEYS AT LAW HARRISBURG. PENNSYLVANIA :1jA ~,'.r.F 301 .. .- "-' " COMMONWEALTH OF PENNSYLVANIA SS: COUNTY OF DAUPHIN The above named Petitioner, being duly sworn, doth depose and say that the facts set forth in the foregoing Petition, which are within the personal knowledge of the Petitioner are true, and as to facts based on the information of others, the Petitioner, after diligent inquiry, believes them to be true. COMMONWEALTH NATIONAL BANK By I~~ 11 {r-t~~c!- .~~~ i,l ..t~ .; Sworn and subscribed to before me this 2'q111 day of Yt/l1M!1j / '. "",i~ ?:c(bmJA2CI ...' <, '", ..'l' -.,,~, J.l ~"'. .........v,.,. {'\\1"'[_. .... y/)"'''' //-'<..~ ,,:'.\J.,..i~-<r,/ ~.e <.. ~";. j~.::::?~ ,3( '~'.~m ~ G(,~;;;\i(;C'. l\;'QTAflT PU8Ut ", -::- f u \ !i~'" ~O"'l'G "AUP~ii!\l COUNTY ~ --- . tV 1. ..~ ,,":..::.~ ,.. ~ · 1"- ::. ~ ~rY Cf".v~~J.J1I t){,IRUJ~1.1f ]1,. '""' - . ~ ..~.~~.,",.<"'~;:.c..,..,.v..;1'" .,1 lI',,,,',d,,,, ~, ,,;,.... J'?I'j<:''''-J.~'"'~ :... .{ '..', . ",.... '.' ~.;. ~' 0 ... v.. ,~..... './ .;.:.... -/' ';....... ......... ,1,,, ,", ":':--, , /i R'( if '0.) ".." (Iii i ~t ~.~ I:: ,.,_ ~ ~t\\\"\\ .'....,.1-. , 1986. CLECKNER II FEAREN ATTORNEYS AT LAW HARRISBURG, PENNSYLVANIA ~._" 1J,,1 ".~r: 305 ".- ~ -'., Q H Z 0 n: I - Z O::dCc )> . '"""O~ ::0 '"""0 ::d ::d ::c: tJj : ::0 ~ ::d 0 tr:l [\) ;:t:> tr:l : Ul 0 L' WZ::di m Z )> '"""0 ;:t:> [\)UlL' C 0 -I 0 Z - ;:t:> ( ::0 :0 -I Ul \:J tr:l 0 Z' Gl -i 0 tr:l Ul ::d n \:J ' I :0 \:J 1-3 '"""00 1) Ul Z ;:t:> ::c: C n: I"l f'l fTl \:J 1-3 ;:t:>::d0 Z 0 -< )> H tr:l ZI-3C, Z 0 Ul Z Ul Ul Z' Ul z )> 0 1-3 0 - \:J 1-3 -< 0 -I ::d 'Tj HK < Ul r "'Tl H -> <:~ )> -i )> I'T'J tJj \:J '-0 H Z :0 ~ }> C ;:t:> -.JUl'"""O f'l ::0 1-3 <: COHtr:l )> f'l I -i I'T'J H H OZ ;::j Z 0 \:J ZZ - n Z Ul 0 m K - L' <: ;:t:> Z H P