HomeMy WebLinkAbout01-31-86 (2)
IN THE 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
CHRISTINE A. ROLAND, A MINOR
UNDER ORDER OF COURT DATED MAY 2, 1978
Date of Guardian's First
Receipt of Funds:
Account Stated For The Period:
June 22, 1978
May 1, 1982 to
July 26, 1984
Purpose of Account: The Guardian offers this Account to acquaint interested
parties with the transactions that have occurred during its administration
of this Guardianship.
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
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Summary Of Account
Pages
3 $39,695.20
3
3 9,630.75
30,064.45
4 30,064.45
-0-
4
Principal
Receipts
Sales Without Gain Or Loss
Less Disbursements
Balance Before Distributions
Distributions To Beneficiaries
Principal Balance Remaining
For Information:
Investments Made
Income
Receipts
Sales Without Gain or Loss
Less Disbursements
Balance Before Distributions
Distributions To Beneficiaries
Income Balance Remaining
For Information:
Investments Made
5 $21,142.53
5
5-6 2 ,801. 82
18,340.71
6 18,340.71
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Receipts Of Principal
Balance per First and Partial Accounting
ended April 30, 1982
06/21/82- PA Manufacturers Assoc. - workmen's
05/18/84 compensation
04/26/84 American Home Insurance Group - payment
per settlement and Court Order
04/30/84 First Colony Life - annuity payments per
Settlement Agreement
Total Receipts Of Principal
Principal Sales Without Gain Or Loss
06/08/82- 47,719 units Commonwealth National Bank
06/14/84 Common Fund A-I
Disbursements Of Principal
OS/21/82- Advance Mortgage Corporation - 1/3 share of
07/17/84 payment on Mortgage #120964768-0268
Closing costs:
06/04/82 J. Wesley Oler, Jr. - legal
services Guardian Ad Litem
07/22/82 Register of Wills - filing
of First and Partial
Accounting
Less Reserves
Excess for closing costs over reserves
03/21/84 1/3 undivided interest Wrongful Death
Action - per Settlement Agreement and
Court Order
07/26/84 Return of Income earnings to Income
Total Disbursements Of Principal
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$ 150.00
82.00
232.00
200.00
$17,782.60
9,573.40
12,000.00
339.20
$39,695.20
$47,719.00
$ 1,323.10
32.00
1. 00
8,274.65
$ 9,630.75
Distributions Of Principal
OS/20/82- Andrea Roland for the benefit of Christine Roland
04/25/84
$ 3,696.00
06/15/84 Christine Roland
26,367.45
06/05/84 John Hancock Mutual Life Insurance Co.
#63770698 - to Christina Roland
1. 00
Total Distributions Of Principal
$30,064.45
Information Schedule - Principal
Investments Made
OS/28/82- 23,972 units Commonwealth National Bank
OS/21/84 Common Fund A-I
$23,972.00
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Receipts Of Income
Balance per First and Partial Accounting
ended April 30, 1982
05/04/82- Earnings on Commonwealth National Bank
06/25/84 Common Fund A-I
OS/21/82 Death benefits from PA Manufacturers Assoc.
06/04/82 Internal Revenue Service - refund on 1981
Personal Income Tax
06/30/82 Transfer from Robert W. Roland, Sr. Estate
Account #13799002 - reimbursement of 1/3 share
advance to cover total cost of Court transcript
from estate loan proceeds
08/25/82 Internal Revenue Service - refund on 1980
Personal Income Tax
07/26/84 Return of Income earnings from Principal
Total Receipts Of Income
Income Sales Without Gain Or Loss
12/13/83- 8,081 units Commonwealth National Bank
06/25/84 Common Fund A-I
Disbursements Of Income
05/12/82- Commonwealth National Bank - Guardianship fees
06/12/84
06/08/82 Robert W. Roland, Jr. Guardianship Account #13815006 -
temporary advance 1/3 share of transcript cost
(reimbursed from estate account on 6/30/82)
04/14/83 Individual Income Tax for 1982
05/09/83 Andrea Roland - reimburse for 1/3 share of
home repair
05/09/83 Robert W. Roland, Jr. - reimburse for 1/3 share
of septic tank cleaning
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$ 5,935.15
5,484.76
284.00
254.00
640.00
269.97
8,274.65
$21,142.53
$ 8,081. 00
$ 193.08
640.00
13.72
30.11
21. 66
Disbursements Of Income (Continued)
05/09/83 Harrisburg Hospital - maternity stay for Christine
$ 200.00
06/14/83 Everhart, Burns and Bronitsky Associates -
professional services in delivery of baby
08/03/83 Harrisburg Hospital - professional services
for Christine
Total Disbursements Of Income
Distributions Of Income
OS/22/84- Christine Roland
06/26/84
Total Distributions Of Income
Information Schedule - Income
Investments Made
12/06/83- 8,081 units Commonwealth National Bank
06/22/84 Common Fund A-I
800.00
903.25
$ 2,801. 82
$18,340.71
$18,340.71
$ 8,081. 00
THE COMMONWEALTH NATIONAL BANK, GUARDIAN
OF THE ESTATE OF CHRISTINE A. ROLAND, A MINOR
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COMMONWEALTH OF PENNSYLVANIA )
COUNTY OF DAUPHIN )
I. LOIS B. COPELAND. Seni or Trust Offi cer 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
Sworn to and subscribed before me
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