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HomeMy WebLinkAbout05-18-79 (2) IN THE COURT OF Ccw,fON PLEAS OF CUMBERLAND COUNIY , PENNSYLVANIA ORPHANS' COURT DIVISION Estate No. 21-78-441 Estate of DeWitt T. Gable, Late of the Borough of Shiremanstown, Cumberland County, Pennsylvania FIRST AND FINAL ACCOUNT of M. Annan Seifert Executrix Date of Death: July 11, 1978 Letters Granted: August 16, 1978 First Complete Advertisement of Grant of Letters: West Shore Times - 8/24, 8/31 & 9/14/78 Cumberland Law Journal - 8/25, 9/1 & 9/8/78 Account Stated To: April 15, 1979 SUMMARY A~ INDEX Principal Page Receipts 1 $39,055.64 9,760.45 Less Disbursements 1 & 2 Principal Balance Remaining Income Receipts 3 2,600.00 163.15 Less Disbursements 3 Income Balance Remaining Combined Balance Remaining li3 L R (" . ,. ('. . J...l /'\JL (j..k.B 29,295.19 2,436.85 $31,732.04 COMPOSITION OF NET BALANCES Principal AccolUlt Value Real Estate $30,500.00 Personalty 8,555.64 Total Principal 39,055.64 Income Receipts 2,600.00 TOTAL $41,655.64 PRINCIPAL RECEIPTS 3/15/79 Adjustment to ACCOlUlt Values Per copy of Inventory attached 7/19/78 7/25/78 8/16/78- 9/19/78 8/16/78 8/31/78- 9/19/78 8/31/78- 1/18/79 8/31/78- 1/18/79 8/31/78 8/31/78- 2/8/79 8/31/78- 2/8/79 8/31/78 9/6/78 Clarification of redemption amount for Item No. 21 of Schedule B (Series E Bond) Total Principal Receipts PRINCIPAL DISBURSEMENTS B & B Refrigeration & Appliance - Items ordered prior to death Dr. William P. Ramsey - Expense re removal of cats Register of Wills - Probate of Will and short certificates Cumberland Law Journal - Legal advertising UGI - Final gas bill 117-117 1/2 East Main Street City of rlarrisburg - Water/sewer bills 2024 Derry Street City of Harrisburg - Water/sewer bills 742 South 21st Street Vera Whisler, Tax Collector - Real estate and school tax for 117-117 1/2 East Main Street City of Harrisburg - Real estate taxes for 2024 Derry Street City of Harrisburg - Real estates taxes for 742 South 21st Street Vera Whisler, Tax Collector - Personal tax accrued and due prior to death Harrisburg Glass Inc. - Items ordered prior to death LiB:..R ( ., .Jd t,. 019 -1- $39,058.36 (2. 72) $39,055.64 $ 12.31 30.00 39.00 18.00 112.51 113.77 106.74 237.37 217.31 100.28 9.80 7.25 9/12/78 9/12/78- 12/12/78 9/12/78 9/12/78 9/12/78- 1/18/79 9/18/78 9/18/78 9/18/78 9/26/78 10/3/78 10/3/78 10/12/78 12/12/78 12/12/78 2/8/79 2/8/79 2/27 /79 2/27/79 2/28/79 4/15/79 PP&L - Electric bill 117-117 1/2 East !41in Street 22.92 Riverton Consolidated Water Co. - Final water bill 117 East Main Street 41.67 R. V. Wolfe - Plumbing services rendered prior to death 29.53 Bell of Pa. - Telephone bill 117 East Main Street 7.04 Shiremanstown Borough - Sewer bills 117-117 1/2 East Main Street 207.40 Martin 1. Myers Funeral Horne - Funeral and burial expense 1,076.60 Holy Spirit Hospital Radiology - Expense of last illness 12.00 Quickel-Conner Associates - Expense of last illness 70.00 Pallas Publishing Company - Legal advertising 16.75 Harrisburg Dairies - Final milk bill 12.10 Holy Spirit Hospital - Expense of last illness 147.35 Bricker's Auction House - Expense of public sale of personal property 271.45 USF&G - Insurance premium for 117-117 1/2 East Main Street 53.00 Byerly Insurance Agents - Insurance premium for 742 South 21st Street 41.00 Dauphin County - Real estate tax for 2024 Derry Street 36.14 Dauphin County - Real estate tax for 742 South 21st Street 16.93 Lee Brenneman - Preparation of 1978 lncome tax returns 20.00 Register of Wills - Filing fee for Inventory, Statement of Debts and Deduction 6.00 Register of Wills - Payment of Pennsylvania Transfer Inheritance Tax 1,832.23 Joan E. Arnold - Notary fees 7.00 Reserves: M. Annan Seifert - Executrix COffiffilSSlon 1,952.00 1,952.00 James D. Bogar - Attorney's fees Closing costs 175.00 Federal and state taxes (Anticipated) 750.00 Total Disbursements $ 9,760.45 G'{ , 20 W:l.R J.. t ;,;~ ,j -2- INCCME RECEIPTS Rental receipts for property at 2024 Derry Street, Harrisburg, Pennsylvania, for a period from September 1978 to April 1979 Rental receipts for property at 117 1/2 East Main Street, Shiremanstown, Pennsylvania, for a period from September 1978 to April 1979 $ 920.00 1,000.00 Rental receipts for property at 742 South 21st Street, Harrisburg, Pennsylvania, for a period from September 1978 to April 1979 Total Income Receipts 680.00 $ 2,600.00 INCOME DISBURSEMENTS 3/20/79 Vera Whisler - Real estate taxes for 117-117 1/2 East }~in Street $ 85.10 3/20/79 City of Harrisburg - Real estate taxes for 2024 Derry Street 41. 45 3/20/79 City of Harrisburg - Real estate taxes for 742 South 21st Street 36.60 Total Income Disbursements $ 163.15 ,I -;J . L <:~t~{~~;:_~ ~ Executrix COMMONWEALTH OF PENNSYLVANIA) COUNTY OF CUMBERLAND ) ss. M. Annan Seifert, Executrix of the Estate of DeWitt T. Gable, being duly sworn according to law, deposes and says that the foregoing Account is just and true both as to items of charge and discharge and that the grant of Letters in the first complete advertisement occurred more than six (6) months prior to the filing of the Account. .... .1 , ~/:?/ ky~-~1L:-~~ . M. Annan S~fert Sworn and subscribed to before me .' to I. ~jll'll < ,};\..~, :,-:th1'~<.,. 17""t-- day of May, 1979. : .,;' ,._}._Id p/' /" ", - ~, , t' . :' L:.i L~' t.~ - "',;.~ / '; :::". ~.: C) ~' : Ii'. ~...... , '? c- j '. ,,) (.....) . . ....:--:1 1:: i.,\" ~ .' ,/Notary Public " " P bl' '11/ -,':' nO.,,'" JOAN r .ARNOLD, N,'tary U Ie 1(~"1"'" .\' r 'I d Cr Pa r nnn..'\\' Srii;t; :,~tOV!n/,,,, ;C2\ .an., . ,^" r ,mi..,;nn [,mires Sept. 6. 1982 li3~R {" \. ,,' '1 J .J r .' .: ~' ;j "" -3- ~ "J _ . '. .,- 'II, " '. l.,:, . '-,....',,;,. ....~I"'.~."" . _, "iiTM..;i, I Of REVENuE BUREAU OF COUNTY COLLECTIONS TRANSFEf~ INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "A" REAL PROPERTY Real, property in Pennsylvania, with statement of mortgage encumbrances upon each parcel at death of dece- dent. Property held by the decedent as tenant ,in common with another or other, should be identified os to quantum of interest and the estimated value should be that of the decedent's interest only. (Property held os joint tenants with right of surviorship or tenancy by entireties should be reported on Schedule "E.") The real property located In the Commonwealth of Pennsylvania should be described hy 101 and black number, street and street number, together with a general description of the property, with a reference to the record of the conveyanCtl by whl ch the decedent took title; If a farm Iltate number of a. cres; also statement of mortgage encumbrances upon each parcel at death of de cede"". Taxes, assessments, accrued Interest on mortgoges, etc.,are to be listed on Schedule "F" and must not b. deducted from this schedule. (1) (2) (3\ DEPARTMENT VALUATION CAUTION (Do not writ. In this space) ASSESSED VALUE FOR YEAR OP DECEDENT'S DEA TH ESTIMA TED MARKET VALUE Real Estate 1. Property situate and known as 2024 Derry Street, Harrisburg, Dauphin County, Pennsylvania, being a brick and frame semi-detached dwelling. The property was acquired by decedent June 3, 1953, the deed being recorded in Deed Book H, VolUIT~37 Page 214, in the Dauphin County Recorder of Deeds Office. (Appraisal Attached) $ 2,000.50 $ 6,000.00 2. Property situate and known as 742 South 21st Street, Harrisburg, Dauphin County, Pennsylvania, being a two and one-half story frame dwelling. The property was acquired by decedent June 3, 195~;, the deed being recorded in Deed Book H, VolL@e 37, Page 214, in the Dauphin County Recorder of Deeds Office. (Appraisal Attached) 960.00 2,000.00 3. Property situate and known as 117 and 117 1/2 East Main Street, Shiremanstown, Cumberland County, Pennsylvania, being a two and one-half stOl~ frame dwelling. The property was acquired by decedent June 3, 1953, the deed bellig recorded in Deed Book H, Volume 15, Page 293, in the Cumberland County Recorder of Deeds Office. (Appraisal Attached) 4,570.00 22,500.00 Insert this total opposite "real property", Schedule "A" in the X X X X X .. As Reported" column on the lost page of this return. COMMONWEALTH OF PENNSYLVAIGA Tfu~~SFER INHERITANCE TAX R2SIDENT DECEDENT SCHEDULE "B" PERSONAL PROPERTY INSTRUCTIONS: This Schedule must di!>close all tangible and intangible personal property owned individually by the decedent, at the time of his death. Property owned by the decedent jointly with another or others must he listed under Schedule "E". Intangible personal property, titled in the name of the decedent, but payable at death to another or others, including but not limited to P.O.D. U. S. Savings Bonds and tenta- tive trust accounts, must be listed, despite the fact that they are not of the administered estat&. Tangible personal property should be listed first (e.g. jewelry, wearing apparel, household goods, and furnishings, books, paintings, automobiles, boats, etc.) Intangible personal property, such as bonds, treasury certificates, cash on hand and in bank, stocks" mortgages, notes, together wi th accrued interest or dividends, salaries or wages, insurance pay- able to the estate or fiduciary in said capacity, partnership interests, interest in any undis trlbuted estate of or income from any property held in trust under the will or agreement of another, even though located outside of the State, at t.he time of death, should be listed in this schedule. ';':"cem ! ! ITEM List and describe fUlly UNIT VALUE ESTIMATED MARXEl' VALUE DEPARTME~'T VALUATIO (Do not write ...n this space) No. : I ! I Household goods and furnishings-sale proceeds I I 1968 A~C Rambler Sedan (Appraisal attached) Dauphin Deposit Bank and Trust Company, Harrisburg, Pennsylvania Sewings Passbook Account No. 01-00366, Titled in the name of DeWitt T. Gable. Account Established: October 19, 1976 Principal .AmOWlt: Accrued Interest: I Balance at Date of Death: I I Accrued Interest on Item No.3: I I lHarris Savings Association, Harrisburg, Pennsylvania I Passbook Savings Account No. 05-00-066420, Titled in the name of DeWitt T. Gable. Accoui'1t Established: August 24, 1974 Principal Amount: Accrued Interest: Balance at Date of Death: Accrued Interest on Item No.4: 96.14 ", .... 1,060.55 2. 395.00 3. 95.20 .36 95.56 .58 96.14 4. 756.14 1. 20 757.34 5.13 762.47 762.47 s. First Federal Savings' & Loan Association, Harrisburg, Pennsylvania Olristmas Club Account No. '11-1795, Titled in the name of DeWitt T. Gable. k:count Established: November 10, 1976 Balwlce at Date of Death: 9.00 9.00 6. First Federal Savings & Loan Association, Harrisburg, Pennsylvania Passbook Savings Account No. 23-14, Titled lin the name of DeWitt T. Gable. Account Established: November 19, 1975 I iPrincipal Balance: 'Accrued Interest: Balance at Date of Death: Accrued Interest on Item No.6: 510.80 .81 511.61 3.47 515.08 515.08 7. I Commonwealth National Bank, Harrisburg, I Pennsylvania II Checking Account No. 112-106045-1, Titled ,in the name of DeWitt T. Gable. iAccount Established: January 29, 1971 !Balance at Date of Death: 450.30 i Insert this total opposite "Personal Property", Schedule "B" in X X ~he "As Reported" column on the last page of this return. 450.30 \- ""\ v.".;J., di';ic..;~';; OF PENN SYLVAN XA TRfu~Sf~R INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "B" PERSONAL PROPERTY I NSTRL"CTIONS: This Sched.ule must disclose all tangible and intangible personal property owned individually by the decedent, at the time of his death. Property owned by the decedent Jointly with another or others must be listed under Schedule "E". Intangible personal property, titled in the name of the decedent, but payable at death to another or others, including but not limited to P.O.D. U. S. Savings Bonds and tenta- tive trust accounts, must be listed, despite the fact that they are not of the administered estat#. Tangible personal property should be listed first (e.g. Jewelry, wearing apparel, household goods, and furnishings, books, paintings, automobiles, boats, etc.) Intangible personal property, such as bonds, treasury certificates, cash on hand and in bank, stocks" mortgfJ.ges, notes, together with accrued interest or dividends, salaries or wages, insurance pay- able to the estate or fiduciary in said capacity, partnership interests, interest in any undis tributed estate of or income from any property held in trust under the will or agreement of another, even though located outside of the State, at t.he time of death, should be listed in this schedule. Item No. 8. 9. 10. ....1.. 12. 13. 14. ~5. 16. 17. :J..8. 19. 20. 21. ITEM List and describe fully I UNI. j ES.,...;" VALUE MARKET VALUE I ~""Al\."""~ .u.uA.,O' (Do not write in this space) ~_________ _______n_ Commonwealth National Bank, Harrisburg, Pennsyl va..'1ia Christmas Club Account with Shiremanstown, Cumberland County Branch Balance at Date of Death: 300.00 Carlisle Building and Loan Association, Carlisle, Pennsylvania Savings Account No. 10048, Titled in the name of DeWitt T. Gable. Account Established: May 7, 1975 Principal Balance: Accrued Interest: Balance at Date of Death: Accrued Interest on Item No.9: 643.87 1. 02 644.89 4.47 649.36 649.36 CGH3 Bank, N. A., New Cumberland, Savings Account No. 006-054797-3, the name of DeWitt T. Gable. Principal Balance: Accrued Interest: Balance at Date of Death: Permsylvania Ti t1ed in 26.43 .04 ~ 26.47 26.47 Proceeds from Aetna Life Insurance POlicy No. N-2l3833l 1,000.00 lSO.OO Refund from Colonial Penn Insur~~ce Policy i Medicare Payment 10.00 Proceeds from Banker's Life and Casualty Hospitalization Plan Gulf & Western Industries Inc., common stock, 56 shares 614.91 14.00 784.00 Accrued dividends to date of death on Item No. IS 9.80 ~~llington Fund, common stock, 90.566 shares Pccrued dividends to date of death on Item No. 17 PecWliary bequest received from the Estate of Lawrence P. Foesel 8.80 796.98 9.96 500.00 F~fund of monies advanced to the Estate of l~wrence P. Foesel 46.00 ~~ries E Bond, $50.00, Ll089797671E -1 __'I 47 . 34 Insert thls total opposite "Personal Property", Schedule "B" 1n X X the "As Reported" column on the last page of this return. RESIDENT DECEDEXT SCHEDULE "B" PERSONAL PROPERTY CO~L\rm;'WEA.LTH OF PENNSYLVAN'IA TRA..'iSFER INHERITANCE TAX I:-;STRUCTIONS: This Schedule must disclose all tangible and intangible personal property owned individually by the decedent, at the time of his death. Property owned by the decedent jointly with another or others must be listed under Schedule "E". Intangible personal property, titled in the name of the decedent, but payable at death to another or others, including but not limited to P.O.D. U. S. Savings Bonds and tenta- tive trust accounts, must be listed, despite the fact that they are not of the administered estat~ Tangible personal property should be listed first (e.g. jewelry, wearing apparel, household goods, and furnishings, books, paintings, automobiles, boats, etc.) Intangible personal property, such as bonds, treasury certificates, cash on hand and in bank, stocks, mortgl).ges, notes, together with accrued interest or dividends, salaries or wages, insurance pay- able to the estate or fiduciary in said capacity, partnership interests, interest in any undis tributed estate of or income from any property held in trust under the will or agreement of another, even though located outside of the State, at t.he time of death, should be listed in this schedule. Item I NO. I ITEM List and describe fully UNIT VALLiE ESTIMATED MARKET VALUE DEPARTMENT VALUA.TIO~ (Do not writ.e i,. this space) 27 - . I I Rent from 2024 I Pen..'1sy1 vania - I i .i Derry Street, Harrisburg, Due at date of death 115.00 23. Rent from 742 South 21st Street, Harrisburg, Pennsylvania - we at date of death 85.00 24. Rent from 117 1/2 East Main Street, Shiremanstown, Pennsylvania - Due at date of death 125.00 l Insert this total opposite "Persona.l Property", Schedule "B" 1n t.he "As Reported" colwnn on t.he la.st page of this return. x X