HomeMy WebLinkAbout05-18-79 (2)
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COURT OF COMMON PLEASE OF CUMBERLAND COUNTY,
PENNSYLVANIA ORPHANS. COURT DIVISION
ESTATE OF RICHARD E. BARR, DECEASED
LATE OF BOROUGH OF MECHANICSBURG
FIRST AND FINAL ACCOUNT OF DEBORAH ELAINE BARR AND
THE COMMONWEALTH NATIONAL BANK, CO-EXECUTORS
DATE OF DEATH: June 21, 1978
LETTERS GRANTED: July 13, 1978
COMPLETE ADVERTISEMENT OF GRANT OF LETTERS:
WILL NO: 21-78-373
The Patriot News- 7/25 & 8/1,8/78
The Cumberland Law Journal-
7/28 & 8/4,11/78
ACCOUNT STATED TO: April 27, 1979
SUMMARY & INDEX
Principal
Receipts
Net Gain/Loss on Conversions
Adjusted Balance
Less Disbursements
Balance before Distributions
Distributions to Beneficiaries
Investments
Capital Changes
Principal Balance Remaining
Pages
$ 61.852.29
922.56
60,929.73
15,013.41
45,916.32
554.00
$ 45,362.32
Income
Receipts
Less Disbursements
Balance Before Distribution
Distribution to Beneficiaries
Income Balance Remaining
Combined Balance Remaining
$
411. 01
318.24
$ 92.77
$ 45,455.09
1I8[R 9~1 fA:j[ -/48
~
COMPOSITION OF NET BALANCES
Principal
Real Estate, 306 E. Coover Street
Mechanicsburg
Cash and amount temporarily invested
in Commonwealth National Bank
Common Fund A-2
Total Principal
Income
Cash and amount temporarily invested
in Commonwealth National Bank, Common
Fund A-2 $
Total Income
Total Combined Principal and Income
1I8lR
q '} f' 'r -,'..i9
v \J 111)1... -:5
2
Market
Value
$ 42,000.00
3,362.32
$ 45,362.32
92.77
92.77
$ 45,455.09
. .
Account
Value
$ 42,000.00
3,362.32
$ 42,362.32
$
92.77
92.77
$ 45,455.09
PRINCIPAL RECEIPTS
Per copy of Inventory Attached
$ 60,917.83
Adjustment to Inventory
7/28/78 Automobile
Inventoried at
Revaluation
$ 3,600.00
3,525.00
$ (75.00)
$ 1,104.63
2,102.19
$ 997.56
7/31/78 Amway Products
Inventoried at
Revaluation
Subsequent Receipts
12/13/78 Refund on overpayment of charge
account with Exxon Company $ 3.37
1/3/79 Interest due 8/31/71 on Amway Corp Bond .60
2/8/79 Refund 1977 Privilege Tax from West
Shore Tax Bureau 7.93
Total Principal Receipts $ 61,852.29
PRINCIPAL CONVERSIONS INTO CASH
Gain
Loss
9/12/78 31 Units Commonwealth National
Bank, Common Fund A-2
Account Value $ 31.00
Proceeds 31.00
9/21/78 Automobile
Proceeds
Account Value
$ 3,600.00
3,525.00
75.00
9/21/78 Amway Products
Account Value
Proceeds
$
102. 14
102. 14
9/25/78 13 Units, Commonwealth National
Bank, Common Fund A-2
Account Value $ 13.00
Proceeds 13.00
3
USER 93 f/\,;[ 'ljO
Principal Conversions continued
9/29/78 1000 Units Commonwealth National
Bank Common Fund A-2
Account Vlue $ 1,000.00
Proceeds 1,000.00
10/30/78 1325 Units, Commonwealth National
Bank Common Fund A-2
Account Value $ 1,325.00
Proceeds 1,325.00
10/31/78 Amway Products
Account Value $ 200.00
Proceeds 200.00
10/31/78 Amway Products
Account Value $ 100.75
Proceeds 100.75
11/30/78 $1,410 Amway Corp, 6% Series
of 1971, due 8/31/78
Account Value $ 1,410.00
Proceeds 1,410.00
12/15/78 $232.63 Amway Corp., 6% Series
at 1974, due 8/31/81
Account Value $ 197.74
Proceeds 197.74
12/15/78 $200 Amway Corp., 6% Series
of 1974, due 8/31/80
Account Value $ 180.00
Proceeds 180.00
2/7/79
400 Units Commonwealth National
Bank Common Fund A-2
Account Value $ 400.00
Proceeds 400.00
1/18/79 Amway Products
Account Value
Proceeds
$ 1,610.66
613.10
12/15/78 $580 Amway Corp., 6% Series
of 1972, due 8/31/79
Account Value $ 551.00
Proceeds 551.00
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Principal Conversions continued
2/12/79
100 Units Commonwealth
Bank Common Fund A-2
Account Value
Proceeds
National
$ 100. 00
100.00
2/13/79
150 Units Commonwealth
Bank Common Fund A-2
Account Value
Proceeds
National
$ 150. 00
150.00
3/9/79
8865 Units Commonwealth
Bank Common Fund A-2
Account Value
Proceeds
National
$ 8,865.00
8,865.00
3/22/79 2 Units Commonwealth National
Bank Common Fund A-2
Account Value $ 2.00
Proceeds 2.00
4/23/79 50 Units Commonwealth National
Bank Common Fund A-2
Account Value $ 50.00
Proceeds 50.00
Total $
Net Loss Transferred to Summary Page
$
75.00
922.56
997.56
$
997.56
$
997.56
PRINCIPAL DISBURSEMENTS
7/17 /78 Register of Wills, Cumberland County, probate
cost and five short certivicates $ 40.00
7/19/78 Cumberland Law Journal, legal advertising 18.00
7/31/78 Commonwealth National Bank, outstanding
check, Account #1421321165 33.04
7/31/78 Commonwealth National Bank, outstanding
check, Account #1621323714 194.25
8/7/78 Deborah Barr, reimbursement for new locks
on real estate. 38.18
8/11 /78 Andrew L. Ebert, Jr., debt owed by decedent 210.00
5
li3i:R 9~l fMG[ ., ~2
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Principal Disbursement continued
8/11/78 Commonwealth National Bank, outstanding loan
8/11/78 The Patriot News, legal advertising
8/11/78 P. P. & L, electric service to 7/27
8/11/78 UGI Corp., gas service to 8/22/78
8/15/78 Cocklin Funeral Home, funeral expenses
8/17/78 Greenawalt & Co., balance due on preparation
of tax returns
8/17/78 Edmond F. Shedlosy , dental services
rendered decedent
8/17/78 Ray W. Anderson, 1978 School Real Estate Taxes
8/17/78 Ray W. Anderson, 1978 Real Estate Taxes
8/17/78 FHN Associates Inc. medical services rendered
decedent
8/17/78 Commonwealth National Bank, balance due on
Master Charge account
8/17/78 Gulf Oil Corporation, balance due on account
8/17/78 Montgomery Ward, balance due on account
8/17/78 Sears & Roebuck, balance due on account
8/17/78 Exxon Co., balance due on account
8/17/78 Mechanicsburg Borough, sewer and refuse to 6/30/78
8/29/78 M. C. Walker Realty, appraisal of real estate
9/4/78 Bell of Pennsylvania, final telephone bill
9/19/78 UGI, gas service to 8/22/78
9/21/78 Harry M. Wimer, appraisal of personal property
9/21/78 Mechanicsburg Water Supply Co., water service
to 8/7/78
113LR
CYl i",T '1':'~3.
V't 'thJL '"
6
$ 1 ,021. 70
47.25
42.30
41.41
1,156.80
125.00
15.00
285.15
120.78
95.00
140.91
41.78
24.78
188.92
132.18
15.40
75.00
56.37
13.18
30.00
19.27
"
Principal Distributions continued
8/29/78 Register of Wills, Pennsylvania Inheritance
Tax
10/02/78 City Publishing Co., Harrisburg Cross
Reference Directory
10/16/78 Mechanicsburg Borough, sewer and refuse to
9/30/78
10/16/78 P. P. & L., electric service to 9/27/78
10/16/78 UGI, gas service to 10/20/78
11/09/78 Byerly Insurance Agents & Brokers, Inc.,
coverage on dwelling 11/01/78 to 11/01/79
11/06/78 Geraldine E. Beil, loan claimed against estate
12/20/78 P. P. & L., electric service to 11/28/78
12/20/78 Mechanicsburg Water Co., water service to 11/6/78
2/8/79 Register of Wills Cumberland County, balance of
Pennsylvania Inheritance Tax due
2/8/79 Register of Wills Cumberland County, cost of
filing statement debts & deductions, RCC & inventory
3/1/79 Register of Wills Cumberland County, filing fee for
inventory
4/13/79 West Short Tax Bureau, 1978 Wage Tax
4/23/79 Register of Wills, Cumberland County, one
short certificate
Reserves:
Commonwealth National Bank
Executor1s fee
James D. Bogar, Esq. Attorney's Fee
Closing Cost
Total Principal Disbursements
1I3i:R 93 fi\0[ ~,54
7
$ 2,565.00
50.24
14.00
35.94
44.00
94.00
1,325.00
27.28
19.27
354.29
9.00
2.00
10.74
1. 00
3,045.00
3,045.00
150.00
$ 15,013.41
PRINCIPAL INVESTMENT
12/19/78 1649 Units Commonwealth National
Common Fund A-2 $ 1,649.00
12/21/78 200 Units Commonwealth National Bank
Common Fund A-2 200.00
1/4179 1135 Units Commonwealth National Bank
Common Fund A-2 1 , 135. 00
3/9/79 9673 Units Commonwealth National Bank
Common Fund A-2 9,673.00
PRINCIPAL DISTRIBUTION
11/07/78 Deborah E. Barr, household goods $ 554.00
Total Principal Distributions $ 554.00
INCOME RECEIPTS
First Federal Savings & Loan Savings Account
8/25/78 Interest $ .28 $ .28
Amway Corp, 6% Series of 1971,
due 8/31/78
10/16/78 Interest $ 84.60
Less: Accrued interest to 6/21/78 68.38 16.22
per inventory
Amway Corp. , 6% series of 1974,
due 8/3/81
10/16/78 Interest $ 13.96
Less: Accrued interest to 6/21/78 11.23 2.68
per inventory
Amway Corp. , 6% Series of 1972,
due 8/31/79
10/16/78 Interest $ 34.80
Less: Accrued interest to 6/21178 28.13 6.67
per inventory
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.,
Income Receipts continued
Amway Corp., 6% series of 1973
due 8/31/80
10/16/78 Interest
Less: Accrued interest to 6/21/78
per inventory
$
12.00
9.70
2.30
Commonwealth National Bank Common Fund A-2
9/12/78 Earnings $ .13 $
9/25/78 Earnings . 10
10/30/78 Earnings 18.43
12/6/78 Earnings 138.10
12/21/78 Earnings 5.89
2/7/79 Earnings 6.26
2/12/79 Earnings 1. 66
2/12/79 Earnings 2.43
3/9/79 Earnings 209.33
4/23/79 Earnings .53 328.86
Total Income Receipts $ 411.01
INCOME DISBURSEMENTS
12/05/78 David Carr, liability insurance premium
$
27.34
52.97
2/8/79
2/8/79
3/9/79
3/9/79
3/9/79
4/6/79
UGI Corp., gas service to 2/20/78
Mechanicsburg Borough, sewer and refuse
14.00
P. P. & L., electric service to 1/26/79
24.25
Mechanicsburg Water Co., water service to 2/7/79
19.27
UGI Corp., gas service to 1/25/79
68.40
91.46
Raymond W. Anderson, 1979 Real Estate Tax
Reserve:
Commonwealth National Bank, executor's
commission on income collected
20.55
Total Income Disbursements
$
318.24
liBi:R 9:1 fi\;j[ ./56
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COMMONWEALTH NATIONAL BANK
BY:~~~
~~~ C2;t:J~
And:
Co-Executors of the Will of
Richard E. Barr, Deceased
1I8lR 9;3 f~0[ .'57
10
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COMMONWEALTH OF PENNSYLVANIA )
COUNTY OF CUMBERLAND
I, Lois B. Copeland, Trust Officer, of The Commonwealth
National Bank, accountant in the foregoing Account, being duly sworn
according to law, depose and say that the above Account is just and
true, both as to items of charge and discharge, and that the grant of
letters and the first complete advertisement thereof occurred more than
four months prior to the filing of the Account.
THE COMMONWEALTH NATIONAL BANK
By
~~~~
Trus t OfTi cer
Sworn to and subscribed before me
thi s / It; <.fA- day of
A.D. 1979
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ic
JOAN E. ARNOLD, Notary Public
Shiren:anstown, CU:lberland Co., Pa.
My Commission Expires Sept. 6, 1982
lI3t:R 9.1 fi1G[ "58
'.
COMMONWEALTH OF PENNSYLVANIA )
COUNTY OF CUMBERLAND
I, Deborah Elaine Barr, Co-Executor, accountant in the fore-
going Account, being duly sworn according to law, depose and say that
the above Account is just and true, both as to items of charge and
discharge, and that the grant of letters and the first complete adver-
tisement thereof occurred more than four months prior to the filing of
the Account.
THE COMMONWEALTH NATIONAL BANK
By
A!J~/iA 6! 6n/v'V
Co-Executor
Sworn to and subscribed before me
this /fR W- day of ~
A.D. 1979
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JOAN E. ARNOLD, Notary Public
Shirerrar.stown, CU1berland Co" Pa.
My Commission Expires Sept. 6, 1982
liBt:R 9a f/\~[ .'59
Inventory of the reo I ond personoi estate of
\
RICHARD E. BARR
~.
Real Estate
1. Property situate and known as
306 East Coover Street, Mechanicsburg
Cumberland County, Pennsylvania
being a one story brick dwelling
Recorded on Deed Book N, Volumn
19, Page 443; appraised at
Total Realty
Tangible Personal Property
2. Household goods - appraised at
3. Automobile 1976 Buick LaSabre, sold at
4. Amway Products, sold at
Intangible Personal Property
5. $232.63 Amway Corp. 6% Series
of 1974 due 8/31/81
6. Interest accrued on item 5 to 6/21/78
7. $200 Amway Corp 6% Series 1973
due 8/31/80
8. Interest accrued on item 7 to 6/21/78
9. $500 Amway Corp. 6% Series of
1972, due 8/31/79
10. Interest accrued on item 9 to 6/21/78
11. $80 Amway Corp. 6% Series of
1972, due 8/31/79
12~ Interest accrued on item 11 to 6/21/78
13. $1,000 Amway' Corp. 6% Series of
1971, due 8/31/78
14. Interest accrueq on item 13 to 6/21/78
15. $10 Amway Corp. 6% Series of
1971, due 8/31/78
16. Interest accrued on item 15 to 6/21/78
17. $400 Amway Corp. 6% Series of
1971, due 8/31/78.
18. Interest accrued on item 17 to 6/21/78
19. Savings Account No. 2-3462 from
First Federal Savings & Loan Association
20, Interest accrued on item 19 to 6/21/78
21. Checking AccouQt.No. 142-132116-5
with The Commonwealth National Bank
22. Checking Account No. 162-132371-4 with
The Commonwealth National Bank
-.....,.,..,....
de~e.ased.
$ 42,000 00
$ 42,000 00
$1
554100
3,600100
1,104'63
197 74
11 28
180100
9 70
475,100
24 25
76 00
3 88
1,000 00
48 50
10 00
48
400 00
19 40
32 17
81
264 22
1,479 39
~
" '. . .
",
23. Death Benefits from National
Home Life Assurance Co. $ 5,029.84
24. Refund from Nationwide Insurance - Net
balance of insurance proceeds after payoff
Commonwealth National Bank Loan
No. 16-07-26903-0 4,063.69
25. Debts due the decedents for
selling Amways Products 231. 25
26. Refund from Byerly Insurance
Agents & Brokers Inc. 27.00
27. Refund of premium from Blue Cross 66.70
28, Refund cable service from West
Shore TV 7.90
Total Personalty $ 18,917.83
Total $ 60.917.83
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