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HomeMy WebLinkAbout95-0562C~0~1~ COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 1995-00562 ESTATE OF ANTHONY J. ICIREN, DECEASED LATE OF HAMPDEN TOWNSHIP FIRST AND FINAL ACCOUNT AND PROPOSED DISTRIBUTIONS OF BARBARA JEAN MAGILL, E%ECUTRI% Date of Death: Date of Executor's Appointment: Dates of Advertisement of Letters: Accounting Stated for the Period: July 11, 1995 July 28, 1995 September 25; October 2, 9, 1995 October 6, 13,•20, 1995 July 11, 1995 to April 30, 1996 Purpose of Account: Barbara Jean Magill, Executrix ~ ~ ~c~ -,,~ offers this account to acquaint interested parties with t~fe ~^` ~' '' transactions that have occurred during this administratio~i. .~. It is important that the account be carefully examined. 'Request~~ for additional information or questions or objections can'be _ discussed with: ~~ '. ~J ~f R ~ t~ H. Joseph Hepford, Esquire ~'' ~° ~,~ Attorney Identification No. 07193 HEPFORD, SWARTZ & MORGAN P.O. Box 889 Harrisburg, PA 17108-0889 717/234-4121 GROSS ESTATE $ 103,480.71 (Principal Receipts + Income Receipts) __________ SUMMARY OF .ACCOUNT Estate of Anthony J. Kiren, Deceased For Period of 07/11/95 through 04/30/96 PRINCIPAL Receipts: Per Inventory Filed This Account Net Gain (or Loss) on Sales or Other Disposition Less Disbursements: Debts of Decedent Funeral Expenses Administration Expenses Federal and State Taxes Fees and Commissions Family Exemption Balance before Distributions Distributions to Beneficiaries Principal Balance on Hand INCOME Receipts: This Account Net Gain (or Loss) on Sales or Other Disposition Less Disbursements Balance Before Distribution Distributions to Beneficiaries Income Balance on Hand COMBINED BALANCE ON HAND Page 0.00 1-2 102,921.26 3 0.00 102,921.26 4 1,617.79 4 6,843.43 5-8 6,579.34 8 12,451.69 8 4,500.00 0.00 31,922.25 70,929.01 0.00 9 70,929.01 10 559.45 0.00 559.45 0.00 559.45 0.00 559.45 71,488.46 SCHEDULE A RECEIPTS OF PRINCIPAL CASH: Mellon Bank, Checking account 2,052.18 #112-115-6812; Opened 3/2/84 Mellon Bank, Statement Savings 17,875.52 Account #00355-000680; Opened 2/9/95 from Passbook Savings Account #00150-209091 Pennsylvania State Employees 2,901.80 Credit Union, Saving Account #0174200564; Opened 7/14/70 Pennsylvania State Employees 184.29 Credit Union, Money Handler Account #0174200564; Opened 7/14/70 Pennsylvania State Employees 2.84 Credit Union, Accrued interest on Saving Account #0174200564 Fiduciary Acquisition Value Pennsylvania State Employees 0.11 Credit Union, Accrued interest on Money Handler Account #0174200564 Refund from Sammons Cable 9.02 Company Refund 7.50 -------------- 23,033.26 - 1 - MISC. PERSONAL PROPERTY: ----------------------- 1978 Ford LTD (sold at 25.00 auction) 1974 Ford Torino (junked, 0.00 could not be sold at auction) Household furnishings, 5,633.00 Miscellaneous, sold at public auction Clothing donated to Salvation 200.00 Army Moped (sold at auction) 30.00 -------------- 5,888.00 REALTY: Real estate situate at 5124 74,000.00 Erb's Bridge Road, Hampden Township, Mechanicsburg, Cumberland County, Pennsylvania (Offered at public auction, but sold later to a bidder from the auction for a higher price) -------------- 74,000.00 TOTAL RECEIPTS OF PRINCIPAL ............... 102,921.26 - 2 - SCHEDULE B GAINS AND LOSSES ON SALES OR OTHER DISPOSITIONS - PRINCIPAL Gain Loss 10/10/95 Household furnishings, Proceeds from sale Net Proceeds 5,633.00 Fid. Acq. Value 5,633.00 11/20/95 Proceeds from sale of real estate situate at 5124 Erb's Bridge Road, Mechanicsburg Net Proceeds 73,753.92 Fid. Acq. Value 73,753.92 TOTAL GAINS AND LOSSES/PRINCIPAL 0.00 NET GAIN ........................ 0.00 0.00 0.00 0.00 -------------- 0.00 -------------- -------------- - 3 - SCHEDULE C DISBURSEMENTS OF PRINCIPAL SCHEDULE C-1 DEBTS OF DECEDENT ----------------- 07/18/95 Mellon Bank, Checks in transit 306.73 08/13/95 Telephone, Bell Atlantic-PA 10.77 bill 08/13/95 PAWL, water bill 9.63 08/14/95 Penn Power & Light, electric 47.23 bill 09/03/95 Neurology Center, P.C. bill 100.00 09/03/95 1995 property taxes 778.76 10/17/95 West Shore Emergency Medical 364.67 Services bill TOTAL DEBTS OF DECEDENT ........................ 1,617.79 SCHEDULE C-2 FUNERAL EXPENSES ---------------- 08/15/95 Weidman Funeral Home 6,413.28 09/03/95 Funeral Luncheon 280.15 11/21/95 VA marker on grave headstone 75.00 02/22/96 VA Marker for grave (final payment) 75.00 TOTAL FUNERAL EXPENSES ......................... 6,843.43 - 4 - SCHEDULE C-3 ADMINISTRATION EXPENSES ----------------------- 07/31/95 Photocopies 6.00 07/31/95 Postage 0.64 07/31/95 Travel expense to probate Will 12.00 08/31/95 Photocopies 0.15 08/31/95 Register of Wills, Probate fee 106.00 09/03/95 PAWL water bill 8.35 09/16/95 Wal-Mart bill for paint to fix 64.76 up home for sale 09/16/95 Telephone, Bell Atlantic - PA 10.38 bill 09/16/95 Penn Power & Light, electric 20.78 bill 09/17/95 Ollie's Bargain Outlet, carpet 164.81 for home to fix up for sale 09/17/95 Wal-Mart bill for spackling to 24.23 repair walls at home 09/17/95 Lowes - new doors for kitchen 138.84 to fix up for sale 09/17/95 Wal-Mart, paint brushes to 23.31 house repair 09/18/95 J. Pilsitz, painter to paint 450.00 house to fix up for sale 09/19/95 Wal-Mart, curtain rods for 22.57 ' house - 5 - 09/21/95 Cumberland County Law Journal, 40.00 estate notice 09/26/95 K. Kleaner, cleaners for house 574.00 to fix up for sale 09/27/95 Carpet installation fee 100.00 09/30/95 Photocopies 9.00 09/30/95 Postage 7.96 10/07/95 Auctioneer's commission, on sale 2,364.61 of personal property, plus advertising expenses and labor expenses at day of sale 10/11/95 Telephone, Bell Atlantic - PA 16.10 bill 10/11/95 PAWC, water bill 13.34 10/16/95 The Sentinel, estate notice 72.20 10/17/95 Penn Power & Light, Electric 17.53 bill 10/17/95 Hampden Township, sewer bill 98.00 10/31/95 Photocopies 1.50 10/31/95 facsimile 6.50 10/31/95 LEXIS charges 284.80 10/31/95 Postage 1.60 11/08/95 PAWL water bill 9.93 11/10/95 Telephone, Bell Atlantic phone 13.33 bill 11/12/95 Penn Power & Light, electric 18.10 ' bill 11/12/95 PAWL water bill 10.08 - 6 - 11/20/95 Auctioneer's commission on 1,280.00 negotiating private sale of real estate after auction 11/20/95 Pro-rated water bill due at 13.26 settlement of real estate 11/20/95 Notary fee due at settlement 6.00 of real estate 11/20/95 Cornerstone Land Transfer 35.00 disbursement fee due at settlement of real estate 11/20/95 Tax certification due at 2.00 settlement of real estate 11/30/95 Photocopies 3.75 11/30/95 facsimile 6.50 11/30/95 Telephone 0.96 11/30/95 Penn Power & Light, final 9.49 electric bill 11/30/95 Postage 0.96 12/02/95 Pennsylvania Water Company 9.01 bill 12/08/95 Register of Wills, Filing fee 31.00 for inheritance tax return and inventory 12/20/95 Register of Wills, Additional 155.00 probate fee 12/29/95 Photocopies 15.45 12/29/95 Postage 4.56 02/02/96 Final Pennsylvania-American 26.13 ' Water Company bill 02/06/96 American Water Company, final 26.13 bill - 7 - 02/29/96 Photocopies 2.10 02/29/96 Postage 0.64 04/30/96 Reserve for additional 100.00 administration expenses 04/30/96 Filing fee for Accounting 140.00 -------------- TOTAL ADMINISTRATION EXPENSES .................. 6,579.34 SCHEDULE C-4 FEDERAL AND STATE TAXES ----------------------- 11/14/95 PA Inheritance Tax 10,000.00 11/20/95 Transfer tax due at settlement 740.00 of real estate 12/11/95 Balance of PA Inheritance Tax 1,711.69 -------------- TOTAL FEDERAL AND STATE TAXE5 .................. 12,451.69 SCHEDULE C-5 FEES AND COMMISSIONS -------------------- 12/11/95 Partial payment of Executrix 2,500.00 commission to Barbara Jean Magill 12/11/95 Hepford, Swartz & Morgan, 2,000.00 Partial payment on attorneys fees -------------- TOTAL FEES AND COMMISSIONS ..................... 4,500.00 -------------- ' TOTAL DISBURSEMENTS OF PRINCIPAL.......... 31,992.25 -------------- -------------- g _ PRINCIPAL BALANCE ON HAND Current Value Fiduciary Acquisition # units or as noted Value Mellon Bank 71,488.46 71,488.46 ------------- ------------- 71,488.46 71,4$8.46 _ g _ SCHEDULE G RECEIPTS OF INCOME SCHEDULE G-2 INTEREST Mellon Bank 12/12/95 2.72 03/29/96 6.55 -------------- 9.27 TOTAL INTEREST INCOME .......................... 9.27 SCHEDULE G-3 OTHER INCOME REAL ESTATE SETTLEMENT ---------------------- 11/20/95 Reimbursement of township tax 21.35 11/20/95 Reimbursement of school tax 484.17 11/20/95 Reimbursement of sewer bill 44.66 -------------- 550.18 TOTAL OTHER INCOME .......................... 550.18 TOTAL RECEIPTS OF INCOME ................. 559.45 -------------- -------------- - 10 - PROPOSED DISTRIBUTIONS TO BENEFICIARIES # Units 0.00 David B. Hendrickson, Parent and Natural Guardian of Pamela Hendrickson ------------------ ' Specific Bequest Lea Lawson, Parent and Natural Guardian of Tammy Lin Steltzer ------------------ Specific Bequest Current Value Fiduciary Acquisition or as noted Value 1,000.00 ------------- ------------- 0.00 1,000.00 George Steltzer, Parent and Natural Guardian of George Steltzer III ------------------ Moped (sold at auction); Cash distributed to George Steltzer, III Specific Bequest Lea W. Lawson 1978 Ford LTD (sold at auction); Cash distributed to Lea Lawson 30.00 1,000.00 ------ ------------- 0.00 1,030.00 25.00 ------------- - 0.00 David B. Hendrickson, Parent and Natural Guardian of Amber May Hendrickson --------------------- Specific Bequest 25.00 1,000.00 1,000.00 1,000.00 0.00 1,000.00 - 11 - Barbara Jean Magill Balance of Executrix commission 2,620.00 Distribution (1/3 of 1/4 of 3,223.06 residue) Distribution of Mellon Bank, 2,052.18 Checking Account Distribution of Mellon Bank, 17,875.52 Statement Savings Account Distribution of PSECU accounts 3,089.04 0.00 28,859.80 Catherine Waltz --------------- Distribution (1/4 of residue) 9,669.18 ------------- ------------- 0.00 9,669.18 Heather Reeder -------------- Distribution (1/2 of 1/4 of 4,834.59 residue) ------------- ------------- 0.00 4,834.59 Kenneth Reeder -------------- Distribution (1/2 of 1/4 of 4,834.59 residue) 0.00 4,834.59 Mary Jane Mabius ---------------- Distribution (1/3 of 1/4 of residue) Frank Michael Kiren III Distribution (1/3 of 1/4 of residue) 3,223.06 ------------- ------------- 0.00 3,223.06 3,223.06 ------------- ------------- 0.00 3,223.06 - 12 - Aneta L. Pennington ------------------- Distribution {1/4 of 1/4 of residue) Betty Jean Lesniak ------------------ Distribution (1/4 of 1/4 of residue) Robert H. Hawthorne ------------------- Distribution (1/4 of 1/4 of residue) Rosalie E. Gebhardt ------------------- Distribution (1/4 of 1/4 of residue) Hepford, Swartz & Morgan ------------------------ Balance of attorneys fees 2,417.30 ------------- ------------- 0.00 2,417.30 2,417.30 ------------- ------------- 0.00 2,417.30 2,417.29 ------------- ------------- 0.00 2,417.29 2,417.29 ------------- ------------- 0.00 2,417.29 3,120.00 ------- ------------- 0.00 3,120.00 0.00 71,488.46 - 13 - AFFIDAVIT Barbara Sean Magill, Executrix under the Last Will and Testament of ANTHONY J. KIREN, deceased, hereby declares under oath that she has fully and faithfully discharged the duties of her office; that the foregoing Account is true and correct and fully discloses all significant transactions occurring during the accounting period; that all known claims against the estate have been paid in full; that, to her knowledge, there are no claims now outstanding against the Estate; that all taxes presently due from the estate have been paid; and that more than four months have elapsed since the first complete advertisement of the granting of letters in this estate. Subscribed and sworn to by Barbara Jean Magill, Executrix Sr before me this ~ day day of ~~~ 1996. (, ~. ; Notary Public ~ ~ ~ Notarial Seal ~~ ' , ' ; Stephanie L Gaffey, Notary Publlo hin County Dau ' ' ' ' p Harrisburg, sion Expires Sept. 26,1998 i a ,? s My Comm ! ' Perx~syl~aA~danon of (Votaries Member ~~ ' , 1 ~ ,~ , ,~ - 14 - PROOF OF PUBLICATION State of Pennsylvania, County of Cumberland. ss: Marian M. Welsh of THE SENTINEL, of the County and Stale aforesaid, being duty sworn, deposes and says that THE SENTINEL, a newspaper of genera( circutat[on to the Borough of Carlisle, County and State aforesaid, was established December '13th, 7881, since which date THE SENTINEL has been regularly issued in said County, and that the printed notice or publication attached hereto is exactly the same as was printed and published in the reular editions and issues of THE SENTINEL on the following dates, viz ' Copy of Notice of Publication September 25; October 2, 9, 1995 i~~;~k:~~ ~,~•~~ Affiant further deposes that he is not Interested in ~etterBtestame"~r'1~"~'~t a~ the subject matter of the aforesaid notice or ANTHONY. J. K1RE late of the Hampden, Cumbertand'Cpu t hip ~~~- oeased~havebeeingr~ntedlolheut~e~Aigr~~ ~ advertisement, and that aI( allegations in the A4 persons hawing tt(et~Selves~o :.. hidept; ed to said Estate w~l make~payme,i,,,medt-' i ~ foregoing statement as to time, place and character atety, and those having'c'taims~inttF~ire en`N i "'~'"~"°`nttohT°'~`~-~N~~ ~~ ~r~ of publication are true. t, ~~ <~~~~` Yap r, H JOSEPH HEPE(~ Mpg -tr/ GCS ~ C~~'~~'t./'h HEP,FGlRD; SWARTZ titb , ,~~ f ' .Alto % *F~ 10/11/95 Sworn to and subscribed before me this 12th day of October , 79 95 o y Public My commission expires: Ct~I sorb ~ _. MYCorrnn~l~s.hule2,t~ • ti~^~ ,~>>,, ,, , 1 ~ ,i~ ~~, ,, `,, ~, ~'~ ,~ „~ 11.',, j~,~ PROOF OF PUBLICATION OF NOTICE IN CUMBERLAND LAW JOURNAL (Under Act No. 587, approved May 16, 1929), P. L.1784 STATE OF PENNSYLVANIA COUNTY OF CUMBERLAND ss. Roger M. Morgenthal, Esquire, Editor of the Cumberland Law Journal, of the County and State aforesaid, being duly sworn, according to law, deposes and says that the Cumberland Law Journal, a legal periodical published in the Borough of Carlisle in the County and State aforesaid, was established January 2, 1952, and designated by the local courts as the official legal periodical for the publication of all legal notices, and has, since January 2, 1952, been regularly issued weekly in the said County, and that the printed notice or publication attached hereto is exactly the same as was printed in the regular editions and issues of the said Cumberland Law Journal on the following dates, OCTOBER 6. 13.20. 1995 Affiant further deposes that he is authorized to verify this statement by the Cumberland Law Journal, a legal periodical of general circulation, and that he is not interested in the subject matter of the aforesaid notice or advertisement, and that all allegations in the foregoing statements as to time, place and chazacter of publication are true. Roger M. Morgenthal, Editor Siren, Anthony J., decd. Late of Hampden Township. Executrix: Barbara Jean Magill, SWORN TO AND SUBSCRIBED before me this 2440 S. 4th Street,. Steelton, PA Z~day of OCTOBER , 1995 17113. Attorneys: H. Joseph Hepford, Es- quire, Hepford, Swartz & Morgan. P.O. Box 889, Harrisburg, PA ~, \ i 1 ~ ` '~ : ; 17108. ~j~ ; ,~ \ . Notary ~,.~ ';. NOTARIAL SEAL ~ , ~~ ~'~ ~~ l ~ , SUSAN M. RAMSEY, Ndary Public . , CarAsb, (~xr~beder~d Caittry, Pa. My Corrwnission Expires September 6,1999 Q D ~ ~~ ~~~~~ ~ 1 ~ ~3 1 ~~ ~~~ ~ ~~~~~ ~ ~~° ~~ ~. ~ ~~~ ~~ ~~~ T,~ ~~~,~ ~ ~~R~ -__ ~~ ~i~ ~ ~ ~i ~~ ~" Z~z n~ ~- _ ,jlt- 3~ ~ 'Qa- ~__ _. ~ ~ - -- ~. [fi.~~ ~- __. _ /(~~ poa 1. / .__ _. _. ___... ~~ ~~yo~ ~o,~~-- g-~ -,~" G~ ~,~~ T~~~~~ /i°~ o~ ~~ ~y~, ~~ ~~ ~~~~~~ .~ ~~ ~u~Q~ ~ ~. ~- r z t t~ ~ i < + ! '~ ~ y ~ ~ ~~ ~~ ~_ r~_ ~: COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND ~ SS JUNE 18 19~ I, Mary C. Lewis, Register for Probate of Wills and granting Letters of Administration for the County of Cumberland, in the Commonwealth of Pennsylvania, do hereby certify the foregoing to be true and accurate copies of the FIRST AND FINAL ACCOUNT OF BARBARA JEAN MAGILL, EXEC'[ITRTX C)F TuF ESTATE OF ANTHONY J.K IREN, LATE OF, HAMPDEN TOWNSHIP, r[tMRFRr,ANn COUNTY, PENNSYLVANIA, DECEASED. as the same were passed and advertised and remain on file and of record in this office. IN TESTIMONY WHEREOF, I have hereunto set my hand and official seal the date above. ,~ ~ ~ ~, ~ Mary C. Lewis; Register of Wills NOW TO WIT, JUNE 181996 ,came into Court BARBARA JEAN MAGTT.T,, EXECUTRIX and presented an account and statement of proposed distrubution, which were examined, passed, approved, and confirmed with a balance in his hands of $ 71 , 4 8 8 . 4 6 _ and the accountant was directed to distribute said balance in accordance with the statement of distribution filed. '~~. ~, 'r •I ~ ~~ '/ ry C. wis, Clerk of the Orphans Court COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND ss I, Mary C. Lewis, Clerk of the Orphans' Court, in and for said County, do hereby certify the foregoing to be a true copy of the account and statement of proposed distribution of BARBARA JEAN MAGILL, EXECUTRIX as full and entire as the same remain on file and record in this office. IN TESTIMONY WHEREOF, I have hereunto set my hand and official seal at Carlisle, this 18th day of JUNE 19~ 6 / ~ :. /. ~~ G' ~. ..~ Mary ewis, Clerk o the Orphans Court COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 1995-00562 ESTATE OF ANTHONY J. KIREN, DECEASED LATE OF HAMPDEN TOWNSHIP AMENDED FIRST AND FINAL ACCOUNT AND PROPOSED DISTRIBUTION OF BARBARA JEAN MAGILL, EXECUTRIX Date of Death: Date of Executor's Appointment: Date of First Advertisement of Letters: Accounting Stated for the Period: July 11, 1995 July 28, 1995 September 25; October 2, 9, 1995 October 6, 13, 20, 1995 July 11, 1995 to September 30, 1996 Purpose of Account: Barbara Jean Magill, Executrix offers this account to acquaint interested parties with the transactions that have occurred during this administration. It is important that the account be carefully examined. Requests for additional information or questions or objections can be discussed with: H. Joseph Hepford, Esquire Attorney Identification No, 07193 HEPFORD, SWARTZ & MORGAN P.O. Box 889 Harrisburg, PA 17108-0889 717/234-4121 GROSS ESTATE $ 104,036.41 (Principal Receipts + Income Receipts) __________ SUMMARY OF ACCOUNT Estate of Anthony J. Kiren, Deceased For Period of 07/11/95 through 09/30/96 PRINCIPAL Receipts: Per Inventory Filed 102,921.25 This Account 1-3 509.21 Net Gain (or Loss) on Sales 4 0.00 or Other Disposition ------------- 103,430.46 Less Disbursements: Debts of Decedent 5 1,617.79 Funeral Expenses 5 6,843.43 Administration Expenses 6-9 7,854.66 Federal and State Taxes 10 12,451.69 Fees and Commissions 10 4,500.00 Family Exemption 0.00 ------------- -- 33,267.57 ----------- Balance before Distributions 70,162.89 Distributions to Beneficiaries 0.00 Principal Balance on Hand 70,162.89 Page INCOME Receipts: This Account Net Gain (or Loss) on Sales or Other Disposition 13 2,865.63 0.00 2,865.63 Less Disbursements Balance Before Distribution Distributions to Beneficiaries Income Balance on Hand COMBINED BALANCE ON HAND 0.00 2,865.63 0.00 2,865.63 73,028.52 SCHEDULE A RECEIPTS OF PRINCIPAL Fiduciary Acquisition Value CASH: Mellon Bank, Checking account 2,052.18 #112-115-6812; Opened 3/2/84 Mellon Bank, Statement Savings 17,875.52 Account #00355-000680; Opened 2/9/95 from Passbook Savings Account #00150-209091 Pennsylvania State Employees 2,901.80 Credit Union, Saving Account #0174200564; Opened 7/14/70 Pennsylvania State Employees 184.29 Credit Union, Money Handler Account #0174200564; Opened 7/14/70 Pennsylvania State Employees 2.84 Credit Union, Accrued interest on Saving Account #0174200564 Pennsylvania State Employees 0.11 Credit Union, Accrued interest on Money Handler Account #0174200564 Refund from Sammons Cable 9.02 Company Refund 7.50 - 1 - Refund from Rohrer bus ticket 22.00 Refund on PA inheritance tax 23.70 -------------- 23,078.96 MISC. PERSONAL PROPERTY: ----------------------- 1978 Ford LTD (sold at 25.00 auction) 1974 Ford Torino (junked, 0.00 could not be sold at auction) Cash in decedent's wallet with 90.45 coins Canadian dollar bills 2.20 British pound notes 15.50 assorted loose change 4.80 Assorted coin sets and silver 235.55 coins Household furnishings, 5,633.00 Miscellaneous, sold at public auction Assorted jewelry 102.00 Clothing donated to Salvation 200.00 Army Moped (sold at auction) 30.00 Bag of wheat pennies - 13.00 ------------- 6,351.50 - 2 - REALTY: Real estate situate at 5124 74,000.00 Erb's Bridge Road, Hampden Township, Mechanicsburg, Cumberland County, Pennsylvania (Sold at public auction) 74,000.00 -------------- TOTAL RECEIPTS OF PRINCIPAL ............... 103,430.46 -------------- -------------- - 3 - SCHEDULE B GAINS AND LOSSES ON SALES OR OTHER DISPOSITIONS - PRINCIPAL Gain Loss 10/10/95 Household furnishings, Proceeds from sale Net Proceeds 5,633.00 Fid. Acq. Value 5,633.00 11/20/95 Proceeds from sale of real estate situate at 5124 Erb's Bridge Road, Mech anicsburg Net Proceeds 73,753.92 Fid. Acq. Value 73,753.92 09/30/96 Proceeds from sale of assorted jewelry Net Proceeds 102.00 Fid. Acq. Value 102.00 09/30/96 Proceeds from sale of Canadian Dollar Bills, Bri tish Pound Notes, Assorted C oin Sets and Silver Coins, and Bag of Wheat Pennies Net Proceeds 266.35 Fid. Acq. Value 266.35 TOTAL GAINS AND LOSSES/PRINCIPAL NET GAIN ........................ 0.00 0.00 0.00 0.00 ------------- ------------- 0.00 0.00 0.00 -------------- 0.00 -------------- -------------- - 4 - SCHEDULE C DISBURSEMENTS OF PRINCIPAL SCHEDULE C-1 DEBTS OF DECEDENT ----------------- 07/18/95 Mellon Bank, Checks in transit 306.73 08/13/95 Telephone, Bell Atlantic-PA 10.77 bill 08/13/95 PAWL, water bill 9.63 08/14/95 Penn Power & Light, electric 47.23 bill 09/03/95 Neurology Center, P.C. bill 100.00 09/03/95 1995 property taxes 778.76 10/17/95 West Shore Emergency Medical 364.67 Services bill -- ------------ TOTAL DEBTS OF DECEDENT ........................ SCHEDULE C-2 FUNERAL EXPENSES ---------------- 08/15/95 Weidman Funeral Home 6,413.28 09/03/95 Funeral Luncheon 280.15 11/21/95 vA marker on grave headstone 75.00 02/22/96 VA Marker for grave, second 75.00 installment payment -------------- TOTAL FUNERAL EXPENSES ......................... 1,617.79 6,843.43 - 5 - 09/26/95 K. Kleaner, cleaners for house 574.00 to fix up for sale 09/27/95 Carpet installation fee 100.00 09/30/95 Photocopies 9.00 09/30/95 Postage 7.96 10/07/95 Auctioneer's commission, plus 2,364.61 advertising expenses and labor at day of sale 10/11/95 Telephone, Bell Atlantic - PA 16.10 bill 10/11/95 PAWL, water bill 13.34 10/16/95 The Sentinel, estate notice 72.20 10/17/95 Penn Power & Light, Electric 17.53 bill 10/17/95 Hampden Township, sewer bill 98.00 10/31/95 Photocopies 1.50 10/31/95 facsimile 6.50 10/31/95 LEXIS charges 284.80 10/31/95 Postage 1.60 11/08/95 PAWC water bill 9.93 11/10/95 Telephone, Bell Atlantic phone 13.33 bill 11/12/95 Penn Power & Light, electric 18.10 bill 11/12/95 PAWC water bill 10.08 11/20/95 Auctioneer's commission on 1,280.00 sale of real estate - 7 - 11/20/95 Pro-rated water bill due at 13.26 settlement of real estate 11/20/95 Notary fee due at settlement 6.00 of real estate 11/20/95 Cornerstone Land Transfer 35.00 disbursement fee due at settlement of real estate 11/20/95 Tax certification due at 2.00 settlement of real estate 11/30/95 Photocopies 3.75 11/30/95 facsimile 6.50 11/30/95 Telephone 0.96 11/30/95 Penn Power & Light, final 9.49 electric bill 11/30/95 Postage 0.96 11/30/95 Register of Wills, Filing fee 31.00 for inheritance tax return and inventory 12/02/95 Pennsylvania Water Company 9.01 bill 12/20/95 Register of Wills, Additional 155.00 probate fee 12/29/95 Photocopies 15.45 12/29/95 Postage 4.56 02/02/96 Final Pennsylvania-American 26.13 Water Company bill 02/29/96 Photocopies 2.10 02/29/96 Postage 0.64 04/30/96 Photocopies 0.15 - 8 - 04/30/96 Postage 0.96 04/30/96 Register of Wills, Filing fee 140.00 for First and Final Accounting 05/30/96 Photocopies 19.35 05/30/96 facsimile 6.50 05/30/96 Postage 11.52 06/30/96 Postage 0.32 07/31/96 Photocopies 1.65 07/31/96 Postage 0.87 08/31/96 Photocopies 14.55 08/31/96 Telephone 0.84 08/31/96 Postage 2.34 08/31/96 Travel expense by paralegal to 14.40 Cumberland County 09/20/96 Court appointed auditor's fee 1,055.00 09/20/96 Register of Wills, Filing fee 15.00 for Auditor's Report 09/20/96 Register of Wills, Filing fee 143.00 for Amended First and Final Account 09/20/96 Register of Wills, Filing fee 15.00 for supplemental inheritance tax return 09/30/96 Reserve for additional 100.00 administration expenses - ------------- TOTAL ADMINISTRATION EXPENSES ..... ............. 7,854.66 - 9 - SCHEDULE C-4 FEDERAL AND STATE TAXES ----------------------- 11/14/95 PA Inheritance Tax 10,000.00 11/20/95 Transfer tax due at settlement 740.00 of real estate 11/30/95 Balance of PA Inheritance Tax 1,711.69 TOTAL FEDERAL AND STATE TAXES .................. SCHEDULE C-5 FEES AND COMMISSIONS -------------------- 12/11/95 Partial payment of Executrix 2,500.00 commission to Barbara Jean Magill 12/11/95 Hepford, Swartz & Morgan, 2,000.00 Partial payment on attorneys fees 12,451.69 -------------- TOTAL FEES AND COMMISSIONS ..................... 4,500.00 -------------- TOTAL DISBURSEMENTS OF PRINCIPAL.......... 33,267.57 -------------- -------------- - 10 - SCHEDULE G RECEIPTS OF INCOME SCHEDULE G-2 INTEREST Mellon Bank 12/12/95 2.72 03/29/96 6.55 08/30/96 46.50 09/30/96 Certificate of Deposit 2,259.68 -------------- 2,315.45 TOTAL INTEREST INCOME .......................... 2,315.45 SCHEDULE G-3 OTHER INCOME SALE 11/20/95 21.35 11/20/95 484.17 11/20/95 44.66 -------------- 550.18 TOTAL OTHER INCOME ............................. 550.18 TOTAL RECEIPTS OF INCOME ................. 2,865.63 -------------- -------------- - 11 - PROPOSED DISTRIBUTIONS TO BENEFICIARIES # Units Current Value Lea Lawson, Parent and Natural Guardian of Tammy Lin Steltzer ------------------------------ Specific Bequest or as noted Fiduciary Acquisition Value 1,000.00 ------------- ------------- 0.00 1,000.00 George Steltzer, Parent and Natural Guardian of George Seltzer III ---------------------------------- Moped (sold at auction); Cash 30.00 distributed to George Steltzer, III Specific Bequest 1,000.00 0.00 1,030.00 Lea W. Lawson 1978 Ford LTD (sold at 25.00 auction); Cash distributed to Lea Lawson ------------- ------------- 0.00 25.00 David B. Hendrickson, Parent and Natural Guardian of Amber May Hendrickson ---------------------------------------- Specific Bequest 1,000.00 ------------- ------------- 0.00 1,000.00 David B. Hendrickson, Parent and Natural Guardian of Pamela Hendrickson -------------------------------------- Specific Bequest 1,000.00 ------------- ------------- 0.00 1,000.00 - 12 - Barbara Jean Magill Balance of Executrix commission 2,620.00 Distribution (1/3 of 1/4 of 3,347.22 residue) Distribution of Mellon Bank, 2,052.18 Checking Account Distribution of Mellon Bank, 17,875.52 Statement Savings Account Distribution of PSECU accounts 3,089.04 Executrix fee on additional 25.00 assets discovered 0.00 29,008.96 Catherine Waltz --------------- Distribution (1/4 of residue) 10,041.70 ------------- ------------- 0.00 10,041.70 Heather Reeder -------------- Distribution (1/2 of 1/4 of 5,020.85 residue) ------------- ------------- 0.00 5,020.85 Kenneth Reeder -------------- Distribution (1/2 of 1/4 of 5,020.85 residue) ------------- ------------- 0.00 5,020.85 Mary Jane Mabius ---------------- Distribution (1/3 of 1/4 of 3,347.22 residue) ------------- ------------- 0.00 3,347.22 Frank Michael Kiren III ----------------------- Distribution (1/3 of 1/4 of 3,347.22 residue) ------------- ------------- 0.00 3,347.22 - 13 - Aneta L. Pennington ------------------- Distribution (1/4 of 1/4 of residue) Betty Jean Lesniak ------------------ Distribution (1/4 of 1/4 of residue) Robert H. Hawthorne ------------------- Distribution (1/4 of 1/4 of residue) Rosalie E. Gebhardt ------------------- Distribution (1/4 of 1/4 of residue) Hepford, Swartz & Morgan ------------------------ Attorney fee on additional assets discovered Balance of attorneys fees 2,510.43 ------------- ------------- 0.00 2,510.43 2,510.43 ------------- ------------- 0.00 2,510.43 2,510.43 ------------- ------------- 0.00 2,510.43 2,510.43 ----------- ------------- 0.00 2,510.43 25.00 3,120.00 ------------- ------------- 0.00 3,145.00 0.00 73,028.52 - 14 - AFFIDAVIT Barbara Jean Magill, Executrix under the Last Will and Testament of ANTHONY J. KIREN, deceased, hereby declares under oath that she has fully and faithfully discharged the duties of her office; that the foregoing Account is true and correct and fully discloses all significant transactions occurring during the accounting period; that all known claims against the estate have been paid in full; that, to her knowledge, there are no claims now outstanding against the Estate; that all taxes presently due from the estate have been paid; and that more than four months have elapsed since the first complete advertisement of the granting of letters in this estate. Barbara Jean;~fagill, Execu Subscribed and sworn to by Barbara Jean Magill, Executrix before me this r,I~~~~day day o~_,, 1~~, i ,~ i,--- 1996. ~,. ~ ~ ~ ~~ ~, ~~, ~ 1l_,~,,j `~ ~ ~' , ~ Notary Public Notarial Seal Stephanie L. Gaffey, Notary Public Harrisburg, Dauphin county My Commission Expires Sept. 26,1998 Member, PermsylvaniaAssoaation of Notaries - 15 - PROOF OF PUBLICATION State of Pennsylvania, County of Cumberland, ss: Marian M. Welsh of THE SENTINEL, of the County and State aforesaid, being duly sworn, deposes and says that THE SENTINEL, a newspaper of genera( circulation in the Borough of Carlisle, County and State aforesaid, was established December 13th, -1881, since which date THE SENTINEL has been regularly issued in said County, and that the printed notice or publication attached hereto is exactly the same as was printed and published in fhe reular editions and issues of THE SENTINEL on fhe following dates, viz ' Copy of Notice of Publication September 25; October 2, 9, 1995 Affiant further deposes that he is not Interested in the subject matter of the aforesaid notice or advertisement, and that at[ allegations in the foregoing statement as to time, place and character of publication are true. ~~~ 10/11/95 Sworn to and subscribed before me this .12th day of October , 19 95 o ry Public My commission expires: ~A+on~s.xnez~ ~. . oneirv~m,rae i . '~ -~; ; .:., .. , , ., '~, '; ~' ~ ,; ,' ' ~ ~\ PROOF OF PUBLICATION OF NOTICE IN CUMBERLAND LAW JOURNAL (Under Act No. 587, approved May l~, 1929), F. L.1784 STATE OF PENNSYLVANIA COUNTY OF CUMBERLAND ss. Roger M. Morgenthal, Esquire, Editor of the Cumberland Law Journal, of the County and State aforesaid, being duly sworn, according to law, deposes and says that the Cumberland Law Journal, a legal periodical published in the Borough of Carlisle in the County and State aforesaid, was established January 2, 1952, and designated by the local courts as the official legal periodical for the publication of all legal notices, and has, since January 2, 1952, been regularly issued weekly in the said County, and that the printed notice or publication attached hereto is exactly the same as was printed in the regular editions and issues of the said Cumberland Law Journal on the fallowing dates, OCTOBER 6 13 20 1995 -- Affiant further deposes that he is authorized to verify this statement by the Cumberland Law Journal, a legal periodical of general circulation, and that he is not interested in the subject matter of the aforesaid notice or advertisement, and that all allegations in the foregoing statements as to time, place and character of publication are true. Roger M. Morgenthal, Editor Karen. Aathoa~y J» decd. Late of Hampden Township. FScecutriac Ba~ara,Jean Maglll; SWORN TO AND SUBSCRIBED before me this 2440 S. 4th Street,. Steelton, PA 2( _day of OCTOBER _, 1995 17113. Attorneys: H. Joseph Hepfoici, Es- quire, Hepford, Swartz 6c Morgan. P.O. Box 889. Harrisburg. PA ~•~` ~til R ~ ,, ` 17108. ~ , ... Notary - +, 1 +'a '.;.. SUSJW M. RAl~tSEY, t~iota:y P~C~c '' • ti ~ ' ~ • My Cortn~ission Expic~es SeQtember 6.1999 ~ ~~ (~ i 1 f ~~ i l ~ ~ ~ ~~ ~ ~~ ~ a° r~ ~~ t ~ ~~ ~ 1~ ~3 ~ ~~~~~~~ ~~~~~ ~~ ~~~ ~~~ ~~~ ~~ ~~ ~~~ ~ n~~~ C ~ c t ._ ..._ _. ( t ~~~ ~ ~~~ ~~~ ~~~~ ~. ~9~~ ~~,~ra~ tY- . ~~.. ~' ~ 4 _ ~~ a L(~/ Ova d ~ ~-~- ~ .~,iL~- ~, b'~ ._ i' - /~.~L _ . ..... /3~vr~ l ~~,~a ~. . ti{ ~ I~~-~ l i~ i l 1 ~ ~~ ~f p~~ . ~~ ~~~ ~ ~ ~ ~ ~, _ ~~"~ ~ ~~ 1 i ~~~~~~ ~ ~~ ~~~,~ ,~~-c~,~ ~ _.- z~~0. ~ ~~ ~~ ~~~ ,¢ ~. ( I~ l! l 1(( 1 t ~ ~_ r /~ c i ~ y ~ ~ ~~ ~~ s ~. ~- ~j. ~~. ., to - R 3 ~ ~ ~ fl ~ x ~ 1 G~ t m ~ yM A Ly A ~ m ~ ~ ~ 2 m 0 5 £ X ~ < o P ~ O '~ a ~ x O oOOO ~ N y ' ~~~ ~ v N m b ~ ~ ~ a z ~ ~ M G ~ ~ ~o~~~ ~~ ~~~~~ -+m~ 3 ~. ~ ~. c °: ~ a ~ir3mp' ~m~~~ ~ ~~.~, ~ae~ ~. O ~~ . ~ Q ... ~. _~°_$ »;cc~ ~•'- ~ ~ ~ ii ~ j~~~~_/-Crount Cpnfirtt»d abso~uteiy and distributton decreed in aspordsrta+e with proposed sched• sie Oi distribution her with. By the ~. 1~ , t~ilN ~ ~dH nH x ~~ roomy ° '~1 ~ td N C1 ~ G H ~ ~~~ ~°~ ~tidxbx lit ~ ~ ©~r~y is~~~~~,rr N, Ci C~! °G ro~~ tx-+ x ~b+H~„G ~~ ~~~ cNi ;~ zro HyCp~ N ~r~ H~ H7.a ~~ ~ ~ xy x --- i hereby certify that territten notice of the filing of this Statement of Proposed Distnibution. and of the date. time and piece when the sartne will be presented to the Court far confirmation and of the last dey to fine written obyections m saw statement of Proposed Distribution, has been given to every unpaid claimant and to every other person known to the accountant to have or claim en interest in the estate as creditor, beneficiary, heir or next of kin. A copy of said Statement was included with the notice. n~ ~~ ~ f j° ~~ ra V y ~ ~.. ,~ .._. -. w