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Home My WebLink About07-27-79 FIRST AND PARTIAL ACCOUNT OF ROBERT H. BOWERSOX AND BETTY ANN BOWERSOX, EXECUTORS OF THE ESTATE OF LUCILLE B. SHEAFFER, LATE OF MIDDLESEX TOWNSHIP, CUMBERLAND COUNTY, PENNSYLVANIA, DECEASED. DATE OF DEATH: March 21, 1978. DATE OF ISSUANCE OF LETTERS TESTAMENTARY: March 30, 1978. DATES OF ADVERTISEMENTS OF LETTERS TESTAMENTARY: Cumberland Law Journal: April 7, 14, and 21, 1978. The Evening Sentinel: April 3, 10, and 17, 1978. DEB ITS PRINCIPAL OF PERSONAL ESTATE The Accountants charge themselves with receipt of Items of Principal of Personal Estate received by them, as follows: 4/10/78 5/1/78 5/1/78 5/1/7 8 5/1/78 5/1/78 5/1/78 5/1/78 5/1/78 5/1/78 5/1/78 5/1/78 5/3/78 5/3/78 513/78 513/78 513/78 5/3/78 5/3/78 5/31/78 5/31/78 5/31/78 5131/78 5131/78 5/31/78 5131/78 5131/78 6/19/78 6/19/78 6/19/78 6/19/78 6/19/78 6/19/78 6/19/78 6/19/78 Commonwealth Nat'l Bank, checking acct. #182-812605-0-------------------------- $ Farmers Trust Co., interest on cert. #010724--------------------------------- Farmers Trust Co., interest on cert. #012855-------------------------------- Wellington Fund dividend------------------ SCM dividend------------------------------ PP&I, dividend ----------------------------- GATX dividend----------------------------- Farmers Trust Co. dividend---------------- Dauphin Deposit dividend------------------ Ampo-Pittsburgh dividend----------------- AT&T dividend---------------------------- Atlantic Electric dividend-------------- Ferro Corporation dividend-------------- Delaware Fund dividend-------------- General Motors dividend-------------- Exxon dividend-------------- Bethlehem Steel Corp. dividend----------- American Electric Power dividend--------- American Electric Power dividend--------- NICOR dividend-------------- Commonwealth Nat'l Bank dividend--------- Eaton Corp. di vidend --------- Commonwealth Nat's Bank, interest on #181-000-2277------------------------- Letort Warehouses, Inc. - dividend-------- Frog, Switch & Manufacturing Co., dividend Pennwalt Corp. dividend------------------ Commonwealth Edison Co. dividend--------- Ferro Corp. dividend--------------------- General Motors dividend------------------ Bethlehem Steel Corp. dividend----------- Windsor Fund dividend---________________ American Electric Power, dividend-------- American Electric Power, dividend-------- Exxon Corp. dividend --------------------- Social Security death benefit------------- li~[R 94 f~.v[ 3L;~ -1- 10,944.70 175.00 187.50 89.10 11. 75 26.88 22.50 84.60 60.50 1. 50 138.00 78.44 28.80 92.40 50.00 16.00 23.75 67.84 18.02 15.00 152.10 14.63 184.93 716.00 24.00 15.00 65.40 32.40 75.00 23.75 174.80 67.84 18.02 16.00 255.00 6/19/78 6/19178 6/19/78 7/7/78 7/7/78 7/7/78 7/7178 717/78 7/7/78 7/7/78 7/7/78 7/7/78 7/7/78 7/20/78 7/20178 7/20/78 7/20/78 7/21/78 7/21/78 7/21/78 8/11/78 8/11/78 8/11/79 8/11/78 8/11/78 9/7/78 9/7/78 9/7/78 9/7 /78 9/7/78 9/7/78 9/26178 9/26/78 9/26/78 9/26/78 9/26/78 9/26/78 9/26/78 10/5/78 10/23/78 10/25/78 10/25/78 10/25/78 10/25/78 10/25/78 10/25/78 10/25/78 10/25/78 10/25/78 10/25/78 10/25/78 11/10/78 11/10/78 11/10/7 8 11/10/78 11/10/78 11/30/78 Medicare payment-------------------------- $ Medicare payment-------------------------- Carlisle Corp. dividend-----___________ Cumberland Valley S & L interest on #6686851------------------------------- Delaware Fund dividend---------------- American Express Travelers Check refund--- Farmers Trust Co. dividend ----------~--- P P & L, dividend------------------------- Wellington Fund--------------------------- AT&T, dividend --------------------------- AT&T, dividend --------------------------- Dauphin Deposit dividend---------------- GATX, dividend--------------------------- Farmers Trust Co., interest on #010724---- Farmers Trust Co. ,.interest on #012855---- Ampco-Pittsburgh Corp., dividend--------- Atlantic Electric, dividend ------------ Letort Warehouses, Inc.; 10% stock-sale price Sheaffer Brothers Sporting Goods, Inc., 10% stock-sale price ------------------ Sheaffer Brothers, Inc.,10% stock sale price Commonwealth Edison Co. dividend--------- Commonwealth Nat'l Bank, dividend--------- SCM Corp., dividend----------------------- Pennwalt Corp. dividend------------------ Frog, Switch, dividend------------------ Comm. Nat'l Bank, interest on #1810002277- NICOR dividend -------------------------- Carlisle Corp. dividend------------------ Eaton Corp., dividend------------------ Medicare payment-------------------------- Medicare payment-------------------------- Ferro Corp. dividend--------------------- General Motors Corp. dividend------------ American Electric Power, dividend--------- American Electric Power, dividend--------- Exxon Corp. dividend--------------------- Bethlehem Steel Corp. dividend--------- Delaware Fund----------------------------- United States Treasury, tax refund-------- Letort Warehouses, demand note (5,000)---- plus interest-------------------------- Atlantic Electric dividend------------- Farmers Trust Co., interest on #010724---- Farmers Trust Co., interest on #012855---- Ampco Pittsburgh, dividend ------------- Farmers Trust Co., dividend ------------- Dauphin Deposit dividend ------------- GATX, dividend--------------------------- AT&T, dividend---------------------------- AT&T, dividend---------------------------- PP&L, dividend---------------------------- Wellington Fund, dividend---------------- SCM dividend------------_________________ Frog, Switch dividend---------------- NICOR, dividend-------------------------- Commonwealth Edison dividend------------- Pennwalt Corp. dividend------------------ Commonwealth Nat'l Bank, dividend-------- li3[~ 94 f';"L J'/O -2- 12.80 78.00 50.00 378.88 92.40 130.00 84.60 26.88 89.10 115.00 23.00 60.50 22.50 175.00 187.50 1. 50 78.44 5,610.39 5,269.17 8,720.81 65.40 169.00 12.93 15.00 40.00 184.93 15.00 64.00 14.63 35.84 84.28 32.40 50.00 18.02 67.84 17.00 23.75 92.40 175.00 5,287.68 82.22 175.00 187.50 1. 50 84.60 66.55 22.50 23.00 115.00 26.88 89.10 12.93 16.00 15.00 65.40 15.00 169.00 The Accountants charge themselves with Items of Principal of Unconverted Real Estate received by them as follows: 11130/78 12/5/78 12/14/7 8 12/14/78 12/14/7 8 12/14/78 12/18/78 12/18/78 12/19/78 12/21/78 12/21/78 12/29/78 1/2/79 1/2/79 1/2/79 7/18/79 7/18/79 7/18/79 Commonwealth Nat'l Bank, interest on #1810002277-----------------------------$ W. H. Newbold'Son, sale of stock----------- W. H. Newbold Son & Co. sale of stock------ American Electric Power, dividend--------- American Electric Power, dividend--------- Ferro Corp. dividend---------------------- W. H. Newbold's Son & Co. Inc. stock sale-- W.H. Newbold's Son & Co. Inc. stock sale--- Commonwealth National Bank Cert.#2277-_---- Farmers Trust Co. Cert.#10724 & 12855------ Cumberland Valley S & L Cert. #6686851----- W.H. Newbolds - refund--------------------- Dauphin Deposit Bank - dividend------------ Farmers Trust Co. dividend---------------- W.H. Newbolds Sons & Co. Inc.-stock sale--- Letort Warehouses, Inc. 2nd 10% payment interest stock sale------------------~-- Sheaffer Brothers Sporting Goods Inc. 2nd 10% pmt + interest stock------------ Sheaffer Brothers Inc. 2nd 10% payment + interest stock sale------------------- 12,645.18 TOTAL PRINCIPAL OF PERSONAL ESTATE---------$174,282.26 184.93 52,450.67 1,243.22 18.53 69.76 32.40 451. 22 6,293.67 10,000.00 20,273.32 10,357.57 46.42 66.55 183.30 1,384.25 8,135.07 7,640.30 PRINCIPAL OF UNCONVERTED PERSONAL PROPERTY Furniture and Household Items-------------$ 1978 Pontiac Sedan Auto------------------- Farmers Trust Co. 282 shares at $32.00---- Frog & Switch mfg. Co.-8 shares at $112.00 Dauphin Dep. Tr. Co.-121 shares at $31.50 Commonwealth Natl. Bank-338 shares at $32.50 Letort Warehouses Inc. 80% of 179 shares st. Sheaffer Bros. Sporting Goods Inc. 80% of 370 shares stock---------------- 42,153.36 Sheaffer Bros. Inc. 80% of 297 shares st. 69,766.49 TOTAL-----------------$188,233.52 1,139.00 5,575.00 9,024.00 896.00 3,811.50 10,985.00 44,883.17 PRINCIPAL OF UNCONVERTED REALTY House and lot of ground situate in Middlesex Township, 29 Country Club. Rd., Cumberland County, PA $ 40,500.00 TOTAL DEBITS Principal of Personal Estate-------------- Principal of Unconverted Personal Property Principal of Unconverted Realty----------- TOTAL---nnn $174,282.26 188,233.52 40,500.00 $403,015.78 li3lR ~4 fA~[ J','! -3- The Accountants claim credit for Items of Debts and Administration Expenses paid by them, as follows: The Accountants claim credit for Items of Prior Distribution made by them, as follows: To First United Methodist Church, Carlisle, PA To Carlisle Hospital, Carlisle, PA To Robert H. Bowersox and Betty Ann Bowersox. 29 Country Club Road, Carlisle, PA: 1978 Pontiac Sedan Auto--------------------- Furniture & Household Items----------------- On Account of $50,000 bequest: Cash--------------------------~------$10,000.00 Farmers Tr. Co.-282 shares At $32.--- 9,024.00 Frog Switch & Mfg. Co. 8 sh. at 112.- 896.00 Dauphin Dep. Bank-121 sh. at 31.50 -- 3,811.50 Commonwealth Natl. Bank. 338 sh at 32.50 ------$10,985.00 $34,716.50 34,716.50 TOTAL----------------- $61,430.50 AMOUNT DUE UNDER STOCK REDEMPTION AGREEMENT Letort Warehouses Inc.-80% of 179 shares stock-------- $ Sheaffer Bros. Sporting Goods Inc.-80% of 270 sh stock Sheaffer Bros. Inc.-80% of 297 shares stock----------- l'" (' . -4- TOTAL------ l~ln J.j f,;v[ J'/2 ." ." 4/10/78 4/10/78 4/10/78 4/10/78 4/29/78 4/29/78 4/29/78 4/29/78 5/2/78 6/15/78 7/20/78 8/16/78 8/16/78 9/9/78 10/24/78 10/24/78 10/24/78 10/26/78 12/20/78 12/20/78 12/20/78 4/16/79 4/16/79 4/28/79 CREDITS DEBTS AND ADMINISTRATION EXEPNSES Carlisle Hospital----------------------------$ Harris Associates, Xray services------------- Irwin, Irwin & Irwin~Outstanding bill for services---------------- James D. McCoy, Real Estate tax-------------- Masland Associates, Hospital care------------ Hoffman Funeral Hpme, Funeral expenses------- Irwin, Irwin & Irwin, Adv. & Letters Testamentary-- William Rowe, Furniture appraisal fee------- Carlisle Memorial service, Inc.; grave marker Pa. Dept. of Revenue, Tax------------------- Register of Wills, certificate-------------- Pa. Dept of Revenue, state tax-------------- R. B. Clippinger, tax preparation----------- James D. McCoy, Real Estate Taxes----------- Register of Wills - certificates------------ Register of Wills, taxes-------------------- Commonwealth National ~ank, Safe dep-box rent Carlisle Hospital-~------------------------- Register of Wills - Pa. Inheritance tax----- Register of Wills. Filing Fee-------------- Internal Revenue Service-Fed. Estate Tax---- Internal Revenue Service, Fed. Income Tax--- Pa. Dept of Revenue, State Income Tax------- R. B. Clippinger, Income Tax Preparation---- Register of Wills, Filing Account----------- Recorder of Deeds, Recording Releases------- Roger B. Irwin, Notary Fees ---------------- Robert H. & Betty Ann Bowersox, Executors Fees on account of total $15,090.47 fee--- Irwin, Irwin & Irwin, Attorneys Fee on account of total $15,090.47 fee----------- TOTAL------------ ITEMS OF PRIOR DISTRIBUTION 7.00 8.00 57.50 162.88 120.00 3,312.60 109.65 35.00 180.00 12.00 6.00 90.00 90.00 521. 20 20.00 360.00 10.00 21. 20 48,643.34 3.00 60,377.12 1,350.00 200.00 60.00 49.00 119.00 80.00 14,138.89 14,138.88 $144,282.26 15,000.00 5,000.00 5,575.00 1,139.00 44,883.17 42,153.36 69,766.49 $156,803.02 ~ .. , . .. TOTAL CREDITS Debts and Administratian Expenses---------------- Items .of Priar Distributian --------------------- Amaunt Due Under Stack Redemptian Agreement------ TOTAL---n-n-- TOTAL DEBITS------------------$403,015.78 TOTAL CREDITS----------------- 362,515.78 BALANCE FOR DISTRIBUTION------$ 40,500.00 $144,282.26 61,430.50 156,803.02 $362,515.78 There remains in the Accauntant's hands, as .of the date .of the filing .of this accaunt, assets as fallaws: Hause & Lat, 29 Cauntry Club Raad, Carlisle, Pennsylvania------------------------------$ 40,500.00 ~t~1/ !~~ R BERT H. BOWERSOX,..- Ate ~/ A#t~f- BETTY ANN BOWERSOX COMMONWEALTH OF PENNSYLVANIA: ss COUNTY OF CUMBERLAND Rabert H. Bawersax and Betty Ann Bawersax, being duly swarn accarding ta law, depase and state that the faregaing is true and carrect. r19.I>.e-,j 71. ~/'-f'~A,L7 ROBERT H. BOWERSOX / ~~~~~ BETTY ANN BO\.JERSOX Swarn ta and subscribed ~ befare me this L1' day ol"";ril' v, 1979. " ." (\ , ':i-V. ,,'. ,:;'" / 1/ '. ~ '<J ~ >::.' '~ c.::>.':.'~;. t, -1f . . . : 0:. :'_";i~-.,'... ,,~.....-. ''': : ; ("C lJ......, Or ""',_,..v-o,\ ' :_ : - : ;t.",>:, -";:'~;>'" ., . . ';;:".<" ,. :.I\.'. .... ROGER 1),'.''''''' . ;WTARY PUBLIC '.,..<:.7, ~..O..Rl~l.E\~~&tj,,"': CUMBERLAND COUNTY " ,. ,......t . (' ". . () ~~ ;;u""'~<~~ ,ElCPIRES OCT. 3. 1980 , '.1 n '( ~ .... '. ..,......,...'" l"'j · tLI..r\ 0.1 t", J......J ..J. 1'1,;.. '0 .