HomeMy WebLinkAbout03-30-79 (2)
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COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
NO. 21-78-220
ESTATE OF KATHRYN I. FORSYTHE, DECEASED
I
LATE OF BOROUGH OF CARLISLE
FIRST ~ FINAL ACCOUNT OF THE COMMONWEALTH
I NATIONAL BANK, EXECUTOR
I
DATE OF DEATH: JULY 31, 1978
LETTERS GRANTED: AUGUST 15, 1978
COMPLETE ADVERTISEMENT OF (iRANT OF LETTERS:
WILL NO:
21-78-220
THE EVENING SENTINEL:
AUGUST 28, SEPTEMBER 4, 11, 1978
CUMBERLAND LAW JOURNAL:
SEPTEMBER 1, 8, 15, 1978
ACCOUNT STATED TO JANUARY 31, 1979
I
SUMMARY & INDEX
PRINCIPAL
PAGES
Receipts
Net Gain/Loss on Conversions
Adjusted Balance I
Less Disbursements
Balance Before Distributions
Distributions to Beneficialies
Investments < <,
Capital Changes
Principal Balance Remaining
3
3
$ 14,550.47
-0-
14,550.47
4,741. 75
9 , 808 . 72
923.75
3- 4
4
4
$ 8,884.97
INCOME
Receipts
Less Disbursements
Balance Before Distribution
Distribution to Beneficiaries
Income Balance Remaining
5
5
$
194.90
9.75
185.15
-0-
$
185.15
Combined Balance Remaining
$ 9,070.12
U8ER 93 PIIGE 430
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COMPOSITION OF NET BALANCES
Value as of
Account Value 12/13/78
PRINCiPAL
Jewelry $ 50.00 $ 50.00
Cash and amounts temporarily invested
in Commonwealth National Bank Common
Fund A-2 8,834.97 8,834.97
TOTAL PRINCIPAL $ 8,884.97 $ 8,884.97
INCOME
Cash and amounts temporarily invested
in Commonwealth National Bank Common
Fund A-2 185.15 185 . 15
TOTAL INCOME $ 185.15 $ 185.15
TOTAL PRINCIPAL AND INCOME $ 9,070.12 $ 9,070.12
2
Ll8ER 93 PI\GE 431
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PRINCIPAL RECEIPTS
Per inventory attached
Adjustment to Inventory
Adjustment to Jewelry
Inventory value
Revaluation
$
41. 25
50.00
Subsequent Receipts
11/14/78 Social Security lump sum death benefit
TOTAL, PRINCIPAL RECEIPTS
CONVERSIONS INTO CASH
Gain
$
-0-
NO LOSS/GAIN AS SHOWN ON SUMMARY PAGE
PRINCIPAL DISBURSEMENTS
8/14/78 Register of Wills, probate costs
8/28/78 Cumberland Law Journal, legal advertising
'9/01/78 'Reimburse Kathryn I. Forsythe Guardianship for
payment to MGM Pharmacy
9/8/78 Carlisle Memorial Service, grave memorial
9/8/78 MGM Pharmacy, balance due on decedent's account
9/13/78 Hoffman Funeral Home, funeral expenses
9/19/78 The Evening Sentinel, legal advertising
9/21/78 Belvedere Medical Center, professional services
rendered decedent
9/21/78 ,Register of Wills, cost of one short certificate
10/16/78 Register of Wills, cost of one short certificate
3
Li8ER 93 PAGE 432
;
$ 14,286.72
8.75
$
255.00
$ 14,550.47
Loss
$
$
-0-
$ 25.00
18.00
63.34
205.00
30.23
1,701.80
20.15
533.00
1.00
1.00
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Principal Disbursements (Continued)
10/20/78 S. C. Boyer, appraisal of jewelry
11/6/78 Register of Wills, Payment Pennsylvania Inheritance
Tax
Gross tax $ 480.00
Less discount (24.00)
Balance due
Reserves:
Commonwealth National Bank, Executor's commission
Robert M. Frey, Esquire, Attorney's fee
Pennsylvania Inheritance Tax
Closing costs
TOTAL PRINCIPAL DISBURSEMENTS
PRINCIPAL DISTRIBUTIONS
Charlene Bisker
9/6/78
12/6/78
12/11/78
Cash advance
Cash advance
Jewelry
$
600.00
200.00
123.75
TOTAL PRINCIPAL DISTRIBUTIONS
PRINCIPAL INVESTMENTS
9/25/78 9,550 units Commonwealth National Bank Common
Fund A-2
11/10/78 524 units Commonwealth National Bank Common
Fund A-2
12/7/78 255 units Commonwealth National Bank Common
Fund A-2
1/2/79 140 units Commonwealth National Bank Common
Fund A-2
1/19/79 910 units Commonwealth National Bank Common
Fund A-2
4
UBER 93 PAGE 433
,
$
10.00
456.00
714.00
714.00
149.23
100.00
$ 4,741.75
$
$
923.75
923.75
$ 9,550.00
524.00
255.00
140.00
910.00
. .
c.
10/16/78
12/6/78
12/21/78
12/22/78
9/1/78
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INCOME RECEIPTS
Commonwealth National Bank Common
Fund A-2
Earnings
Earnings
Earnings
Earnings
$
.1.83
132.67
8.16
1.19
143.85
$
Miscellaneous
Income cash received from Kathryn I. Forsythe
Trust Account No. 13809-00-9 with the Commonwealth
National Bank, Trustee
51. 05
TOTAL INCqME RECEIPTS
INCOME DISBURSEMENTS
$
194.90
Reserve:
Commonwealth National Bank, executor's commission
on income collected
$
$
9.75
TOTAL INCOME DISBURSEMENTS
9.75
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UBER 93 "AGE 434
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COMMONWEALTH OF PENNSYLVANIA )
COUNTY OF CUMBERLAND )
I, Robert K. Reitzel, Trust Manager, 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.
By
Sworn to and subscribed before me
this
36
day of ~
A.D. 1979
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..: ""':':''".;. J ,i.C :,,"g"~:"\;'~iROMA1NE M. lINlNER, Notary Public
: ..H,: .;.:.. ,.,;~".,r,..'"'''", 'PENN TWP CU. MBERl'NO COUNTY
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:: .>\~::fi~~~'~::_"~2*i\'::;,/i~~.J~.ernber, Pennsyl~ania Association ot NotlJries
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liBER 93 f'~GE 435
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Inventory of the real and personal estl;lte of
"..
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KATHRYN 1. FORSYTHE
".
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dec:osed.
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Real Estate
None
Tangible Personal Property
1.
~ewelry. appraised at
$
165 00
Intangible Personal Property
2.
Principal cash balance from Kathryn I. Forsythe Guardianship
No. 13809-009
12,136 28
10J 60
3.
Claim payment from Pennsylvania Blue'Shield.transferred from
Kathryn I. Forsythe Guardianship No. 13809-009
4.
Refund from PP&L
16 73
5. Refund from United Telephone Company
Total Personalty
10 21
45112
11 28
936 00
864 50
$14,286 72
6. Claim payment from Medicare
7. .Claim payment from Pennsylvania Blue Shield
8. Refund from Swaim Health Center, patient remittance
9. Proceeds Redemption CNB Checking Account 181-361578-6
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COMMONWEILTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
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IS:
_P&1att K. Re~IrJ,ls.LMIM&..er II. of the Commonwealth National Bank
being duly according to law, deposes and "'Y' th.t t h. Executor
of the Estat. of KathrYn 1. Forsvthe
I.t. of _.the. B9rough._Q.f_.Carli,"J..~_____ . Cumlarland County, P.., deceased and that the
within is an inventory mad. by The Commonwealth Natio~Dank . the said executor
of the entire est.te of said decedent, con siding of .11 the personal proptlrty ud ,..1 est.te. except real est.te outside
the Commonwealth of Pennsylvania. and th.t the figure. opposite each item of the Inventory repr...nt it's f.ir value
u of the date of dececlC'nt', death.
and subscribed before me,
19_
Enc:ortor.JQIiIiUIUiIUIIIX
1 North Hanover Street
Carlisle. Pennsylvania 17103
Add,...
Date of Death _
31
D.,
July
Month
1978
r..r
INSTRUCTIONS
I. An inventory must b. filed within three month, aft.r .ppointment of p.rsonal repr.s.nt.ti.....
2. A IUppJ.ment in....ntory must be filed within thirty d.ys of disco...ery of additional asseh.
3. Additional sh.eh m.y b. attached as to personalty or ,ealty
4. Se. Article IV, Fiduci.ries Act of 1949.
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