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HomeMy WebLinkAbout01-30-79 (2) '. .' !FIRST AND FINAL ACCOUNT OF JENNIE M. BRANDT AND KERMIT E. GEPHART, ~XECUTORS UNDER THE LAST WILL AND TESTAMENT OF GEORGE GEPHART ~TE OF SOUTH MIDDLETON TOWNSHIP, CUMBERLAND COUNTY, PENNSYLVANIA, PECEASED. JENNIE M.BRANDT and KERMIT E. GEPHART, Executors as aforesaid and Accountants herein, aver as follows: DA TE OF DECEDENT'S DEATH: April 20, 1978 DATE LETTERS TESTAMENTARY ISSUED: April 27, 1978 LETTERS WERE ADVERTISED AS FOLLOWS: The Evening Sentinel May 1, 8, 15, 1978 Cumberland Law Journal May 5, 12, 19, 1978 PERSONALTY - PRINCIPAL ACCOUNT DEBITS The Accountants charge themselves with receipt of the decedent's goods and 'chattels as more fully set forth in the Inventory and Appraisement heretofore filed in the Office of the Register of Wills in and for Cumberlan~ County, Pennsylvania: $46,514.59 The Accountants charge themselves with receipt of the following additional items of personalty principal: NONE TOTAL, PERSONALTY, PRINCIPAL ACCOUNT, DEBITS: PERSONALTY - PRINCIPAL ACCOUNT CREDITS The Accountants claim credit for the payment of the following items from personalty-principal: 5/ 8/78 5/ 8/78 5/ 9/78 5/ 9/78 5/25/78 5/25/78 5/25/78 5/31/78 6/ 5/78 6/22/78 LAW OFFICES WILLIAM F. MARTSON, P.C. 6/26/78 7/10/78 8/ 4/78 Miller & Shenk, Inc.:Account payable $ MGM Pharmacy: Account payable Gary L. Blacksmith, Jr., M.D.: Professional care of decedent Hoffman's Fune~al Home: Funeral expenses Roy D. Gottshall: Auctioneer, public sale of household goods C. Otto: Clerk of public sale The Evening Sentinel and Fry Publications: Advertising public sale Hugh A. Douglas: Hauling trash Metropolitan Edison Co: Account payable Richard E. Anderson, Register of Wills: Payment on account of Pennsylvania Transfer Inheritance Tax (Note: Payment of this sum at early date entitled Executors to a credit or discount of $157.89.) Farmers Trust Co.:Service charge, checking account Carlisle Memorial Service: Footstone Roy D. Gottshall: Appraisal of personalty -1- 'I"-n (* ') pli-' 11 "0 l.~tl"; '.~ u ,t','..:!. .!'...U/o.:J $46,514.59 21. 32 35.12 32.00 1,355.00 64.00 50.00 122.00 28.00 16.47 3,000.00 .75 165.00 20.00 LAW OFFICE5 WILLIAM F. MART50N. P.C. ." 8/ 4/78 8/25/78 10/ 4/78 10/25/78 10/30/78 10/30/78 11/30/78 11/30/78 12/19/78 1/ 3/79 1/17/79 .1/17/79 Metropolitan Edison Co.: Account payable $ Farmers Trust Co.: Service charge checking account Metropolitan Edison Co.: Account payable Miller & Shenk Oil Co.: Furnace Oil Richard E. Anderson, Register of Wills: Fee for filing Inventory Appraisement, Debts and Deductions Carlisle Hospital: Account payable Metropolitan Edison Co.: Account payable Miller & Shenk Oil Co.: Furnace Oil Miller & Shenk Oil Co.: Furnace Oil Metropolitan Edison Co.: Account payable Richard E. Anderson, Register of Wills: Balance of Pennsylvania Transfer Inheri tance'Tax Miller & Shenk Oil Co.: Furnace Oil '. The Accountants reserve the following sums to be paid subsequent to the filing hereof: 1. WilliamF. MBrtson, P.C.: Reimbursement for prokate costs, advertising, short certificates 2. William F. MBrtson, P.C.: Attorney's fee 3. Recorder of Deeds: Realty Transfer Tax 4. Reserve for payment of 1978 United States and Pennsylvania Fiduciary Income Taxes 5. Reserve Account for filing Account, Releases, closing and miscellaneous costs TOTAL, PERSONALTY, PRINCIPAL ACCOUNT, CREDITS: PERSONALTY - INCOME ACCOUNT DEBITS The Accountants charge themselves with receipt of the following items of income from personalty: 1. Statement Savings Account No. 1-06664-5, Farmers Trust Co. 5% Interest 4/20/78 to 6/30/78 Interest - 7/1/78 to 12/31/78 Anticipated Interest - 1/1/79 to 2/28/79 2. Savings Account No. 124363, Cumberland Valley Savings and Loan Association, 5-1/4% Interest - 4/20/78 to 6/30/78 Interest - 7/ 1/78 to 12/31/78 Anticipated Interest - 1/1/79 to 2/28/79 TOTAL, PERSONALTY, INCOME ACCOUNT, DEBITS: -2- l/BER fO'1 ~ ~, ;\01- ... u FACe $202.76 543.74 175.12 195.71 516.60 173.05 ,". 13.33 .80 13.20 31.14 9.00 2.40 13.30 28.49 47.63 6.65 615.27 41. 37 $ 73.65 2;000.00 220.00 275.00 200:00 $ 8,500.89 $ 921. 62 885.36 $ 1,806.98 L.AW OFFICES WIL.LlAM F. MARTSON. P.C. " PERSONALTY - INCOME ACCOUNT CREDITS The Accountants claim credit for the payment of the following items from personalty- income: TOTAL, PERSONALTY, INCOME ACCOUNT, CREDITS: REAL ESTATE - PRINCIPAL ACCOUNT DEBITS The Accountants charge themselves with receipt of decedent's real estate, as follows: 1. ALL THAT certain tract of land situate in the Township of South Middleton, County of Cumberland and State of Pennsylvania, having thereon erected a dwelling house known and numbered as 229 Pine Road. IT BEING all of the property which Lester E. DUm and HelenM. Dum, his wife, by their deed dated March 29, 1946, and recorded in the Office of the Recorder of Deeds in and for the County of Cumberland and State of Pennsylvania in Deed Book "E", Volume 13, Page 98, granted and conveyed unto George Gephart and Alice N. Gephart, his wife. Alice N. Gephart having died March 4, 1952, title vested entirely in George Gephart. Appraised Value TOTAL, REAL ESTATE, PRINCIPAL ACCOUNT, DEBITS: REAL ESTATE - PRINCIPAL ACCOUNT CREDITS The Accountants claim credit for the pa~ent of the following items from decedent's real estate, principal account: 4/18/78 Roy Hopple: Partial payment, roof repairs (Check outstanding at date of death) $ 5/ 8/78 Betty J. Williams, Tax Collector: Real Estate Taxes, County & Township 5/ 9/78 Roy Hopple: Balance, roof repairs 5/24/78 Ronald L. Simons: Realty Appraisal 6/ 5/78 Handyman Home Center: Supplies for repairs 7/ 7/78 Ronald L. Jones: Plumbing repairs 7/ 8/78 Handyman Home Center: Supplies for repairs 7/20/78 Coyle Lumber Co.: Lumber for repairs 8/15/78 Hugh A. Douglas: Carpentry repairs 9/15/78 Betty J. Williams, 'Tax Collector: Real Estate Taxes, School 10/18/78 Ronald Jones: Plumbing repairs 10/24/78 Gibb and Miller Ins.Co.: Homeowners Ins. 11/15/78 Gibb and Miller Ins.Co.: Fire Ins. premium TOTAL, REAL ESTATE, PRINCIPAL ACCOUNT, CREDITS: $ -3- L'" - lud( S,j f'!;Gt t04 .... $ NONE $ NONE $22,000.00 $22,000.00 175.00 84.99 137.00 50.00 90.07 63.28 4.44 9.01 64.53 292.14 107.38 80.00 8.00 1,165.84 LAW OFFICES WIlL.IAM F. MARTSON. P,C. .... .... REAL ESTATE - INCOME ACCOUNT DEBITS The Accountants charge themselves with receipt of the following items of real estate - income: TOTAL, REAL ESTATE, INCOME ACCOUNT, DEBITS: , ,; REAL ESTATE - INCOME ACCOUNT CREDITS The Accountants claim credit for payment of the following items from real estate - income: TOTAL, REAL ESTATE, INCOME ACCOUNT, CREDITS: RECAPITULATION 1. PERSONALTY A. PRINCIPAL ACCOUNT: Debits: $46;514.59 Credits: 8,500.89 Balance $38,013.70 B. INCOME ACCOUNT: Debits: $ 1,806.98 Credits: 0.00 Balance: 1,806.98 C. NET BALANCE OF PERSONALTY: II. REAL ESTATE A. PRINCIPAL ACCOUNT: Debits: $22,000:00' Credits: 1,165.84 Balance: $20,834.16' B. INCOME ACCOUNT: Debits: NONE Credits: NONE Balance: C. NET BALANCE OF REAL ESTATE III. NET BALANCE OF ESTATE FOR DISTRIBUTION NONE -4- liEU, :.<3 ",Gc J05 ..... , ' $ NONE $ NONE $ NONE $ NONE $39,820.68 $20,834.16 $60,654.84 '. ,- COMMONWEALTH OF PENNSYLVANIA ) : ss. COUNTY OF CUMBERLAND ) JENNIE M. BRANDT and KERMIT E. GEPHART, being duly sworn according to law, depose and say: that they are the Executors of the Estate of George Gephart, Deceased; that they are the Accountants herein; that the foregoing accounting is true and complete; that the attached list or schedule [*] contains the names, addresses and amounts duempaid creditors having given notice of their claims; that the attached list or schedule [**l contains the names and addresses of all persons interested in the distribution of said Estate; and that the facts set forth in the within Account are true and correct to the best of their now1edge, information and belief. worn to and subscribed before me <,I,;' :~. 'd' !i')i~~"'~'~':i )t~~~~ day of ~ ' 1979. ':'-:':~"<f>' C".~'. ~' ~'~ U\":~'~:, : tory Publl< - , t P b1- CorH.!ile, Cumborland Co., PA \('\!':,'P:~pi'U ~c ~"._, F 27192 \, .tf.);,_..... '. i ~ :-:....__~ :..~ My \.a11mls,slon Expires eb, , C ''';;:i,i,I'i, \\ S:uNPAID CREDITORS: NONE """"" *"." PERSONS INTERESTED IN DISTRIBUTION OF ESTATE: >n, -r{a,~,tJ2bd~ Kermit E. Gephart ,. Executor and Accountant M. Brandt and Accountant 1. Mrs. Jennie M. Brandt; 213 North Baltimore Avenue, Mt. Holly Springs, Pa. 17065 2. George D. Gephart, 425 Walnut Bottom Road, Carlisle, Pa.170 3 3. Kermit E. Gephart, 227 Pine Road, Mt.Holly Springs,Pa. 1706 4. Mrs. Gayle J. Douglas, 118 Second Street, Boiling Springs, Pa. 17007 LAW OFFICES WILLIAM F. MARTSON, P.C. -5- liS[~, ~,,-< i ,",:,,",' .....J._.1 4l0C ...v"-'