HomeMy WebLinkAbout07-31-78
~
.'.. fo'"
, ,
:?" (.:.:-,.
'r
.
~'-
"
1'.
"""$'
.,
'il.
.
IN THE MATTEJ~ OF
.' ~/
)
)
)
)
)
)
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
NO. 18 ORPHANS 1978
JEANELlZAaETH L1.JCK,
an 'incompetent
FIRST AND FINAL ACCOUNT OF WILLIAM H. LUCK,
GUARDIAN OF JEAN ELIZABETH LUCK, I
AN INCOMPETENT
Date of Appointment of Guardian: 31 July 1978
Account Stated From 31 July 1978 to 26 October 1978
":j
"
."1.:-,
'.
vaER' 92 PACE 7~
"."
'.'~
. ...
.--_.. -.--................. -~ - -
,
.....
,.
~...
,.
,
\
IN THE MATTER OF
)
)
}
)
)
)
IN THE COORT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS 1 COORT DIVISION
NO. 18 ORPHANS 1978
JEAN ELIZABETH LUCK,
an in'cc:mpetent
'"
p'
FIRST AND FINAL ACCOUNT OF WILLIAM H. LUCK,
GUARDIAN CF JEAN ELIZABETH LUCK, /
,
AN INCrnPETENT
I. Principal Receipts
A. Real Estatel
1. Down payment received
29 April 1978
2. Balance of sale proceeds
received 4 August 1978
Less: Expenses of Sale
a. Auctionneer's commission
B. Realty transfer tax (1%)
c. Recording fee
(guardian decree)
d. Appraisal fee
.e. Attorney fee
289.00
289.00
8.50
90.00
200.00
876.50
f. Refund to vendors from
tax proration
Net Proceeds From Real Estate Sale
2,890.00
26,010.00
28,900.00
28,023.50
23 .6.3
$28,047.13
- ...
Total Principal Receipts $28,047.13
!
.:~
lA copy of the. deed describing the ownership interest of the
guardian and. setting forth the legal descri'ption of 'the silbj ect
premises is attached hereto as Exhibit "A".
The instant Account reflects the disposition of the entire
proceeds of the sale. of the subject real estate although' the ward
'is entitiedto' no more than one-half of the fund. This. has been..
.,done(.l) because. the proceeds W$re placed in a single.i',account.
.following sale and' (2.) 'because:(j'f:~the reason set forth In
':footnote 2. .
.'
t;G~R . 02 P~GE 734
- 1 -
I
,
." ,"',
I
, I
II
,.
t
I
I
J
j,1
; I
,
,
i
r
-!
:, -
j'"
...'
-, ~~
B. Principal Disbursements2
1. Real Estate maintenance
expenses, 21 June 1977
to 4 August 1978
a. Selin?grove Fuel
company; heating
oil:
26 September 1977
22 November 1977
15 January 1978
6 February 1978
14 March 1978
17 April 1978
48.04
35.95
131. 31
92.67
171.18
76.88
/
556.03
"
b. Pennsylvaqia Power
and Light; electric
bill:
28 August 1977
22 November 1977
15 January 1978
14 March. 1978
1 March 1978
27 June 1978
~ September 1978;
final bill
32.55
27.98
29.01
32.28
30.58.
15.81
13.36)
>
152'.56
t
- .
c. Borough of Selinsgrove;
water an~ sewage bill: 17.55
.15" January. 1978
d. oil Heat Service;
14 March 1978; furnace 16.00
repairs
e. Scott Frost;
20 July 1978; Lawn work 20,.-00
;~ '2your Accountant was appointed guardian for Jean Elizabeth
'~ :Luck en 31 July ,1978. Possession' of the real prop~r,t~;(~liich,
'fbrmedthe only asset. of the estate was exclusively vested in
Jean Elizabeth Luck and William H. Luck on 21 June 1977, the
date of death of Kathryn E. Luck, one of the joint, tenants (see
footnote 1 and the attached Exhibit "A"). The exp'enses listed
under principal Disbursements (1) - (3) were made from,;the s'eparate
iflinds of w,iiiicim H, Luck prior to his appointment"'cli3 gUard-fan',
'for the.most.,part. This was done since the guar(han"'s,e~,tate'
"contained nb liquid assets. Since the expenses her~in 'apcounted
for were directly related to the maintenance and;:~p15e,epUd:f:::the
real estatE!, , to the benefit of both Jean Elizab'eth\'I;tlc~':fiind'.' ..
William ijf' \Luck, they are being ~~cluded in the, Acc6,j,iit':' i:I1::,this
time. ' ,
-:
,
l,,""'R
",
D2 PAGE '7a.;
',..
- 2 -
j
I
,
,I
i
J
I
,
I
l
'J
,
i
,
i
I
,
I
,
,
l
,
,
I
I
I
l
j
\ c
,
'"
<,
,
tJ
2. Real Estate Taxes
11 March 1978; tax collector
3. Ins.urance
29 June 1978; Erie Insurance
Exchange; Homeowners' insurance
,~ .
4. Administrative Expenses
a. 31 January 1978; Sheriff;
service of guardian petition 15.55
b. 25 March 1978; Register of
Wills; costs of guardian
petition 10.00
c. 2 August 1978; Sheriff;
service of guardian petition 15.25
d. 3 August 1978; Register of
Wills; petition costs 12.00
e. 22 September 1978; Register
of Wills; preparation of
certified copy of order
appointing guardian to
facilitate Social Security
Administration payments 3.00
~. Register of Wills; Account
filing fee 35.00
g. Samuel L. Andes, Esquire;
attorney fee for guardian
proceedings, 400.00
Total Principal Disbursementsi
II. ,. Income.
A. Receipts
1. Garage rental payments;
14 March 1978
Total Income Rec~~pts
Disbursements
.B..
.
None.
90.37
68.00
.
'490.80
.$1,411.31
6.00
$6.00
3Th~ paymeI'7tsmade and accounted for under Principal.D~sbursement
,{J;),..(3 ) are being ch<irge<;l equally against the distri~u1;;i,ve'share's
of, Jea,nE:lizabeth Luck aiid William H. Luck. The adiniriis,!<rative .
.expenses ,h0W~ver, ilre s91ely expenses. of the guardian's"estate
and ,are being charged against the guardian's distributive share
alone. This is morefu11y set forth in the Proposed Schedule
of Distribution filed herewith.
t."~f.'~2 l'i,CE 736
- 3 -
I
,
I
I
i
I
,
"
<-
"
~
RECAPITULATION
1. 'Principal
B. Total Disbursements
28 , 047.13
1,411.31
I
,
,A. ,Total Receipts
Net Principal
26,635.82,
I
I
I
j
\
!
t
II. Inccme
A. Total Recipts
6.00
B. Total Disbursements
0.00
Net Income
6.00
1
Balance Available for Distribution
$26,641.82
.,' r" '.
,,.,,, ~~ ',;:_. I' , ~.\
;A,?~ //::::~",,:,
,'", ,. :.
,," 'I,,:~
"l"'-,
"
.....
,.... .....f
" ,
?1'," _
'I: _,:: 1,' ~_" .
., "
;;)f't7a~~);yL1~
Wi liam H. Luck '
Guardian of the Estate of
Jean Elizabeth Luck, An
Inccmpetent
I
I
i
!
I
I
iJ
I
;1
:I
.'
, .
',~;. .,
j'
iI'
,1.
Li~tP. 02. Pi,Gi:: 73'7
I
,
L
- 4 -
, , '
-.,_->-_r.__.___.. __~
1
.'
,
i"
'.
~~
~
y.
j
J
,
j
i
COMMoNwEALTH OF PENNSYLVANIA
)
( SS.:
)
j
:',;';. " ' G:OUN'I'Y'..OF' CUMBE$LAND
WILLIAM H. LUCK, being duly sworn according to law, deposes
,
j
1
l
,
I
t
I
j
" '
and says that he is the Guardian of the Estate of Jean Elizabeth
,Luck, an incompetent, and that the facts set forth in the foregoin
, Account. are true and correct to toe best 'of his knowiedge,
iriforiti~;oion, and belief.
~I;'0~_A )",J.I
William H. Luck
. ;. ~II' 1/_'.1
'. ,'i" '/,:,: t.~m",~e.,Cind. sUbscribed
" ,"SC.;ji~ r):?:MOJ:~;\i!le, thJ.s.)~ th day
<::rtiJ~~ :\~~((&',:.:"~,~ .' ,1978.
',I,'M.;'""."," ",;:..,.\)"."'(.5.\,,
< i :i4'" ,<:;. "...~,.y. .<;,'(,) , '.'
,I.,,:ffi)~;>~. .~{~ ,~rt~'::':.~'~ _' ~ -'.
.... _.f}j\~, )'j'-) , ""I!.i:" '\.... .,'.....; ~
, ,~j'?t\;'." '!~':'i ,',.~. : ~. .
. .,..... ."'.... -', ~, 'i~ ,"'_
...... -{I . _ y. '....,..
"":" . )-, ..,0,)1:"""(:"
.", . ~\ ro;,~, ~,
" ".,,\.", ,. >,' LOU A ZITTO, Nota~ Public
I, ,.\H"l~':' . 1
Umayne, Cumberland County, Pa.
M;' Commission Expires March 20, 1982
.~-. . ~'''6/;~'i.
" ,
. ,,,,
-." ~,.
"
'....
\
r
I
!
!
I
,
.
I
.j.
,', ;.;
"
,
r
I
I
UiJER 02 FACE '738
I
I
t_ _,. -.,.,.........__ ......:..""'"' __. ~~~.
. .... .,.,
~::)!\;'Ti~~:;f:,:~e;. ,;'
,"l;,:~:
~h.," .",
r:vr,'."'. -,
6~'
1',:, .
~.'
;';,'
. "')jf{tl~t,~~t~ih lot 'or. tract of qro\1nd Situate inthe;~i~J~:;~':':i'~ .,,7H1:>:,
" .' segl1!i9roV'e,'~~i\t*."of'...sn~8r~d.CQmi!Ionwe&1th. of' Penillly~,.~1.' _ '..:if .\:':',';';;.i~'
8&ia .'beipg Lbt:~O., .4 of P~aI1 No.2 and. 2J\ as shbwnontM p~ot,of.q. ;1 '~<":.,
lotB'ofWa.qen.eUer'. AdditiOn. to theBOroughofSelin'~.i' Pail";',:" ,., I"t
,8 y. 1. va'.n..,.~,,:a.).:wh...i.c:h"':."P.l. O. t.'c:i,f... lotS.'. i 8 recor.dedi. n . the. Re....CO. r. ...d.,...~'.':II. ........01. .......' 1....,~..:Of.:.i'I..' ........",.'.';'.'.:
SnYder: '::~~1:y~t;, J:Ii~dlebu~ ' Pennsylvania, inDeed ~~i~:J, ;'II4r,.~C>>"1 ..:",,"!,
iY' '. I"~ .,and,i~Mia~l'llU\.O~1I BoOk 16 Paqe 554 and isbounded~'i"~'~~~:!.'./:<,,i'.';'
;:',: ..J, ,,'to':~;y~1:S~:;g1~';:7t,~I,~~>,.::...,...,..... '< ... .... ........ ,..,'.' '. ..... '.: ........,,':.,~>\:I',).>,:l;.:~,~:,~J;j)*J.;:
" " '" ',;*',,~,;:,,:QIl"'.:~,~r:~iby,.P..nn Stree~'onth. Bast by ~~.,,~~t.';"""(:"Ti""'>i"{'\
'.Iii' ,'J""""'~"""';';"'~""""'-"""'b""""'t"N '. '3'--.0 ...the W t b .,20........... ......"",d.J"
:';I.,i,.,.".'.~.'.,.,',.,J:....." )L. ':' ";,;,1:;';:,:~~t~ti'a:i:~l ~'U~f.e~"'i::~dth . onetiran y~a~:;~...Z~~.<:Q'" .
: .. ":1: ". "':l"'i\''iX'td'41ft9{',b.''fC;th.~wUthi50 fee.t.... tc> S&1d2. 0!tooti4:i.iAl, '. . .......'.'.J. """';;',"
:\2" .; \../ .wheecm:b::eoted,a:tWo-ilto . ftue dwell~~..':"\f_;,:;'i "\:i:,X~, .
Wi;: .~.. '. ";":"':~';9'~It:.fliliid:':f*'OUtblllJ.dlq:r . ". .... '" '",,,:;,,,,r';,:,f:;;,,,,.,,~.~t';;'::i\ ':''t;~~
~!!:i:;: .... Jt;:,~:~~:;":i~~1,f:!':r!~~"d" ~~{~~,'~Jl~'~'1: '.' .~...'. I.: .r.uQIt, . and '.Ita. "';/.':i~;:":;;~;:' ':"';';';(;'!~, :'}l\,~)i\'f~. . .
l~r"J"'tk1 ""," "",' ~v'''''." ". "If..'~'"~"__;'~lO:l'n "'ci'~.'llfi~i;~ \%
.':: ,I ~<<~f:i':;~~,
, ,', if~t~,~. ~.'~.,',.,.
j,;/.
,.'
"
'.'. .
'0,;
. <,'
.,'
PINNA..otlD-FlE 8lMPLI
rr-... _ -...t. L
... .- ......
......... -ell
III .........,.
.....,:m.....~.. ....
"-". ',',
,;""
r
..... -.
!
Ii
r
,
.' . .! ~
.. 1111' /6 1'A d~ 01
In 1111 YNlIlI..teen .1tu"'NII MIl sixty-nine (1969).
~,n KATHRYN ESTHER LUCK, WidOW, 520 North Orange Street,
$elj,n&9i'ove, Snyder County, 1>ennllylvania, Grantor and puty of the
first:' Pi~t,. .
May
,
I
"
:'j.
AND
-
.,!, :\.."
KATHRYN ESTHER LUCK, Widow, 520 North Orange Street, SdinSgrov.,
SnyderCOUDty,pennaylvania, WILLIAM HENRY LUCK, R.D.'5 Nechanicll-
bu'tg,Penn.ylvaniA,' KATHRYN ESTHER LUCK, AS GUARDXAN PORJBAN
~LUABB~LUCJC, Selinllgrov., Pennsylvania, Joint Tenant. with the
right of 8UJ:'Vivorahip and not a8 tenants in common, Grant.ell and
parties .
, I
',i
. . ~.
. I
.',
.; .' . ~,t. I ~ .
",
. ", '1~:1.,
....,.,.
..;.. !",','
" :
-'.,.; .-.'.:: ,,~.
'i
.!
'j
I
.,
.(.
. ~ . .' ....: ":'. . , .
it'u.N<;;':~.WftiUljab, n..t ".. MId":" y (II""Iht".", l'1und III .. '"f 'Iii,.'
11...<<. 'OJ\eDOllar($l.OO.) And othEE'gOOd and valuable'
i: .~O:,,~;~~!~~~~~~;~,~. '. . . .'. . .'. .....; . . .
"
,
"J
. "
.:i,'
.;i.
,.
,
i.
. '.(;1
- ' '.. I'
""~r
. ~i... laiIlII~.:(IIu.. VrWied... 01:' ~. ." iInd tNI, JMld bJo ".. ..., .e.<:;I'
ol"',",ai4".HIO~~;ijn y..... . (II u.'" ".",.1 arid w-"....~.,,;;.,r-~\
iol:~p,~".,.o.Ipt"IwwoI.~""_W"', . have'.rl\.NItI....\, :,
110M, -.';"~'..lIwtt.i4i ~"lIrti ...,.,.,., _,,~. MIl bJo".. ,wI.. .... . .~....,..". A
....:..,,;~'tti/JeoII. ,..rlf;. -.., MIl _A~ ...thell.llI"." ie801".. .....,.;, tbe.lI:.,. '"
lhiib.-.f: !Ifta., . .....:.. '. ..... '. ..... '. .'. '. ,f
..:-',:;
;",.,
" ,~
"
j .-
-''''.
......,-
'. i'
;'.'
lIogrtber wilh all ",kJ ,ill/ltllar 1M te_tlte. Mredit_IIt. and appurte_ Co ,,,. _ lit.
10II4in4. Of. in llIlJ'lI'i- Itp~"lIinill~. IUtII tM tennion IUtII leve,aiona, ,.mllindu .,., --A.... ....
i_"ndplO/jleIM'eoI; 2Inb allo lII/tM.."Ie, ri~, title, i,.,._I, 1'10""", ohtha.~ 1rV"IlI'
. ' ,
what_,..." both In 1_ IUtII equity, 01 tM Mid party 01 the tlrat part. 01, in, to IN out 01 lite ..., 11ft-
mier.. art<J eve,y part and parcel thereol.
Clo ba~e anb to bolb lhe Mid p,emi_, with all and ,in4ul.r the appurteMnDei, unto lite
.,.;d pall iea 01 tN seCond part, their heirs and lIIIli~na, to IUtII lor the only ptO,)., ... Itnd
behoOf o/MidP",1 iea 01 tM aecond part, theirhei,. and a,.i~ns lottJver.
'I
I
,.
,; ~nb the ""id party of the firs t part, her,
Min, lJJ:ocutors. and ""mini,tll.tO,., do ea by these presents. covenant, ~r.nt IUtII It4tN to IUtII ",ilia
the said part iea 01 the.aecond part, their heirs and "ssiAns, that ahe the Mid
party of .the first part, her
heirs, a" IUtII si,jAu/ar the I..redit_nts and premises herein IIbove described and ~r""ted, 0' mentioned
and intended 40 to be, with t/vi appurtenance. unto the .aid part les 01 the eeCond partJ their
heil'll rirlttMsi~ns, a~lIinst t.he ,aid part Y .01 the lir.t part and her heI,.,and q"li.I 11I/ IUtII
every other .,.;.rllOn or ~tIDTI., whQmsoever, lawlu//y cJalmin~ or to clllim the ...me'0I ""Y In theftol,
.hail and will, by theN ",..nts, Warrant IInb
foreber bdent!.
In blitne1515bllJeteof. the .,.;dp.rI'J 01 1M lir,t part hilS hereunto'" her
hand ,and ., , lhe day and year firsl written do.ve.
"
"
~Pril. ....I.~ ...~ IfIl..RilIll lip ,......" p( ~. J ' 'j
..~..,.... ..AiL~~~~-,e\ Ii
4...................,..................................................l...e
I
..........m ...............................................J.~"!I,!,'
.' . I' ',' '.
.......'...:'....'......"....................:..................:.....,....Q.!\.
I:
.1.
, '. ' . '. . , 4:ertificatt of llt15ibmce . . .
I.;, he t8by oerli,' :/ythat. the precise reeJdenti?1 the ~rantee~tein i', as 1oIkiIft., , .
Kathryn Eather Luck, 520 N. Oranqe St., ~ ". . a.,
Selinll9rove. ' ............... . .,.. Ao"h .
. .. AHemrr Or AMrtrI "."" .
, CIlllllPlim-altJr'" IJtaUIJIIllitdll }
.' '. . " ,,' ..., Snyder " ..
~.., . .' ....-. . .....- .
. .' . .Onthli,the / ~ t:I1 day 01 '"1~ 1~, belore me
tlte unde,.i~ OIIicer, perSOita/ly appeared Kathryn Eather Luck
';
"
I
:,
It
II
. ~ I
I'
l
,I
"
i
I
,
,.
;".
.:i
.
,
.,
,
i'.
I, '..b1otm. tcnDe.(ot NtiatllCiorily ptoVfIII) 10 ". the"",.".
',I:'.
~ .uNn iDItiuiDeni, andllClcttOtirled~t"" ' .he
:),
~'_ ~ : Lli lll''lid., ~ ;...~.
~1f:>:,'(U'1;-;.'I~;+?.t" ',,~lisif naUO", i 11m ~ -11I7 "'~~fd.C1_
Vi,I 1 . 9"
r ~ 'n I
~" ' '-\ . ... - ",,,.&".I!
",...:. ,.:i , . , ' JO ""n_, ,,'
~.~.j';,?, .,i~:f\:\~~;;_iii'::\~"" .tr;); ,..>.... M~4d:~~-._~"~.t.
~. ....~+. . ..-'~ '> .. ~ . ..
whoee _is
~IIte'_1fIit
..'t,.
. . , .
..'. .&tXW'110~('F239
..' ~"m~;~~~*i~b...
..,J
'~~it~~~'f ~f';" .
:-t:f:.."" r,>
...' ~I.~..,.:.._' :-;
:'-. ";
, I~, \ ' "" ;.",. ,.
\\p.,.\.: I
i'1'1'~".' ~...t.,~'" i1"",
'\ ..
'\ '
I .' .\. ~
. I . .... ~:..l.;
. . . \
It.' ~..
'0,1,' 'l'u','
.f .................
, .
q
\ \
\
I;
. .
.
\
I
-+-~_ _ . \ i
. ! I' \
'~, ,I I'i'
I ' "11
-' 'I ~" ,. -. tt .. ... -.... ".,.,.., I..
, \ I ,,;' T'
8t~ ~ I "I \. :. ' ',.~~.; \ Oll '011.
I' uf 'I. ~.... ". ., ~ .... ,. ~ ~ IOfIIOIlD u,
. I I '
'. i".~ ';::;:;:' .., -Ciii....~-- p :
,1 ,.
, i I \
I
\ ' ,...
!'l U' \'\
"i ' !,
lil'l'&\ \~ i \ 1 .'
:,i\~tl~ . ,,.
.. .. 'I
';. .5:.' \ ~ ; a;'.'.':'
I ' "1"'"
" ~ i .' ,',
R' 1 . "\ "",'l,'~'"
, "
I
t'
MIl
.-a
.
.\',
!\
69,'
I ' . \
1\
'I :
1\ '\ I
k. i
,i
\V \
, li, " \
'I
I\,
Y
;1'1
'\i
, "
I
, \
\
"
,
\
, .
\
II \
'\
!
\' I
'.1 l'
'I \
\ if
\' '~'
..,
.
I.
. ,
\'.
"
,
I,
I JI
\ to,\,
"
1\
,
\ ' \
': ' .' \ I
,:(~~'
l' . ,1" ll"
'. \ I \ \: \" II .
IIi
.
t ...,
I .,
,I'
i.;
~ , "
i
,I
....._.. ~4I
~
"
1\.
t.
.'
\
,.
I
;
;,., .
I,'
t..,:
l" '.
f!",,~
r:~'
,I,
,~...-
'\ ~;
.
\
,:"
.
\,
l~ l'
,
.'
\ ~ I
\" '
.t"f"
'f\..
:'1'
.....I...~
\~
,
\
. i l
" '
.f "
','. "
t;4