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HomeMy WebLinkAbout07-27-79 (2) LAW OFFICES SNELBAKER. McCAL.EB 8t EL.ICKER II I STATEMENT OF PROPOSED DISTRIBUTION BY HARRY M. KLINE, EXECUTOR UNDER THE LAST WILL AND TESTAMENT OF AARON L. RUNK, LATE OF HAMPDEN TOWNSHIP, CUMBERLAND COUNTY, PENNSYLVANIA, DECEASED HARRY M. KLINE, Executor of the Last Will and Testament of Aaron L. Runk, Deceased, proposes to distribute the balance in his hands, to wit: $242,173.76, in accordance with the said Last Will and Testament as heretofore filed in the Office of the Register of Wills of Cumberland County, Pennsylvania, as follows: 1. TO: PAUL GILROY, four per centum (4%) of the residue, per Item Third A of said Will: Cash $ 9,686.95 2. TO: SHIRLEY LINDLEY, five per centum (5%) of the residue, per Item Third B of said Will: Cash 12,108.69 3. TO: PAUL SPRINGER, eleven per centum (11%) of the residue, per Item Third C of said Will: Cash 26,639.11 4. TO: CECELIA SPRINGER ZIMMERMAN, six per centum (6%) of the residue, per Item Third D, of s aid Will: Cash 14,530.43 5. TO: DORIS IRELAND, three per centum (3%) of the residue, per Item Third E of said Will: Cash 7,265.21 6. TO: WILLIAM R. HOLLINGER, two per centum (2%) of the residue, per Item Third F of said Will: Cash 4,843.48 7. TO: ESTATE OF RICHARD E. FUNK, DECEASED, three per centum (3%) of the residue, per Item Third G of said Will: Cash 7,265.21 8. TO: PATRICIA IRELAND WESTWOOD, three per centum (3%) of the res idue, per Item Third H of said Will: Cash 7,265.21 9. TO: WILLIAM IRELAND, three per centum (3%) of the residue, per Item Third I of said Will: Cash 7,265.21 10. TO: HAROLD LEE IRELAND, seven per centum (7%) of the residue, per Item Third J of said Will: Cash 16,952.16 11. TO: FREDERICK J. BITNER, three per centum (3%) of the residue, per Item Third K of said Will: Cash 7,265.21 llOLR ('A f .c ~~~C _ ~ i<I,~_ ..Ut, 12. TO: HARRY M. KLINE, twelve per centum (12%) of the residue, per Item Third L of said Will: Cash 29,060.86 13. TO: JERRY JACKSON, thirty per centum (30%) of the residue, per Item Third M of said Will: Cash 72,652.13 14. TO: MERVIN IRELAND, three per centum (3%) of the residue, per Item Third N of said Will: Cash 7,265.21 15. TO: CHARLOTTE R. SHOWERS, five per centum (5%) of the residue, per Item Third 0 of said Will: ($12,108.69) Cash Cancellation of indebtedness due decedent (See Item 35 of Inventory) 11,108.69 1,000.00 $242,173.76 WHEREFORE, the said HARRY M. KLINE, Executor as aforesaid, respectfully proposes to distribute the net balance of said Estate as stated above. li~. tfin(~ (Executor) COMMONWEALTH OF PENNSYLVANIA ) SS. COUNTY OF CUMBERLAND ) HARRY M. KLINE, being duly sworn according to law, deposes and says: that he is the Executor of the Last Will and Testament of Aaron L. Runk, Deceased; that the facts set forth in the foregoing Statement of Propose Distribution are true and correct to the best of his knowledge, information and belief. bl: II (l a~ \Jt t:.f!iA'LR..- Harr . . Kllne Sworn to and subscribed before me ;;':';':f.:'j;d/~~, ..this .,?~ d day of aJ~, 1979. ...\.'" ,- ....lfl ". l,... '.. .F '10 .' "~'C.lt 7> -. .. y ..:,.'<.:>" - (/ "',' <. ,----7 --=~ j........~ . .;:~~ <..- ~;""::;' :-..~- i .:~ ~.. uc ~.ud./.'J_Jl c;::;-. :A~"~ ;:::",'.:) .'()- ;{:]l Notary Public '~... ,~. '.:...:/ : CATHARINE L BOUSUM, NOTARY PUBLIC "':."~ !!liS:..".? IV:ECfW,ICSDURG BOROUGH . ~'h~'.' _. CUiv1BL:RLAND COUNTY IV,)'" .,1").....\ - ,/" I /,;' 1\"> M\' ('.(lMMi~;SI()~. fXPli7rs FEB. 27, 1982 ",,,>.,,.,,,,,.,- J..AW OFFICES SNELBAKER. McCALEB a ELICKER -2- ti~l~ ~)4 f"X 367 FIRST AND FINAL ACCOUNT OF HARRY M. KLINE, EXECUTOR UNDER THE LAST WILL AND TESTAMENT OF AARON L. RUNK, LATE OF HAMPDEN TOWNSHIP, CUMBERLAND COUNTY, PENNSYLVANIA, DECEASED HARRY M. KLINE, Executor as aforesaid and Accountant herein, avers as follows: DATE OF DECEDENT'S DEATH: DATE LETTERS TESTAMENTARY ISSUED: LETTERS WERE ADVERTISED AS FOLLOWS: West Shore Times Cumberland Law Journal February 7, 1978 February 14, 1978 February 23, March 2, 9, 1978 March 3,10,17,1978 PERSONALTY - PRINCIPAL ACCOUNT DEBITS The Accountant charges himself 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 Cumberland County, Pennsylvania: $253,630.57 The Accountant charges himself with receipt of the following additional items of personalty principal: 1. Premium refund: Ray E. Hutter, Inc. TOTAL, PERSONALTY, PRINCIPAL ACCOUNT, DEBITS: PRINCIPAL CONVERSIONS INTO CASH 10/10/78 50 shares, common, Inventoried at Account value American Can Company 1,825.00 1,885.37 10/10/78 500 shares, common, Inventoried at Account value La Barge, Inc. 1,093.75 1,296.05 10/10/78 100 shares, common, and Gas Company Inventories at Account value Public Service Electric 2,268.75 2,293.16 10/10/78 100 shares, common, Inventoried at Account value Rockwell International 2,968.75 3,540.54 10/10/78 100 shares, common, Inventoried at Account value Sealectro Corporation 375.00 733.61 LAW OFFIC.ES SNELBAKER. McCALEB 8: ELICKER L;UlR 84 1",[ J5i6 d 145.00 $253,775.57 Gain Loss 60.37 202.30 2'+.41 571. 79 358.61 LAW OFFICE6 SNELBAKER. McCALEB Be ELICKER 10/16/78 100 shares, f:ommon, Gas System Inventoried at Account value The Columbia 2,812.50 2,749.64 10/16/78 60 shares, common, Permo Gas & Oil Limited Inventoried at Account value No Value 12.93 10/17/78 500 shares, $1.40 preference, Public Service Electric and Gas Company Invent0ried at 7,937.50 Account value ~7~~~85 10/17/78 200 shares, Class A preferred, The Susquehanna Corporation Inventoried at 2,550.00 Account value 2,473.44 7/17/79 200 shares, common, Inventoried at Acc0unt value Duquesne Light Company 3,662.50 2,915.52 7/17/79 100 shares, 4% preferred, Duquesne Light Company Inventoried at 2,375.00 Account value 1,923.69 7/17/79 100 shares, common, Light Company Inventoried at Account value Pennsylvania Power and 2,306.25 1,935.99 7/17/79 100 shares, 4.40% preferred, Pennsylvania Power and Light Company Inventoried at 5,100.00 Account value ~48.55 7/17/79 100 shares, 4.50% preferred, Pennsylvania Power and Light Company Inventoried at 5,125.00 Account valu<, ~28 ~ 7/17/79 50 shares, $8.40 preference, Pennsylvania Power and Light Company Inventoried at 4,725.00 Account value 3,926.77 -2- liJLR 84 f",[ 357 Gain 12.93 Loss 62.86 174.65 76.56 746.98 451. 31 370.26 851. 45 696.57 798.23 Gain 7/17/79 130 shares, $8.70 preference, Pennsylvania Power and Light Company Inventoried at 12,707.50 Account value 10,571.96 7/17/79 600 shares, common, Power Company Inventoried at Account value Potomac Electric 9,187.50 7,756.53 7/17/79 100 shares, 4.08% preferred, Public Service Electric and Gas Company Inventoried at 4,625.00 Account value 4,045.34 7/17/79 100 shares, 4.30% preferred, Public Service Electric and Gas Company Inventoried at 5,125.00 Account value 4,366.64 NET LOSS TRANSFERRED TO RECAPITULATION PERSONALTY - PRINCIPAL ACCOUNT ----CREDITS-- -- The Accountant claims credit for the payment of the follOlving items from personalty principal: /31/78 /31/78 /31/78 /31/78 /31/78 /31/78 /31/78 /31/78 / 6/78 / 6/78 /26/78 /26/78 / 2/78 / 2/78 LAW OFFICES SNELBAKER. McCALEB B: ELICKER / 1/78 / 1/78 / 2/78 / 2/78 /2(,/78 /26/78 Internal Revenue Service: outstanding check $ Joseph Olivetti, D.D.S.: outstandcLng "heck Myers Funeral Home: funeral expenses West Shore Times: advertising executor's notice Pearl M. Heagy: homeowners insurance premiLllTI Joseph M. Olivetti, D.D.S.: professional services Bell of pennsylvania: account Boyd E. Diller, Inc.: account The Sico Company: account Penna. Power and Light Company: account Riverton Consolidated Water Company: account Medicare Equipment Center: account Hampden Township: sewer rental Bell of Pennsylvania: account Richard E. Andet'son, Register of Wills: payment on account of Pennsylvania Transfer Inheritance Tax (Note: payment of this sum at early date entitled executor to a credit or discount of $2,105.26) Harry M. Kline: reimbursement for lawn mower repair Penna. Power and Light Company: account Bell of Pennsylvania: account Terry Kline: mowing lawn William A. Blacksmith, D.O.: professional services Boyd E. Diller: account Bell of Pennsylvania: account -3- l,3[g ~;4 1M.': a~Jtj Loss 2,135.54 1,430.97 579.66 758.36 $7,902.99 3,596.00 150.00 3,737.40 16.75 128.00 130.00 14.32 10.50 167.61 45.55 8.33 14.00 40.00 21.18 40,000.00 7.37 41.78 7.84 40.00 15.00 10.50 18.44 LAW OFP"ICE6 SNEL8AKER. McCALE8 B: ELICKER 6/26/78 7/19/78 7/19/78 7/19/78 7/19/78 7/19/78 7/19/78 7/19/78 7/19/78 7/24/78 7/24/78 8/11/78 8/31/78 8/31/78 9/15/78 9/22/78 9/22/78 9/22/78 10/12/78 10/12/78 10/13/78 11/ 7/78 11/ 7/78 11/ 7/78 12/ 4/78 12/ 4/78 12/ 5/78 1/ 3/79 1/ 3/79 1/29/79 1/29/79 1/29/79 2/ 2/79 2/ 2/79 2/23/79 3/20/79 3/20/79 5/ 7/79 7/ 5/79 7/ 9/79 Riverton Consolidated Water Company: account George Haar, Auctioneer: reimbursement for advertisement of public sale Bell of Pennsylvania: account Hampden Township: sewer rental Terry Kline: mowing lawn and sale preparation Lou Massey: labor at sale Lester Hammaker: labor at sale James Florig: labor at sale Thurman Giffin: labor at sale Louise Nicholson: reimbursement for inspection of 1972 Ford Thunderbird automobile Penna. Power and Light Company: account Bell of Pennsylvania: final bill Harry M. Kline: reimbursement for paint Terry Kline: mowing lawn and painting Boyd E. Diller, Inc.: account Penna. Power and Light Company: account Rivert'cn Consolidated Water Company: account Daniel H. Bittinger: repair kitchen counter top Hampden T':JvJnship: se\.ver rental The Si"o Company: account Terry Kline: mowing lawn Richard E. And"rson, R("gister of Wills: filing fees Richard E. Anders"n, Register of WiLls: payment on account of pennsylvania Transfer Inheritance tax Internal Revenue Service: federal estate tax Penna. POIver and Light Company: account Boyd E. Diller, Inc.: account Mike Long: removal and storage of awnings Riverton Consolidated Water Company: account Hampden Township: sewer rental The Sico Company: account Penna. Power and Light Company: account Hutter Agency: fire insurance prerniwn Richard E. Anderson, Register of Wills: balance of pennsylvania Transfer Inheritance tax Hutter Agency: liability insurance premium Penna. Power and Light Company: account The Sico Company: account Riverton Consolidated Water Company: final bill Gingrich Memorials of Mechanicsburg: lettering Richard E. Anderson, Register of Wills: filing fee Snelbaker, McCaleb & Elicker: payment on account of attorneys' fee The Accountant reserves the following sums to be paid subsequent to the filing hereof: 1. Harry M. Kline: executor's commission 8.29 76.61 3.95 36.00 139.00 36.00 30.00 30.00 30.00 7.42 42.15 2.38 18.60 45.00 10.50 15.51 8.28 45.00 36.00 156.59 30.00 6.00 11,271.05 67,463.25 5.08 10.50 15.00 8.28 36.00 78.32 8.77 111. DO 16.55 64.00 4.13 139.42 7.27 30.00 5.00 7,000.00 11,899.00 2. Snelbaker, McCaleb & Elicker: attorneys' fee (balance) 12,832.00 3. Snelbaker, McCaleb & Elicker: reimbursement for costs advanced l,. Reserve for filing account, releases, notary fees and miscellaneous costs TOTAL, PERSONALTY, PRINCIPAL ACCOUNT, CREDITS: 96.50 250.00 $160,384.97 -4- liUIR ~4 fMU[ JSH LAW OFFICES SNELBAKER, McCALEB a: ELICKER II I II I PERSONALTY - INCOME ACCOUNT DEBITS The Accountant charges himself with receipt of the following items of income from personalty: Duquesne Light Company, Common Dividends received on 200 shares 1978 1979 Duquesne Light Company, 4% preferred Dividends received on 100 shares 1978 1979 American Can Company, Common Dividends received on 50 shares 1978 Public Service Electric and Gas Company, Common Dividends received on 100 shares 1978 Public Service Electric and Gas Company, $1.40 Preference Common Dividends received on 500 shares 1978 Public Service Electric and Gas Company, 4.08% Cumulative Preferred Dividends received on 100 shares 1978 1979 PLlblic Service Electric and Gas Company, 4.30% Cumulative Preferred Dividends received on 100 shares 1978 1979 The Columbia Gas System, Common Dividends received on 100 shares 1978 Potomac Electric Power Company, Common Dividends received on 600 shares 1978 1979 Rockwell International, Common Dividends received on 100 shares 1978 Pennsylvania Power and Light Company, Common Dividends received on 100 shares 1978 1979 -5- liai.1l 94 fM;C JGU $ 258.00 17 2.00 150.00 100.00 67.50 155.00 525.00 408.00 102.00 430.00 107.50 117.00 804.00 201. 00 165.00 144.00 99.00 LAW OFFICES Pennsylvania Power and Light Company, $8.70 Series, Preference Dividends received on 130 shares 1978 1979 Pennsylvania Power and Light Company, 4%:% Preferred Dividends received on 100 shares 1978 1979 Pennsylvania Power and Light Company, $8.40 Series, Preference Dividends received on 50 shares 1978 1979 Pennsylvania Power and Light Company, 4.40% Preferred Dividends received on 100 shares 1978 1979 LaBarge, Inc. , Common Dividends received on 500 shares 1978 The Susquehanna Corporation, Class A, Cumulative Preferred Dividends received on 200 shares 1978 Term Certificate Savings Account No. 002- 20-10199 , State Capital Savings Association 1978 Interest 1979 Interest Single Payment Savings Certificate No. W8068, Class V State Capital Savings Association 1978 Interest 1979 Interest Single Payment Savings Certificate No. W7 675, Class V State Capital Savings Association 1978 Interest 1979 Interest Savings Certificate No. 57265, Account No. 4-06-05726 Harris Savings Association 1978 Interest Savings Certificate No. 6691916, Cumberland Valley Savings and Loan Association 1978 Interest 1979 Interest Prestige Privilege Account No. 214-36139-5, First Federal Savings and Loan Association 1978 Interest 1979 Interest SNELBAKER. McCALEB & ELICKER -6- l,8lR D4 1;,,[ Jul 848.25 565.50 337.50 225.00 315.00 210.00 330.00 220.00 15.00 150.00 595.41 357.43 I, 1,190.83 714.86 I , 595.41 357.43 5 , 467.05 1,778.17 1,062.88 33.52 21. 01 LAW OFFICES SNEL8AKER. McCALEB Be ELICKER II Savings Certificate, Account No. 217-722425, First Federal Savings and Loan Association 1978 Interest 1979 Interest Savings Certificate, Account No. 217-016687, First Federal Savings and Loan Association 1978 Interest Savings Certificate, Account No. 217-205870, First Federal Savings and Loan Association 1978 Interest Certificate of Deposit No. 4705, The First Bank and Trust Company 1979 Interest TOTAL, PERSONALTY, INCOME ACCOUNT, DEBITS: PERSONALTY - INCOME ACCOUNT CREDITS The Accountant claims credit for the payment of the following items from personalty income: 2/23/79 pennsylvania Department of Revenue: 1978 Fiduciary Income Tax 2/23/79 Internal Revenue Service: 1978 Fiduciary Income Tax The Accountant reserves the following sum to be paid subsequent to the filing hereof: 1. Snelbaker, McCaleb & Elicker attorneys fee TOTAL, PERSONALTY, INCOME ACCOUNT, CREDITS: REAL ESTATE - PRINCIPAL ACCOUNT DEBITS The Accountant charges himself with receipt of the decedent's real estate as follows: 602.46 375.61 727.11 969.48 750.00 $17,819.91 419.64 4,873.00 891.00 $6,183.64 1. ALL that certain piece or parcel of land situated in Hampden Township, Cumberland County, Pennsylvania, having erected thereon a dwelling house known and numbered as 4300 Carlisle Pike, mare particularly described in Cumberland County Deed Book "R", Volume 19, Page 154. Proration of real estate taxes $ 61,500.00 131. 75 2. ALL that certain piece or parcel of land situated in Hampden Township, CLImber land County, Pennsylvania, improved with a restaurant building, being Lots Nos. 8 and 9 of Block "A", on that certain plan of lots known as Hampden Gardens, which plan is recorded in Cumberland County Plan Book No.4, Page 32. Subject to a lease between Aaron L. Runk (decedent herein) as landlord and Portsbeef Corporation as tenant, dated December 31, 1969 TOTAL, REAL ESTATE, PRINCIPAL ACCOUNT, DEBITS: -7- U~(R 9~t f;1';[ Jv2 79,500.00 $141,131.75 REAL ESTATE - PRINCIPAL ACCOUNT CREDITS The Accountant claims credit for the payment of the following items from decedent's real estate principal account: 4/21/78 5/ 2/78 8/31/78 9/26/78 3/ 2/79 3/ 2/79 3/ 2/79 3/ 2/79 Joseph McGraw, Inc.: real estate appraisal (lease agreement) Kathryn W. Fetrow, Treasurer: 1978 County and Township Real estate taxes Kathryn W. Fetrow, Treasurer: 1978 School Real Estate taxes Lester G. Connor: real estate appraisal (4300 Carlisle Pike) Recorder of Deeds of Cumberland County: 1% Realty Transfer Tax 450.00 170.40 453.47 100.00 615.00 Grandon Real Estate: real estate commission Great American Realty Company: real estate commission Stewart Title Company: notary and distribution fees TOTAL, REAL ESTATE, PRINCIPAL ACCOUNT, CREDITS: 2,177 .50 2,127.50 13.00 $6,106.87 REAL ESTATE - INCOME ACCOUNT DEBITS The Accountant charges himself with receipt of the following items of real estate income: Rental Income (Portsbeef Corporation) March 1978 to December 1978 January 1979 to June 1979 TOTAL, REAL ESTATE, INCOME ACCOUNT, DEBITS: 6,425.00 3,600.00 $10,025.00 REAL ESTATE - INCOME ACCOUNT CREDITS The Accountant claims credit for payment of the following items from real estate income: TOTAL, REAL ESTATE, INCOME ACCOUNT, CREDITS: LAW OFFICES 5NEL.BAKER, McCALEB & ELICKER NONE NONE -8- li~LR !J4 fi,.,[ J6"J RECAPITULATION I. PERSONALlY A. PRINCIPAL ACCOUNT Debits $253,775.57 Net Loss 7,902.99 Sub-Total 245,872.58 Credits 160,384.97 Balance 85,487 . 61 B. INCOME ACCOUNT Debits Credits Balance 17,819.91 6,183.64 11,636.27 C. NET BALANCE OF PERSONALlY 97,123.88 II. REAL ESTATE A. PRINCIPAL Debits Credits Balance ACCOUNT 141,131.75 6,106.87 135,024.88 B. INCOME ACCOUNT Debits Credits Balance 10,025.00 NONE 10,025.00 C. NET BALANCE OF REAL ESTATE 145,049.88 III. NET BALANCE OF ESTATE FOR DISTRIBUTION: $242,173.76 COMMONWEALTH OF PENNSYLVANIA ) COUNlY OF CUMBERLAND) SS. ,';)~! [~:~St/ . :' .....,,, 'HI/ . ,:,-:.~<....' ',Ao.- 1,,)" .':; , ~; (. ~ -;' '.~_~', \~ fJ' .f: ~~rn to and subscribed ,- ",'" .,v: :) .' J44 /..... ',' I -". ., +1/ ",?,i....'E;;:.,":.... , t:J''ns ~ day ~fi'2(\,~:i.._~:.[~~:\~~:;.: ,~~ /'? +/ . L.AW'C;FP1c!:i~'~'-' C ~~4/u...~ HARRY M. KLINE, being duly sworn according to law, deposes and says: that he is the Executor of the Estate of Aaron L. Runk, Deceased; that he is the Accountant herein; that the foregoing accounting is true and complete; that the attached list or schedule (*) contains the names, addresses and amounts due unpaid creditors having given notice of their claims; that the attached list or schedule (**) 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 his knowledge, information and belief. M CVVJ:j, \)1 t:€~0~U.- ry M. Kl1ne (Executor and Accountant) before me of ~ ... ~ 4::f.,.,uu. _ ~ / , 1979. SNELBAKER. McCAL.EB & ELICKER CATHARINE E. BOUSUM, NOTARY PUBLIC MECHANICSBURG BOROUGH CUMBERLAND COUNTY MY r:OMMI~Slfl'l FY~'''-''-' Fr-8 27, 1982 -9- LBlR 94 F;,u[ 364 I I I I I' I II ** I LAW OFFICES SNELBAKER. MCCALEB 8: ELICKER * UNPAID CREDITORS: NONE PERSONS INTERESTED IN DISTRIBUTION OF ESTATE: 1. Paul Gilroy, 207 Center Street, Greensburg, PA 15601 2. Shirley Lindley, 1619 North 47th Drive, Phoenix, Arizona 85035 3. Paul Springer, R. D. 2, Box 221, Benton, PA 17814 4. Cecelia Springer Zimmerman, 1304 Kelton Road, Camp Hill, PA 1701 5. Doris Ireland, P. O. Box 404, Mechanicsburg, PA 17055 6. William R. Hollinger, Spangler Apartments, South Filbert Street, Mechanicsburg, PA 17055 7. Estate of Richard E. Funk, 130 North Sporting Hill Road, Mechanicsburg, PA 17055 8. patricia Ireland Westwood, 2176 East Apollo, Tempe, Arizona 8528 9. William Ireland, 302 Main Street, Claysville, PA 15323 10. Harold Lee Ireland, Leiby's Park Way Lot 226, R. D. 10, Carlisle, PA 17013 11. Frederick J. Bitner, 141 St. John's Drive, Camp Hill, PA 17011 12. Harry M. Kline, 1510 Orr's Bridge Road, Mounted Route, Enola, PA 17025 13. Jerry Jackson, 203 Market Street, New Cumberland, PA 17070 14. Mervin Ireland, R. D. 7, Washington, PA 15301 15. Charlotte R. Showers, R. D. 10, Box 119, Carlisle, PA 17013 liJER ~H ;.(. I '1',)~ 365 -10-