HomeMy WebLinkAbout10-10-78
".
IN TIlE COURT OF mMlN PLEAS OF COMBERLAND COUN'IY, PENNSYLVANIA
ORPHANS' CXJURr DIVISION
IN TIlE ESTATE OF EVELYN J. LACKEY, LATE OF TIlE OOROUGH OF CARLISLE
SCHEDULE OF PROIQSED DISI'RIBUTIOO
Balance for distribution as per First and Final Account filed
September 8, 1978
lL 14.411.04
DISI'RIBUrIOO :
To Clyde A. Lackey and Rebecca J. Lackey
Cash
1/3 Interest in Real Estate located 535 Sumnit
Drive, Carlisle, Penna.
411. 04
14,000.00
$ 14.411.04
STATEMENT OF TIlE REASONS FOR TIlE PROPOSED DISI'RIBUTIOO
The above distribution is proposed in acco )with the Last Will and Testament
of Evelyn J. Lackey, late of the Borough of Carli/)" ~ eouna Pennsylvania.
tJ/ . ~tttv.~~~~ ~
De is C. Caverly, Senior V'ce President
and Trust Officer
CXl.1MJNWEAL'llI OF PENNSYLVANIA:
COUN'IY OF COMBERLAND
Dennis C. Caverly, being duly sworn according to law, deposes and says that
he is Senior Vice President and Trust Officer of Fanners Trust O:mpany, the
Accountant in the Estate above named, and that the f ~ set forth in the Stateroont
of tbe """""" f~ tbe ""'posed Di"'ributioo = (v~
Denn s C. Caverly, Senior ce President
and Trust Officer
Sworn and SUbscri~ to
before Ire this :? i
day of September, 1978.
0~?lfl J 0 L(J!d?~j}j
.
","~~~'L'u";;"'"", ReAS A A~RIGHT. NOTARY PUBLIC
. \';'".;':: " :' I G > ~~Hl;Sl[ BORO ClIM8i~l.A~~ ~~U~~;'2
(...-. . "'-./ .......r: MY COMMISSiON [;(P;\I ,~_"L l. r.f "-1"'~"CS
. ....-7:~,.. " -~ Mf:"1;\kf, [)I~I)r,:,yi'..';l;i:J ;",:.~t,('w;n ' 1\,'"
'_' " (~ :2. ; L" _
-' ,:"-
: ,'/
. ,.-
. ;. _.l ;'
....~:).. .~~~>
",,' ::..' r;- ;';i "",
",..."'..:".......
um
or; ",f"
U~ li,'~'.
~.,-V)
V,(...'{p
'.
CXXJRT OF cn.1MON PLEAS OF CUMBERLAND CUJNTY,
PENNSYLVANIA ORPHANS' CXXJRT DIVISION
FSrATE OF EVELYN J. IACKEY,
Late of the Borough of Carlisle
FIRSI' AND FINAL ACCDUNr OF
FARMERS TRUSl' cx:MPANY, EXEL'U'IOR
Date of Death: January 22, 1978
Letters Granted: February 27, 1978
First Canp1ete Advertisement of Grant of Letters: March 31, 1978
Account Stated to September 8, 1978
SUMMARY & INDEX
Pages
PRINCIPAL
Receipts
Less Disbursements
2
2
24,663.57
9,164.61
15,498.96
1,087.92
Distributions to Beneficiaries
3
Principal Balance Remaining
$ 14,411.04
INcn.1E
Receipts
Disbursements
3
3
.00
.00
Income Balance Remaining .00
Canbined Balance Remaining $ 14.411.04
Li6cH 92 I':,c' 319
---
CDMroSITION OF NEr BALANCES
PRINCIPAL
Cash
1/3 Interest in Real Estate, 535 Sunmit Drive, Carlisle, Penna.
'IUrAL PRINCIPAL
INCUAE
None
PRINCIPAL RECEIPTS
Inventory Filed
6/28/78 Per O:>py of Inventory attached
Subsequent Receipts
4/18/78 Rebecca Lackey, proceeds Nationwide Life Insurance 0:>.
to meet expenses of estate 612.69
4/18/78 Rebecca Lackey, proceeds Equitable Assurance Society
of the U.S. to lIEet expenses of estate 1,898.54
4/18/78 Clyde A. Lackey, proceeds Nationwide Life Insurance 0:>.
to meet expenses of estate 612.69
8/7/78 Clyde A. Lackey, cash to pay FarIJErs Trust 0:>. Note
of Evelyn J. Lackey 2,109 . 34
8/17/78 Lump Sum Death Benefits 255.00
'Ibtal Principal Receipts
PRINCIPAL DISBURSEMEN'IS
3/3/78
3/6/78
Register of Wills, Letters Testamentary
Cumberland Law Journal, advertising Letters Testamentary
The Evening Sentinel, advertising Letters Testamentary
FarIJErs Trust 0:>., March note payIJEnt
B-H Agency, real estate appraisal
FarIJErs Trust 0:>., April note payIJEnt
Masland Associates, Inc., professional services
Allan Mira, M.D., professional services
4/10/78 O:>IIm::mwealth of Penna., 1977 State Incane Tax due
Register of Wills, Short Certificates
Hoffman Funeral HoIJE, funeral expenses
FarIJErs Trust 0:>., May note payIJEnt
Register of Wills, Penna. Inheritance Tax in full
Register of Wills, filing Inventory and Debts & Deductions
Notary fees
FarIJErs Trust 0:>.,
7/7/78 FarIJErs Trust 0:>.,
7/28/78 Register of Wills,
8/7/78 FarIJErs Trust 0:>.,
Reserved :
James R. HUllEr, Esquire, attorney fee
FarIJErs Trust 0:>., crnrnission
Closing and Filing O:>sts
3/7/78
3/22/78
. 4/4/78
4/18/78
5/3/78
6/28/78
June note payIJEnt
July note payIJEnt
Short Certificate
balance due note
Total Principal Disbursements
2
:::l~ 92 P,II;F ,120
----
"
411. 04
14,000.00
$ 14.411.04
19,175.31
5,488.26
$ 24.663.57
23.00
18.00
16.65
74.66
50.00
74.66
1,215.00
30.00
1.00
2.00
1,837.00
74,66
1,728.32
6.00
4.00
74.66
74.66
1.00
2,109.34
500.00
1,000.00
250.00
L-9. 164. 61
"
PRINCIPAL DIffi'RIBOTIOOS 'TO BENEFICIARIES
7/14/78 Distributed In Kind to Clyde A. and Rebecca Lackey, 1/3
interest in Household checking account, Fanners Trust Co.
Distributed In Kind to Clyde A. and Rebecca Lackey, 1/3
interest in HOusehold Furnishings
87.92
Total Principal Distributions
1,000.00
$ 1.087.92
INffi1E RECEIPTS
None
INCDME DISBURSEMENTS
None
CDMrImWEAL'IH OF PENNSYLVANIA:
CDUNTY OF CUMBERLAND
Dennis C. Caverly, Senior Vice President and Trust Officer, Fanners Trust Canpany,
being duly sworn according to law, deposes and says that the Account as stated is
true and correct and that the Grant of Letters and the first canplete advertisanent
thereof occurred IIDre than four (4) IIDnths befor 'fhe filing of the Account.
is C. Caverly, Sen1 Vice President
and Trust Officer
Sworn to and Subscribed
before me this '1f Ii.- day
of September, 1978.
0UUMQ.4
DORCAS A ALBRIGHT, NOTARY PUBliC
CARLISLE BORO, CUMOERlANO COUNTY
MY COMMISSION EXPIRES {,UO. 16. 1982
M2rf,bcr, PennsYlvania ;,s::.ociation of Notaries
3
um 92 p,ie" 321
.............