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HomeMy WebLinkAbout10-26-78 IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION IN RE: ESTATE OF JOHN JACOBY, LATE OF THE BOROUGH OF CARLISLE, CUMBERLAND COUNTY, PENNSYLVANIA, DECEASED , STATEMENT OF PROPOSED DISTRIBUTION The Accountants herein propose to distribute the Estate in accordance with the terms of the last will and Testament attached hereto, as follows: TO MILDRED PAULINE JACOBY (Items previously distributed) Cash $ 5.00 South Bend closed face watch 1.00 Certificate of Deposit #AR1737 dated 11/2/71 2,030.00 certificate of Deposit #AR3603 dated 2/16/76 1,060.00 Certificate of Deposit #AR3992 dated 1/6/75 1,005.00 certificate of Deposit #109965 dated 1/7/75 10,051.04 TO ROBERT BLAINE JACOBY (Items previously distributed) Certificate of Deposit #AR3422 dated 10/3/75 $ 1,020.00 Certificate of Deposit #AR1736 dated 11/2/71 10,150.00 Certificate of Deposit #AR3993 dated 11/19/76 1,015.00 Cumberland Valley Cooperative, Inc., stock certificate #1902 20.00 TO RICHARD J. JACOBY (Items previously distributed) certificate of Deposit #AR3254 dated 6/20/75 $ 1,035.00 Certificate of Deposit #AR3994 dated 11/19/76 1,015.00 Carlisle Building & Loan Savings Certificate No. 380, dated 12/30/71 10,000.00 Total value of items previously distributed - $38,407.04 !.<~ 92 ti'Gf 557 .- ... ,. CASH BALANCE TO BE DISTRIBillED: $5,355.00 TO: MILDRED PAULINE JACOBY (1/3 share) - $ 1,785.00 TO: ROBERT BLAINE JACOBY (1/3 share) - 1,785.00 TO: RICHARD J. JACOBY (1/3 share) - 1,785.00 Total amount of Distribution - $43,762.04 7 . ',. I....~. ') ..' . '~. .- .-." . -.'.- <' . . / . . l/c (r"('("~.c1 I <",o:t>C<-.(L'7t:!' Mildred Pauline Jacoby /\ /; /!a('c(<~/ // './ " Robert Blaine JacQ y . I (T41wJ il I'a..c~! Richard J. c.taciy '7 -2- ,p. S2 Pi,ff 558 ... - , COMMONWEALTH CF PENNSYLVANIA) SS. COUNTY OF CUMBERLAND ) MILDRED PAULINE JACOBY, being duly sworn according to law, deposes and says that she is one of the Executors of the Estate of John Jacoby, and that the facts set forth in the foregoing proposed Schedule of Distribution are true to the best of the affiant's knowledge, information and belief. "-,"_ .,1 '-YI' I l/l . I' /,). /.... ,,/ Ic::Lt""v:e:e:. /'7~{:.{" /1",' Mildred Pauline Jacoby ~ /1 ";-7~; ("",c" // " ({ 7~ - ...... .' ..... ... ;~ I I~~;:' .'.: ". swolfi-!'Vt~ and. S~~ibed befor.e me th~s . ",.. day . .' J ~ .o"fQber 1978. . .".' .,~...t:~VA~-l. ~_ ;fEO!""~ NOTARY PUBLIC ~' " .'".- ~UT,~A~'~)TC" I;..~,-{I P, mA L CO'. ~ >;":'i." - "I:..) [x'h ~ " '1\ 1 L' :".""",,.." COMMONWEALTH OF PENNSYLVANIA) SS. COUNTY OF CUMBERLAND ) ROBERT BLAINE JACOBY, being duly sworn according to law, deposes and says that he is one of the Executors of the Estate of John Jacoby, and that the facts set forth in the foregoing proposed Schedule of Distrib~ion are true to the best of the affiant's knowledge, information and belief. ,.."..,...." " " . .... ~...~~~~~h\~ and SUbs,'2r ibed ;.......,:)=lefore.~ this '\':-\-' day ,','V';of october, 1978. . , - ""-'" - --.'" "" . <' -:;~\,~ ~. v u "'., ':\. "':~ .M>(-~o).i.!,\7~~'i;N [l<.PIRES AUG. "'"iQ:()MMC)NWEALTH OF PENNSYLVANIA) '''.;,,,',;,,,,,,' SS. COUNTY OF CUMBERLAND RICHARD J. JACOBY, being duly sworn according to law, deposes and says that he is one of the Executors of the Estate of John Jacoby, and that the facts set forth in the foregoing Proposed Schedule of Distribution are true to the best of the affiant's knowledge, information and belief. ""-''''', rfl~t~ t :J CL-u.-I:';, Richard J. J4C. obf/ Y c " .~ ". '. . ;' / . ". ., .... ,,'-'" ,. ....,. .._~.: / (/:~~'" ':'~'- , / ./Sworn ".to\and Subscribed ........ f'" - h.~\\\'Q.d ::.:; ';,i4e or-e: me; t ~o ~.,\ ay of .J ,-"""_ -. -..-. .';g:~~~~~r!~)\~~,"~\~~ . "SO'UTHM.;PEHJ T,_,,.:N::;'H1P. FRANKLIN CO. My COMMISSION [i,xPIRES AUG. 1a, 1* t ',;'R ~2 f'MT 559 :.- . . fEast 3lmiU UUll QT~!itam~nt I JOHN JACOBY of West Pennsboro TownshiP, Cumberland County, " , Pennsylvania, do make, publish and deolare this as and for my Last Will and Testament, hereby revoking any and all Wills heretofOre . made by me: 1. I direct that all of my property, real and personal exoept a set forth in paragraph 2, be oonverted into cash as soon. as conven- ient after my death and for this purpose I authorize and direct my hereinafter named executors to sell my property at either public or private sale for such price or prices as they deem reasonable. 2. I give and bequeath to my daughter Mildred Pauline Jacoby any of the household rurnishings, dishes, linens, etc. which are in my house located in west Pennsboro Township aforesaid, which she may desire to have for her own use. 3. All the rest, resiaue and remainder of my estate, real, per- sonal and mixed, I give, devise and bequeath to my three children: .- ,. Mildred pauline Jacoby, Robert Blaine Jacoby, and Richard J. Jacoby, i. '. share and share alike. 4. I nominate and appoint my three children, Mildred pauline, Robert Blaine and Richard J., or the survivor or survivors of them, as executors of this, my Last Will and Testament. IN WITNESS WHEREOF, I have to this Will, written on one sheet of paper, set my haD.d and seal this 'tl... day of September, 1952. rJaR~ ~A'+ (I r (SEAL) S1gned, sealed, published and declared by JOHN JACOBY, as and for h1s Last Will and Testament, written on one sheet of paper, in our presence, who, in his presence, at his request, and 1n the pres- ence of each other, have hereunto subscribed our names as attesting w1tnesses: (}~:tr IJ.},'JAJkJ - .' ~ ". IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION IN RE: ESTATE OF JOHN JACOBY, LATE OF THE BOROUGH OF CARLISLE, CUMBERLAND COUNTY, PENNSYLVANIA, DECEASED FIRST AND FINAL ACCOUNT OF MILDRED PAULINE JACOBY, ROBERT BLAINE JACOBY, AND RICHARD J. JACOBY, EXECUTORS OF THE ESTATE OF JOHN JACOBY, DECEASED, LATE OF THE BOROUGH OF CARLISLE, CUMBERLAND COUNTY, PENNSYLVANIA Date of Death: February 13, 1978 Date of Advertising Letters; Cumberland Law Journal - March 17, 24, and 31, 1978 The Evening Sentinel - March 13, 20, and 27, 1978 DEBITS The Accountants herein charge themselves with the following: PRINCIPAL: REAL ESTATE PRINCIPAL: PERSONALTY Cash South Bend closed face pocket watch Carlisle Building and Loan - Savings Account No. 1346 The Farmers National Bank of Newville - Checking Account No. 03130983 Cumberland valley Cooperative, Inc. - Certificate No. 1976 - one share, common stock in name of John Jacoby Cumberland valley Cooperative, Inc. - Certificate No. 1580 - 3 shares preferred stock in name of John Jacoby Cumberland Valley Cooperative, Inc. - Certificate No. 1902 - 2 shares preferred stock in names of John Jacoby and Robert B. Jacoby Social Security - death benefit Farmers National Bank of Newville - CD #AR3993 - dated 11/19/76 in names of John or Robert Jacoby Farmers National Bank of Newville - CD #AR3994 - dated 11/19/76 in names of John or Richard Jacoby Carlisle Building & Loan - ACD#380 - dated 12/30/71 in names of John or Richard Jacoby Cumberland County National Bank - CD#109965, dated 1/7/75 in names of John or Mildred Jacoby Farmers National Bank of Newville - CD#AR1736 - dated 11/2/71 in names of John or Robert Jacoby i ';!:il 92 fi,Cr 553 None $ 5.00 1.00 6,148.52 3,561.92 10.00 30.00 20.00 255.00 1,015.00 1,015.00 10,000.00 10,051.04 10,150.00 ," .. '. Farmers National Bank of Newville - CD#AR3422 - dated 10/3/75 in names of John or Robert Jacoby Farmers National Bank of Newville - CD#AR3254 - dated 6/20/75 in names of John or Richard Jacoby Farmers National Bank of Newville - CD#AR1737 - dated 11/2/71 in names of John or Mildred Jacoby Farmers National Bank of Newville - CD#AR3603 - dated 2/16/76 in names of John or Mildred Jacoby Farmers National Bank of Newville - CD#AR3992 - dated 1/6/75 in names of John or Mildred Jacoby TOTAL PRINCIPAL PERSONALTY - TOTAL PRINCIPAL - INCOME: REAL ESTATE INCOME: PERSONALTY Interest on Carlisle Building & Loan Savings Account No. 1346 Interest on CDAR3603 Cumberland Valley coop - stock dividend Medicare refunds Blue Shield refunds TOTAL INCOME PERSONALTY - TOTAL DEBITS - CREDITS . . $ 1,020.00 1,035.00 2,030.00 1,060.00 1,005.00 $48,412.48 $48,412.48 None $ 28.37 60.00 2.00 367.02 38.38 $ 495.77 $48,908.25 The Accountants herein credit themselves with the following: 4/11/78 4/11/78 4/11/78 4/11/78 4/11/78 4/11/78 4/13/78 4/18/78 5/17/78 6/6/78 10/5/78 10/10/78 Sylvia H. Rambo, Reimbursement for Letters and Advertising Estate, paper $ Harris Associates, P.A. - X-ray bill Harris Associates, P.A. - CT Scan bill Community Ambulance - Ambulance service Masland Associates - Doctor bills G. Book Roth - Funeral expenses Register of wills - Short Certificates Register of wills - On Account of Inheritance Tax Cumberland Law Journal - Advertise estate Register of Wills - Filing Inventory, Appraisal, and Debts and Deductions Register of wills - On Account of Inheritance Tax Register of Wills - Balance of Inheritance Tax Register of Wills - Filing Final Account Lavana Brechbiel - Notary Sylvia H. Rambo - Attorney's fee TOTAL CREDITS - -2- l ';j:R 52 !,;rE 554 56.65 116.00 325.00 35.00 17 0.00 2,010.00 3.00 100.00 18.00 9.00 1,200.00 156.06 40.00 7.50 900.00 $5,146.21 ,- '. . . RECAPITULATION TOTAL DEBITS TOTAL CREDITS BALANCE FOR DISTRIBUTION - $48,908.25 5,146.21 $43,762.04 ?l/;?/u-eI;,;2)?:d&.;,.hc-dt:',.-/ , Id d l' / . , Ml re pau lne Jacoby/ ,/ #k t~ ~ " .' '1)( {/ ~ .vet' R bert Blaine Jacoby ? /.,1 ~ Ii.: . (j (~. ~!L.)/ "'-'C-6-~~ Richard J. Jllcori) , -3- ~ 52 i1r1t'f 555 -- .; COMMONWEALTH OF PENNSYLVANIA) SS. COUNTY OF CUMBERLAND MILDRED PAULINE JACOBY, being duly sworn according to law, deposes and says that she is one of the Executors of the Estate of John Jacoby, and that the facts set forth in the foregoing First and Final Account are true to the best of the affiant's knowledge, information and belief. ~ . . 'L'L~/U?/ /~'~;{A'..{l Mildred Pauline Jacoby 00..,(, "'"'''' . ,\;.10, I: 1:_ '~ !: I \. v '. '. COMMONWEALTH OF PENNSYLVANIA) : 58. COUNTY OF CUMBERLAND ROBERT BLAINE JACOBY, being duly sworn according to law deposes and says that he is one of the Executors of the Estate of John Jacoby, and that the facts set forth in the foregoing First and Final Account are true to the best of the affiant's knowledge, information and belief. <$"'{(:i:iip,t;o..,~nd . S\1bs~ ibed {/b",fo:!C'e. me ..th~s 6S day .',"'" . --", '-'. .. .'" . ......~....,.........Q....f..........:.p'..,ct.....O' ).:>e . i-.........: 1.978. : 'Y~i: ", ./~~ ' '~ ',: "'..';'~".. . .... . :<'j \. ,~ '.... . ~'W ":. ~'ii.le " "",,::,">. '~OlflJfA:i";~f'/i,'l.':,.('!,.L" d,', FnANKLlN co.. ~<::" ~'C6M~IJlil0lJ' E.....PIHES AUG. 10. 19B1. , , .,..... ,-,./ 'cOMMo~j;;AiTH OF PENNSYLVANIA) SS. COUNTY OF CUMBERLAND RICHARD J. JACOBY, being duly sworn according to law deposes and says that he is one of the Executors of the Estate of John Jacoby, and that the facts set forth in the foregoing First and Final Account are true to the best of the affiant's knowledge, ~m~orma~ion and belief. L "'. ", '. " ;':;:r' ~o:, : I?.A/C-W ~ ~ c7-t"A Richard J. Jaooby {/ {/ . (,". >, ,":ij' . , ....c::t.iffiin "o../l.-np, SkW;>f;lJi!f &bed ~iIt. ijM'1t:~:tne\.\h~.~.. \\~'~'O?-Y()f October, ~~<~~:.:~.~~~~~.'l . 1971h'R S2 I':oil 556