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Home My WebLink About02-01-78 - IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA ORPHANS' COURT DIVISION NO. 21-78-119 IN THE ESTATE OF NORMAN F. SHUEY, LATE OF WORMLEYSBURG BOROUGH ACCOUNT OF ESTHER M. KEISTER, EXECUTRIX STATEMENT OF PROPOSED DISTRIBUTION Balance For Distribution as per First and Final Account - Stock, in kind - $5,581.50 $119,451.79 + 5,581.50 $125,033.29 DISTRIBUTION TO: Sara M. McGann One-Third Cash - $39,817.27 Stock 1,860.50 $41,677.77 TO: Kathryn S. Stewart One-Third $41,677.76 Cash - $39,817.26 Stock - 1,860.50 TO: Esther M. Keister One-Third $41,677.76 *Cash Stock Cash 39,817.26 1,830.00 30.50 *Cash of $39,817.26 Reduced by: Note due Estate - 19,500.00 Interest on Note due Estate - 1,254.50 Balance of Cash - - - - 19,062.76 STATEMENT OF REASONS Decedent died Testate. The residuary estate is divided in accordance with the will of the decedent among the three (3) sisters to the extent of one-third each. EdLJ h;'k'vLIM/ ESTHER M. KEISTE , EXECUTRIX L1BLR 93 PAGE 2.16 --- COMMONWEALTH OF PENNSYLVANIA: ss. COUNTY OF CUMBERLAND ESTHER M. KEISTER, the within Accountant, being duly sworn according to law, deposes and says that the Statement of Facts set forth in the foregoing Statement of Reasons and the Statement of Proposed Distribution are true and correct. &divh;'~~1 ESTHER M. K STER Sworn to and Subscribed r ... ~(.h before me this j()' day of,~an~~ry A.D. 1979. \" ~ "\ '" ......',.. \\ t:.. ()/'( /.:.... """ ',,-" ..... .::-.' ,:-'~~',"r ""I';" '-:v'.,. ~ {J ..~t,\\I~~ I' , ::- it".'~~' ~ '. .. - .,' (',of .,~ " / ::: It /' ~ -::.....)<:" JLL~~~'L- . - , ,. 'I~JEAN E. G~':'~ry Public '. ;, "'j.~Qvc:t',~fl'bifl~d Co., Pa, -:0-. Mlc\:~';':~~'~pires Oct. 25, 19,. .'r"" n\\ ...- . - \ ~ \ . . . . . '"."".,,' lIBlR 93 rAGE 247 - .' COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA ORPHANS' COURT DIVISION NO. 21-78-119 ESTATE OF NORMAN F. SHUEY LATE OF BOROUGH OF WORMLEYSBURG Date of Death: February 25, 1978 Letters Granted: March 3, 1978 First Complete Advertisement of Grant of Letters: Cumberland Law Journal: Patriot-Evening News: Account Stated to: January 10, 1979 March 17, 24 & 31, 1978 March 15, 22,& 29, 1978 SUMMARY & INDEX Pages PRINCIPAL: Receipts 2 Net Loss on Conversions 2 Adjusted Balance Less Disbursements 3 Balance before Distributions Distributions to Beneficiaries 3 Investments 4 $161,937.67 576.04 161,361.63 41,113.66 120,247.97 5,581.50 Principal Balance Remaining $114,666.47 INCOME : Receipts Less Disbursements 4&5 5 8,153.56 3,368.24 Income Balance Remaining 4,785.32 COMBINED BALANCE REMAINING* $119,451.79 *Combined balance remaining consists of cash 1I6[R 93 PAGE 240 .' PRINCIPAL RECEIPTS 8/15/78 Inventory Filed Per Copy of Inventory Attached $161,887.58 Adjustments to Account Values State Capital Savings Account No. 002-20-13124 - interest reported decrease - - 37.61 Subsequent Receipts u.S. Treasury - Tax refund Additional Blue Cross, Blue Shield and Medicare reimbursements 11.00 76.70 TOTAL PRINCIPAL RECEIPTS $161,937.67 PRINCIPAL CONVERSIONS INTO CASH Gain Loss 6/6/78 525 shares CCNB Corporation Stock Inventoried at $6,562.50 Proceeds 6,386.91 175.59 6/19/78 52 shs. Pennsylvania Power & Light Company 4.50% Pfd. Inventoried at 2,665.00 Proceeds 2,525.72 139.28 6/19/78 20 shs. Pennsylvania Power & Light Company 4.40% Pfd. Inventoried at 1,016.87 Proceeds 932.06 84.81 6/19/78 30 shs. Pennsylvania Power & Light Company 4.60% Pfd. Inventoried at 1,515.00 Proceeds 1,336.87 178.13 6/19/78 10 shs. Pennsylvania Power & Light Company 9% Pfd. Inventoried at 935.00 Proceeds 893.30 41. 70 6/19/78 33 shs. General Motors Corporation Proceeds 1,972.95 Inventoried at 1,929.48 43.47 TOTAL 43.47 619.51 Net Loss Transferred to Summary 576.04 USER 93 PAGE 2<11 -2- ~' Inventory of the real and personal estate of ~,~,.)'~i>1h~l r. !niL:}'Y____ deceased. 1 . ,; loc}; It-~- s-l~ur(,;~ :.:.nl.lpl1ir. f....:)(J~it ......r~:;t ~ompany "to';:Y. :1 30.:'') pis',. :';25 Qhare~ Ct..:,~:J corrioratifJ:i !..loc}'~ : l:'.j~ p/.,n. 5:: l5hl1r,~9 - P,"r.n!l\, 1 v.'tr.i;1 T'Q,,'_,r & Li ';1', l LO:".pdilY 4.50% Pfd. ! 51.25 p/sh ~r, S.l~,rt::S 4.4/)' ;,f,'L Penr.o;vlvani'l l>owt':r " Liq;lt r:c"apan'l " 50.,,437 phi". TJ StJ.i1t:t:'!> 1.6'" [jfG. P'mwr:l'/llni'l r;)~:cr l !.i<:rt1t Company (i t.0.S';} ~)/Sil 10 aharr.."s - P8(J~~syl\l:,H:i~1 !"-':>'.':t;t' ,~ Li~~ht Compan"/ ~t pf~. n i3.~0 o/ch ,,33 s!1llr:...J- (;t,:(!e:.ra.!. !'atoro Corr.or"-tio:u Cone.on (' 5'J.4(~7 ';1/!?L 2. arJ-~ !'.:;:";Olj':..ts ,at'f6'lli\r- c,_;tifra1 Ball}; - Certif'icate of - -:j(Oj:'OsrC'=--ln'9-<;-::l~~To'-' - 'iahr.cCl, 1,>1 us interc:st C.....N;) SanJ{.., :J.,... (;oI(j(;n0r~i)~---P;ccount ~;(). aoe- 7JOSrd-il, ~alance plus intereut rf"~()'nc' Certit'icate Yo, )G.l~53~ - balance, plus interest ,~",,~6.inq )>.::t.:ount .:0. 1"1') -]0~5-,) .. l:.a1<11'.<':t! ...au.>.lin 0;:J-.osit Bank I. Tr'.lst Co:n~.:m{ :~1jec~Ii,l~:.:~-.'<.:cour~L-~~o:-'U-2~-~L2-~ ...-...- Savin9$ Ac~ount t32-1-')1139 - ~alance, plus interest C.:rtificlltoes of Oe,lOsit ';0. 2142 - balance, pJ '.19 ir.terest :'0. Un,> -- baL1n::*", plus interest 1."irst l""=:ler,,,l :;""lTil'<'9 , r~O'1n ''!'soci~tion >,ccoilnE-f,o:--r::-r rr;fr.--,,:- -r:d'G'ii,,~~; -pI.:I~ -in tlires t A,~count Ho. 2-17-70'1711 - balance, plus interest "-cco.lnt No. 2-17-00101:' -- b",l'1IIC.t, plus interest !,CCQunt 12--17-50(;5..2 -- L'Il.lIlCC, plus interest Account t2'~-100IC. -- balance, plus interest .';t.lt..:; Ca';>i tal Savir.~,:; .. -~.- i\ccount lio. 002-,10-007(; 0 - balance, plus interest J:.ccouat '10. 002-00"'(;~3;,1' balance., plus intorest Account 110. O!>2-20-11612/- b.:11ance, plus interest l\ccount ,.0. 002-20 '13C'llV- Llllance, plus interest ],CGO;Jllt ~;o. 002-20--07409/ ,. L31"tnce, plus iI\t'2r~st West Shore saVin,s, Loan Association ~ccount f3/3A-64 - Certificate fA250; balance llarria savings Association Certificate H-()2-1004 ')<)..~: balance, plus intcrilst Optional Passbook IS-GOlOB - balance, plus intcrct1t Cumberland Va11ev S~vings , Loan Association Certificate !lo. 668:1930 -- balance, plus Inter"st Cc;rtificat~ '10.66851)37 - balanc.~, ?lu& interest 3. tlon.js tr-:Sl, 000.1)0 Series e ilonus datc,l 12/29/61 uate of death >>a1uc -- $1.580.00 1 - $500.00 Series C Dond - datej 10/6/65 1 -- $100.00 Series r. Bond-- datul 1!>/6/65 1 - $100.00 Series r. Bonu - date~ 11/8/(5 SU3-T'"lTAL - I I 5,5:'1 100' i ! (;,~(i2 i 5'J- I 2.6u5 IJa I 1,01(, I J7~ I I 1, :>1,j i u;; , I ! B5 100 1,92~ i 18, I I I 1,011 113 I 3,7S2 51 2,llO7 58 1,J26 36 0;242 43 111,876 72 2.01S €6 2,nu 86 605 95 1,004 ; 46 5,022 . 3/) 2,009 In 5,061 175 I 297 I 83 I 377 ' 10 1,00::' I 01 4,020 I 05 7,030 I 40 I I , 15,000 I 00 5,020 I sa 527 i 49 I 1,01iJ I 41 i 16,062 39 9.52G DO 687 20 137 44 137 44 1----- - +-- -- h9.491~ 22 dde'l'/rcry OJ: the (fN" Il:.d personal eS'foore of WHHlj\!l F'. SlIUFY deceased. T'age 2 5. I 6. 7. SUR-''l'o't';>.r, - Faere 1 4. Sories II nonds r - $500.0ii'9onds - 8/30/72 2 - $500.00 Bonds - 6/4/74 2 - $500.00 Bonds - 3/2~/73 2 - $500.00 Bon~s - 10/18/74 2 - $500.00 nonls - 4/23/75 3 - $500.00 honds - 7/9/75 Domand Note - ot Esther M. Keister, ~tated Oocemb~r 1. 1:'177 to iJarman F. snuey in the amount of $19,500.00 at 6" interest. Dalance due at date of death, plu!! i:lJ days intl'rest 1 6." n1ue Suicl,\ & Hedic<1r-' refundlJ State Capital Sa.ln~ / Account No. G02-20-rI124, date of death balance plua intereat ~l\01'l\I.J 129 ,4% I 22 1,000100 1,00;1100 1,00(\,00 1,000!OO 1,000 ()I) },sooloo I 19,76'1 75' 'lot !()'l~ i I 6,037 61 I _. ..,. - .. T"'" 61.087158 I I 3/3/78 4/4/78 4/7/78 4/10/78 4/10/78 4/10/78 4/26/78 5/5/78 5/24/78 5/31/78 8/15/78 11/13/78 12/5/78 12/6/78 12/1/78 . PRINCIPAL DISBURSEMENTS Register of Wills - Probate, Letters and Short Certificates Patriot-Evening News - Advertise Letters Cumberland Law Journal - Advertise Letters Jack W. Richardson Funeral Home - Funeral expenses Holy Spirit Hospital Radiology Associates - decedent's account Harry R. Brooks, M.D. - Decedent's Account Blue Ridge Haven West - decedent's account Register of wills - payment on account of Inheritance Tax Brachendorf Memorials - Marker Lettering Outstanding check at time of death - Harry R. Brooks, M.D. - Register of Wills - Short Certificates for stock sales and bonds Register of wills - File Inventory, Debts & Deductions & Tax forms Notary Fees - Inventory, Debts & Deductions Tax forms & Account & Distribution Internal Revenue Service - Estate Tax due on Federal Estate Tax Return - Form 706 Internal Revenue Service - decedent's 1978 Income Tax (estimated) Pennsylvania Department of Revenue - Decedent's 1978 Income Tax (estimated) Register of wills - balance of Inheritance Tax Esther M. Keister - Executrix Commission Myers, Myers, Flower & Johnson - Attorney Fee Reserve for close-out costs Register of wills - Addl. Probate costs TOTAL PRINCIPAL DISBURSEMENTS PRINCIPAL DISTRIBUTIONS TO BENEFICIARIES Sara M. McGann 61 shares Dauphin Deposit Trust Company Stock @ 30.50 p/sh Kathryn S. Stewart 61 shares Dauphin Deposit Trust Company Stock @ 30.50 p/sh Esther M. Keister 60 shares Dauphin Deposit Trust Company Stock @ 30.50 p/sh Cash TOTAL PRINCIPAL DISTRIBUTIONS LlBLR 93 fACE 242 -3- 43.00 19.47 18.00 2,067.92 7.00 8.00 519.27 19,000.00 28.00 24.00 13.00 11. 00 4.50 2,431.96 302.00 13.68 1,434.86 7,500.00 7,500.00 150.00 18.00 $41,113.66 1,860.50 1,860.50 1,830.00 30.50 $ 5,581.50 PRINCIPAL INVESTMENTS Dauphin Deposit Trust Company Certificate of Deposit - No. 5776 Dated 1/9/79 - $100,000.00 at 10~% interest - Matures 3/5/79 Dauphin Deposit Trust Company Statement Savings Account No. 12-6-0449-6 Balance - 1/10/79, plus interest - $8,386.02 INCOME RECEIPTS Dividends: CCNB - March Dividend General Motors - March & June Dividend Dauphin Deposit - April, June & Oct. Dividend Pennsylvania Power & Light Company 105.00 82.50 282.10 275.00 Interest: National Central Certificate of Deposit 2/25/78 to 4/4/78 4/4/78 to 7/4/78 7/4/78 to 10/4/78 10/4/78 to 1/3/79 No. 6199055109 7.16 18.50 18.70 18.50 62.86 CCNB Bank, N.A. Income Certificate No. 2/25/78 to 3/4/78 3/4/78 to 12/4/78 12/4/78 to 1/2/79 36-15534 3.25 97.47 10.46 111.18 Golden Opp. Account 2/25/78 to 3/78 3/78 to 6/78 6/78 to 9/78 9/78 to 12/78 12/78 to 1/2/79 No. 008-700508-8 16.21 49.65 50.31 51. 53 3.40 171.10 Dauphin Deposit Bank & Trust Company Certificates of Deposit Nos. 2142 & 1106 2/25/78 to 4/4/78 - 27.80 4/4/78 to 7/4/78 - 65.52 7/4/78 to 10/4/78 - 65.52 10/4/78 to 1/4/79 - 65.52 224.36 Savings Account No. 32-1-01139 2/25/78 to 1/2/79 89.96 89.96 First Federal Savings & Loan Assoc. Certificates of Deposit - Nos. 2-9-100104, 700711, 001012 & 506562 620.35 Savings Account No. 1-11426 2/25/78 to 1/2/79 30.46 West Shore Savings & Loan Assoc. Certificate of Deposit No. 3/3A 647 2/25/78 to 1/2/79 898.78 898.78 lIBLR 93 PAGE 243 -4- - INCOME RECEIPTS CONT'D Cumberland Valley Savings & Loan Assoc. Certificate Nos. 6682936 9 6685087 Interest from 2/25/78 to 1/2/79 Harris Savings Association Certificate No. 1-02-100499 Interest from 2/25/78 to 1/3/79 Optional Passbook #5-60108 Interest from 2/25/78 to 1/3/79 State Capital Savings Certificate Nos. 11612; 13698; 07409; & 13124 Interest from 2/25/78 to 1/2/79 Optional Savings Acct. No. 0005361 Interest from 2/25/78 to 1/2/79 Savings Account No. 1000768 Interest from 2/25/78 to 1/2/79 Interest: Statement Savings Account No. 12-6-0449-6 Dauphin Deposit Bank & Trust Company reported to 1/1/79 Series H Bond Interest received 12/20/78 Series E Bond Interest received 11/14/78 - earned from 2/25/78 to 11/14/78 Interest - Demand Note - Esther M. Keister from 2/25/78 to 12/30/78 TOTAL INCOME RECEIPTS INCOME DISBURSEMENTS Internal Revenue Service - Income Tax due on Fiduciary Income Tax Return for period 2/25/78 to 12/31/78 Pennsylvania Department of Revenue - Income Tax due on Fiduciary Income Tax Return for period 2/25/78 to 12/31/78 - Reserve - Federal and Pennsylvania Income Tax for period 1/1/79 to Distribution TOTAL INCOME DISBURSE~lliNTS lIBER 93 PALE 244 -5- - 1,201.95 257.28 24.20 1,120.64 17.27 14.91 613.91 355 08 609.92 984.75 $8,153.56 2,696.73 171. 51 500.00 $3,368.24 COMMONWEALTH OF PENNSYLVANIA: ss. COUNTY OF CUMBERLAND ESTHER M. KEISTER, 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 complete advertisement thereof occurred more than four (4) months before the filing of the Account. ~~PJ' ,/it;~ ESTHER M. KEIS ER Sworn to and Subscribed before me this 3(frJ. day 1979. / r ~ /11......- / \ ~~'( 1;~ E. ,C(~1..&J:rry Public ". ')" "'lY~-CU'l'Jl'e'!'nd co., Pa. . . MY, \9m\'J",~d~.lxPir.s Oct, 25, J982 .,-' 0,,,,, ,." um 93 rilGE 2.t5 -6-