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Home My WebLink About05-15-81 , '- Statement of Proposed Distribution of the Commonwealth National Bank, Guardian of the Estate of Jacob H. Miller, late of North Middleton Township, Cumberland County, Pennsylvania, Deceased The accountant proposes to distribute the assets remaining in its hands, consisting of assets having a value of 101,366.25, as follows: To Gerald K. Morrison, Executor of the Last Will and Testament of the late Jacob H. Miller -----------------101,366.25 Total 101,366.25 The above distribution is proposed as the result of the death of Jacob H. Miller on January 13, 1981. Letters Testamentary were issued to Gerald K. Morrison of February 10, 1981 The By: le\ U" I ..ut 131 - . .. - COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND SS I, Robert K. Reitzel, Trust Manager of The Commonwealth National Bank, Guargian of the Estate of Jacob H. Miller, deceased, being duly sworn according to law, deposed and states that the foregoing Statement of Proposed Distribution is true and correct, to the best of his knowledge, information and belief. Sworn to and subscriped before me ., ;",.,..:t:p.),;,~7 day Of?r! 1981. ,':> ....~:"" ~ ~:c', '.,. ~~ ': . z't eta Public :'.' . '"(.: . .' . ROMAYNi M. LINTNER, Notary Public . ,'/.:. r., PENN TWP, CUMBERlANO COUNTY . ". ." \. / MY COMMISSiON r'-i~il"''''r:- ~'.~," 1"'1 lQ~2 .....-;: \ \',)' Ml:'~ber. P~;lr;::,),:'" '. '-,\ 0,.1 I.,ut 13~ ------ - " IN THE COMMON PLEAS COURT OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION No. 121 of 1978 ESTATE OF JACOB H, MILLER FIRST AND FINAL ACCOUNT OF THE COMMONWEALTH NATIONAL BANK, GUARDIAN ACCOUNT STATED FROM OCTOBER 10, 1980 TO FEBRUARY 28, 1981 PRINCIPAL SUMMARY AND INDEX PAGES Receipts Net Gain/Loss on Conversions Sub Total Less Disbursements Balance Before Distributions Distributions to Ward Investments Capital Changes Principal Balance Remaining ~, 3 $),04,275,14 :; -0- '104,275.14 3,555.89 100,719.25 3 4 $100,719.25 INCOME Receipts Less Disbursements Balance Before Distributions Less Distributions to Ward Income Balance Remaining Combined Balance Remaining 5 5 $ 8,089.24 7,442,24 647.00 547,00 $101,366.25 l. ''-~' ~u r':;L,t 12..) ------- COMPOSITION OF NET BALANCES TOTAL PRINCIPAL Account Value as of Value 02/28/81 $ 41,750.00 $ 41,750.00 1. 00 1. 00 58,968.25 58,968.25 100,719.25 100,719.25 PRINCIPAL Mechanicsburg Mens Club Mortgage 22 shares Cumberland Valley Co-op Association 4% preferred Cash and amounts temporarily invested in Commonwealth National Bank Common Fund A-I INCOME Cash and amounts temporarily invested in Commonwealth National Bank Common Fund A-I TOTAL INCOME TOTAL PRINCIPAL AND INCOME 647.00 647.00 $101,366.25 647.00 647.00 $101,366.25 , , 1'J u(.J r.;i.JL ,<;.0 2 ------- PRINCIPAL RECEIPTS Per inventory attached Transferred from income TOTAL PRINCIPAL RECEIPTS CONVERSIONS INTO CASH NO GAIN/LOSS 11/19/80 16,013 units Commonwealth National Bank Common Fund A-I 12/03/80 1,516 units Commonwealth National Bank Common Fund A-I 12/04/80 200 units Commonwealth National Bank Common Fund A-I 12/08/80 1,188 units Commonwealth National Bank Common Fund A-I 12/10/80 425 units Commonwealth National Bank 12/31/80 Mechanicsburg Men's Club Mortgage PRINCIPAL DISBURSEMENTS 10/20/80 Handy-Man Services - securing residence door at R.D. #4 Mechanicsburg Pa. 12/02/80 Joseph G. Saxon, M.D. - professional services 12/02/80 MGM Pharmacy - ethical drugs 12/02/80 Carlisle Hospital - professional services 12/04/80 Holy Spirit Hospital - professional services 12/04/80 Church of God Home - institutional care 12/04/80 Kenneth R. Guistwite, M.D. - professional services 12/08/80 Fishman & Hess - legal services 12/10/80 William A. SUlliven, M.D. - professional services 00.1 r:;UL 1;~, 3 $100,477.64 3,797.50 $104,275.14 $ 16,013.00 1,516.00 200.00 1,188.00 425.00 41 ,750.00 $ 30.00 275.00 47.94 3.90 147.55 1,393.00 346.00 712.50 425.00 Principal Disbursements (continued) Reserves: Robert L. O'Brien - attorney fee 75.00 100.00 $ 3,555.89 Closing Cost TOTAL PRINCIPAL DISBURSEMENTS PRINCIPAL INVESTMENTS 10/21/80 2,400 units Commonwealth Natioal Bank Common Fund A-I $ 2,400.00 13,613.00 16,200.00 528.00 41,750.00 3,994.00 11/03/80 13,613 units Commonwealth National Bank Common Fund A-I 11/20/80 16,200 units Commonwealth National Bank Common Fund A-I 12/31/80 528 units Commonwealth National Bank Common Fund A-I 01/09/81 41,750 units Commonwealth National Bank Common Fund A-I 01/26/81 3,994 units Commonwealth National Bank Common Fund A-I ~ ,., ~U 1')0. t,;ut ,-'.w 4 '. INCOME RECEIPTS 12/10/80 Medicare Claim Payment $ 106.72 01/01/80 - 12/31/80 Interest Mechanicsburg Men's Club Mortgage 6,262.50 11/11/80 - 01/09/80 Benefit payments Social Security 727.20 11/03/80 - 02/03/81 Earnings TOTAL INCOME RECEIPTS Commonwealth National Bank Common Fund A-I 992.82 $ 8,089.24 INCOME DISBURSEMENTS 10/10/80 Register of Wills - certified copy of guardian appointment $ 2.50 11/18/80 Carlisle Camera Shop - film for pictures of household contents, R.D. #4, Mechanicsburg Pa. 11/19/80 Chair City - purchase of recliner chair for Jacob Miller 13.76 11/26/80 Seidle Memorial Hospital - professional services 11/26/80 Carlisle Hospital - professional services 01/12/81 Church of God Home - institutional care 253.34 17.50 9.70 2,748.00 103.29 01/14/81 MGM Pharmacy - ethical drugs 11/12/80 - 02/11/81 Commonwealth National Bank - compensation on income Transferred to Principal 496.65 3,797.50 $ 7,442.24 TOTAL INCOME DISBURSEMENTS By: L ~,' U'l.,J 5 i')i:J ~ "u t f.:... ". '. .' COMMONWEALTH OF PENNSYLVANIA ) COUNTY OF CUMBERLAND ) I, Robert K. Reitzel, Trust Manager of The Commonwealth National Bank, accountant in the annexed Account, being duly sworn according to law, depose and say that the foregoing Account is true and correct to the best of my knowledge and belief. By Sworn to and subscribed before me this dZ.3 day of ~, A. D. 1981. ^ ,,. !...;,,.(;- .. 1: . ..". ~""'"..... .~ <' "','~)n. k = . ' . . ta r Pub 1 i c . " '. . ~',lAYNfYM LINTNER, Notary Public . '"~ \.", :;- PENN fNP, CUMBERlft.ND COUNTY :. ......;....MY COMMISSION EXPIRESNOV. 12, 1~82 2A2, . Melnblr, P'f1nsy~'m'I ASSflcralion of Notari~s , .' \..)....1 hut 10LJ ------- -< Inventory of the real and personal estate of ,. Jacob H. Mi 11 er deceased. Real Estate None Tangible Personal Property 1. Household goods, sold at .",. Intangible Personal Property ~~~:>")',<:f 2. 22 shares Cumberland Valley Co-Op Association, 4% preferred 3. Mechanicsburg Mens Club Mortgage 4. Checking Account # 1421097468 with The Commonwea Hh Na ti ona 1 Bank 496 00 Total Personalty 1 00 I 83.500 100 I' 2,845 60 Ii 1/13,613 168 !' 2135 I i 100,477 64 II I 5. Checking Account # 172-2032 with First Bank and Trust Company of Mechanicsburg 6. Refund from Community Physicians Incorporated -..;.- ,~ .;.- ~-_....) . 'COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND The Commonwealth National Bank Robert K. Reitzel, Trust Manaqer being duly sworn l J By 55: according to law, deposes and says that he of the Estate of Jacob H. Guardian Mi 11 er late of ' Cumberland County, Pa., deceased and that the within is an inventory 'made by The Commonwealth National. Bank "the said quardian of the entire estate of said decedent, consisting of all the personal prop~rty and real estate, except real estate outside the Commonwealth. of Pennsylvania, and that the figures opposite each item of the Inventory represent it's fair value as of the date of decedent's death. ~)M. 19 81 sworn and subscribed before me, ~ The Commonwealth National Bonk 1 N. Hanover St. C- r1:..lf'- P ';A.ddr.'$~-. - , .\ ~OE~~YNI M, LINTNER, Notary Pulllic MY COMM 'fWP, CUMBERLAND COUNTY Me~r p "SSI~N EXPIRES NOV, 12, ]~82 . !l1nsYMl!'!1'n Asstll:.iaMn of NotariP.s Date of Death Day Month V.ar INSTRUCTIONS I. An inventory must be filed within three months after appointment of personal representative. 2. A supplement inventory must be filed within thirty days of discovery of additional assels. 3. Additional sheels may be attached as to personalty or realty 4. 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