HomeMy WebLinkAbout07-13-83
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IN RE:
ESTATE OF JACOB H. MILLER, SR.,
DECEASED
IN THE COURT OF CO!>MJN PLEAS OF
aJMBERLAND COUNTY, PENNSYJ,/ANIA
ORPHANS I cunn DIVISION
NO. 21-78-121
SCHEDULE OF PRoroSED DISTRIBUTION
Combined Balance for Distribution Remaining
as per First and Final Account
$99,353.05
TO:
Saint Paul Evangelical Lutheran Church
6839 Wertzville Road
Enola, Pennsylvania 17025
ATTN: Rev. William C. Butts
$1,250.00
Stone Hill Cemetery, a/k/a Stone Church Cemetery
c/o Saint Paul Evangelical Lutheran Church
6839 Wertzville Road
Enola, Pennsylvania 17025
ATTN: Rev. William C. Butts 1,250.00
Elizabethtown Hospital for Children & Youth
Elizabethtown, Pennsylvania 170220710 1,250.00
Tressler Lutheran Home for Children
2331 Market Street
Camp Hill, Pennsylvania 17011 1,250.00
Grace Ryan, a/k/a Helen Grace Ryan
Box 47, Glendale Drive
Mechanicsburg, Pennsylvania 17055 1,000.00
Jennie Peters, a/k/a Jennie Peters Toland
R.D. 3
Duncannon, Pennsylvania 17020
25% Share of Residue less PA Inh. Tax at 15%
($24,997.56 - $2,948.73) 22,048.83
LAW OFFICES
Dauphin Deposit Bank & Trust Company
Guardian of the Estate of Jason M. Vonhauser
213 Market Street
Harrisburg, Pennsylvania 17101
18.75% Share of Residue less PA Inh. Tax
($18,748.17 - $922.12) at 6% 17,826.05
Dauphin Deposit Bank & TlUst Company
Guardian of the Estate of Jared M. Vonhauser
213 Market Street
Harrisburg, Pennsylvania 17101
18.75% Share of Residue less PA Inh. Tax
($18,748.17 - $922.12) at 6%
17,826.05
LANDIS a BLACK
RLISLE, PENNSYLVANIA
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LANDIS 8: BLACK
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Dauphin Deposit Bank & Trust Co.
Guardian of the Estate of Sue Ellen Miller
213 Market Street
Harrisburg, Pennsylvania 17101
18.75% Share of Residue less PA Inh. Tax
($18,748.18 - $922.12) at 6%
17,826.06
Dauphin Deposit Bank & Trust Co.
Guardian of the Estate of Amy Marie Miller
213 Market Street
Harrisburg, Pennsylvania 17101
18.75% Share of Residue less PA Inh. Tax
($18,748.18 - $922.12) at 6%
17,826.06
$99,353.05
STATEMENT OF THE REASONS FOR THE PROroSED DISTRIBUTION
The above Distribution is proposed in accordance with the Last Will and
Testament of Jacob H. Miller, Sr.
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mMvlONWEALTH OF PENNSYLVANIA)
mUNTY OF )
88.
GERALD K. MJRRISON, being duly sworn according to law, deposes and says
that the facts set forth in the Statement of the Reasons for the Proposed Distri-
bution are true and correct.
Sworn and subscribed to before me this
I;l..~ day of ~ 1983
(l,4#<' w ~Ji".r-
1 Notary Public
. .~; ('> JEAN M. PARKHullSlt,llotary pu~lie
... '/.- Centr,TQwnship, Perry C.~ty, a'1985
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LAW OFFICES
LANDIS 8: BLACK
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LAST WILL AND TESTAMENT
OF
JACOB H. MILLER, SR.
I, JACOB H. MILLER, SR., of Silver Spring Township, Cumberland
County, Pennsylvania, being of sound and disposing mind, memory, and
understanding, do hereby make, publish, and declare this my Last Will
and Testament, hereby expressly revoking all other writings in nature
testamentary by me at any time heretofore made.
FIRST: I direct that all my debts and funeral expenses be paid
as soon after my decease as may be practicable.
SECOND: I hereby give and bequeath the sum of ONE THOUSAND TWO
HUNDRED FIFTY DOLLARS ($1,250.00) to Saint Paul Evangelical Lutheran
Church, Wertzville Road, Hampden Township, Cumberland County, Pennsylvania.
THIRD: I hereby give and bequeath the sum of ONE THOUSAND TWO
HUNDRED FIFTY DOLLARS ($1,250.00) to Stone Hill Cemetery, Wertzville Road,
Hampden Township, Cumberland County, Pennsylvania.
FOURTH: I hereby give and bequeath the sum of ONE THOUSAND TWO
HUNDRED FIFTY,DOLLARS ($1,250.00) to Tressler Lutheran Home for Children,
Camp Hill,Pennsylvania.
FIFTH: I hereby give and bequeath the sum of ONE THOUSAND TWO
HUNDRED FIFTY DOLLARS ($1,250.00) to Elizabethtown Hospital for Children
and Youth,Elizabethtown, Pennsylvania.
SIXTH: I hereby give and bequeath the sum of ONE THOUSAND DOLLARS
"'?
_,I. /J_=;-;c"'_~~_~'/__:!/)} Ii II), .qSBIILl
J^~on U. MILLER, SR.
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($1,000.00) to my friend, Grace Ryan, provided she survives me.
SEVENTH: I hereby give and bequeath my 1979 Buick Riveria to
Jennie Peters of R. D. #3, Duncannon, Pennsylvania.
EIGHTH: I hereby give, bequeath and devise all the rest and
residue of my estate and property, real, personal and mixed, of what-
soever nature and wheresoever situated, of which I may die seized or
possessed or to which I may be entitled or of which I may have the right
to dispose at the time of my death, absolutely and in fee simple as follows:
(a) 25% to my friend, Jennie Peters.
(b) 75% to my great grandchildren living on the date of my death.
NINTH: I hereby appoint Gerald K. Morrison of Landisburg, Pennsyl-
vania and Jennie Peters of R. D. #3, Duncannon, Pennsylvania, as Executors
of this, my Last Will and Testfu~ent, and I direct that they shall not be
required to give bond or other security in any jurisdiction wherein
proceedings may be held in connection with my estate.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this 12th
day of May, 19BO~
,
, r;f?2':c ?</~ 1/11Z>Jt/? j;<
JAq9B H. MILLER, SR.
(SEAL)
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IN RE:
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ESTATE OF JACOB H. MILLER, SR., :
IN THE COURT OF mMM)N PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
!'D. 21-78-121
DECEASED
FIRST AND FINAL ACCOUNT OF GERALD K. M:lRRISON,
EXECUTOR OF THE ESTATE OF JACOB H. MILLER, SR.,
LATE OF !\ORTH MIDDLETON TOWNSHIP,
CUMBERLAND COUNTI, PENNSYLVANIA, DECEASED
Date of Death: January 13, 1981
Letters Granted: February 10, 1981
First Complete Advertisement of Grant of Letters: March 2, 1981
Account Stated as of June 15, 1983
SlThMARY & INDEX
PRINCIPAL
Pages
Receipts
Less Disbursements
Balance Before Distributions
Distributions to Beneficiaries
Principal Balance Remaining
2
2, 3
113,266.42
33,441. 91
79,824.51
0.00
3
INCOME
Receipts
Less Disbursements
Balance Before Distributions
Distributions to Beneficiaries
Income Balance Remaining
3, 4
4
19,528.54
0.00
19,528.54
0.00
5
COMBINED BA.LAI\CE REMAINING
LAW OFFICES
LANDIS 8: BLACK
.RLISLE. PENNSYLVANIA
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$ 79,824.51
$ 19,528.54
$ 99,353.05
PRINCIPAL RECEIPTS
1981
"37IO Church of God Home, refund, prepaid care
4/14 Commonwealth National Bank, advance dis-
tribution from Guardianship Account
4/16 Church of God Home, additional refund
6/03 Frank S. Bryan, M.D., Medicare payment
6/11 Commonwealth National Bank, advance distri-
bution from Guardianship Account
8/21 Medicare refund
9/17 Commonwealth National Bank, advance distri-
bution from Guardianship Account
10/04 Social Security Death Benefit ~ers Funeral
Home)
10/04 Cumberland Valley Co-Operative, stock redemption
10/13 PA Blue Shield, Medicare
10/13 Commonwealth National Bank, final distribu-
tion from Guardianship Account
12/29 Mechanicsburg Club, principal-mortgage-final pyt.
1982
1/04 IRS, refund of overpayment, 1980 Income Tax
1983
1720 Belvedere Medical Center, refund
LAW OFFICES
1981
47IT
4/15
5/07
5/07
5/07
5/07
5/07
5/07
5/07
5/27
6/10
6/12
7/31
10/09
LANDIS a BLACK
,RLISLE, PENNSYLVAN!A
TOTAL PRINCIPAL RECEIPTS
PRINCIPAL DISBURSEMENTS
IRS, on account, 1980 Federal Income Tax
PA Department of Revenue, 1980 PA Tax
Myers Funeral Home, Inc., invoice
Robert J. Wolf, grave marker
MGM Pharmacy, invoice
Carlisle Hospital, invoice
Kenneth R. Guistwite, M.D., invoice
Frank S. Bryan, M.D., invoice
Carlisle Radiology Associates, P.C., invoice
Belvedere Medical Corp., invoice
Holy Spirit Hospital, invoice
IRS, 1980 Federal Income Taxes
IRS, Federal Income Tax, balance of 1980 taxes
Register of Wills, Agent, on account, PA
Inheri tance Tax
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2,156.00
10,000.00
5.04
75.96
1,000.00
601. 40
53,320.86
255.00
289.16
99.04
3.00
41,750.00
3,662.96
48.00
5,000.00
362. 58
3,740.30
32.00
7.98
8.40
929.00
225.00
43.00
60.00
180.00
2,040.10
510.81
6,000.00
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$113 266.4
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4/09
4/09
4/13
1983
"37TI4
3/04
3/04
5/31
6/03
Gerald K. }brrison, partial Executor's Com-
mission
Landis & Black, partial attorney's fees and
costs advanced to date
Buckley & Clever, preparation of 1981 Federal
and State 1041 Forms
PA Department of Revenue, 1981 PA 1041
Register of Wills, Agent, balance of
PA Inheritance Tax due from estate
IRS, payment of 1982 1041
PA Department of Revenue, 1982 PA 1041
Buckley & Clever, preparation of 1982 1041
Register of Wills, Perry County, Petition
for Appointment of Guardian of Estate
Clerk of Orphans' Court, Perry County,
copy of Order and Certification
Reserved:
Balance, Executor's commission
Landis & Black, balance, attorney's fees
Landis & Black, costs advanced to date
Closing and filing costs
TOTAL PRINCIPAL DISBURSEMEJ'ITS
PRINCIPAL DISTRIBUTIONS TO BENEFICIARIES
TOTAL DISTRIBUTIOOS TO BENEFICIARIES
INCCME RECEIPTS
1981
47Ib Atlantic Breeders Co-Operative, stock dividend
8/04 Cumberland Valley Co-Operative, stock dividend
9/18 Commonwealth National Bank, interest, NOW Acct.
10/20 Commonwealth National Bank, interest, NOW Acct.
11/18 Commonwealth National Bank, interest, NOW Acct.
12/17 Commonv.ealth National Bank, interest, NOW Acct.
12/29 Mechanicsburg Club, interest
LAW OFFICES
LANDIS 8: BLACK
.RLtSLE. PENNSYLVANIA
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2,000.00
2,160.47
100.00
210.00
637.21
2,182.00
261. 00
45.00
18.00
2.00
3,231. 53
3,231.53
24.00
200.00
$ 33,441.91
0.00
0.00
8.36
8.80
15.55
199.12
37.13
37.28
3,131. 25
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1982
1/20 Connnonwealth National Bank, interest, NOW Acct. 59.55
2/17 Corrnnonwealth National Bank, interest, NOW Acct. 58.09
3/18 Commonwealth National Bank, interest, NOW Acct. 56.22
4/13 Corrnnonweal th National Bank, interest, CD 2,780.52
4/20 Corrnnonwealth National Bank, interest, NOW Acct. 67.27
5/18 Commonwealth National Bank, interest, NJW Acct. 62.85
6/17 Corrnnonweal th National Bank, interest, NOW Acct. 66.88
6/28 Corrnnonwealth National Bank, interest, CD 2,567.80
7/14 Connnonwealth National Bank, interest, NOW Acct. 66.74
8/12 Corrnnonwealth National Bank, interest, NOW Acct. 75.93
9/13 Corrnnonwealth National Bank, interest, NOW Acct. 84.13
10/12 Commonwealth National Bank, interest, NOW Acct. 76.59
11/10 Corrnnonwealth National Bank, interest, NOW Acct. 77 .04
12/14 Connnonweal th National Bank, interest, NJW Acct. 90.74
12/30 Connnonwealth National Bank, interest, CD 2,764.14
12/31 First National Bank of Harysville, interest,
Money Market Acct. 25.77
1983
I7I7 Corrnnonwealth National Bank, interest, NOW Acct. 77 .65
1/31 First National Bank of ~~rysville, interest,
~roney Market Account No. 900451 361. 36
2/18 Commonwealth National Bank, interest, NOW Acct. 72.62
2/28 First National Bank of Marysville, interest,
~bney Market Account No. 900451 286.68
3/08 Commonwealth National Bank, interest, NOW Acct. 75.71
3/31 First National Bank of Marysville, interest,
Money Market Account No. 900451 313.58
4/11 Corrnnonwealth National Bank, interest, NOW Acct. 82.32
4/15 Corrnnonwealth National Bank, interest, CD 4,606.39
4/29 First National Bank of Marysville, interest,
~ney l'~rket Account No. 900451 305.30
4/29 First National Bank of Marysville, interest,
~ney Market Account No. 901970 165.83
5/10 Corrnnonwealth National Bank, interest, NOW Acct. 68.69
5/31 First National Bank of Marysville, interest,
Money Market Account No. 900451 310.32
5/31 First National Bank of ~~rysville, interest,
Money Market Account No. 901970 315.36
6/08 Corrnnonwealth National Bank, interest, NOW Acct. 68.98
TOTAL INCOME RECEIPTS $ 19,528.54
LA.W OFFICES
INCa.rn DISBURSEHENIS
LANDIS 8: BLACK
0.00
.RLISLE. PENNSYLVANIA
TOTAL INCOME DISBURSEHENTS
0.00
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INCOME DISTRIBUTIONS TO BENEFICIARIES
0.00
TOTAL INCOME DISTRIBUTIONS 1D BENEFICIARIES
0.00
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L.AW OFFICES
LANDIS a: BLACK
Rt.ISLE. PENNSYLVANIA
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LAW OFFICES
LANDIS a BLACK
.RLISLE, PENNSYLVANIA
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I COMMONWEALlli OF PENNSYLVANIA)
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I COUNIY OF PERRY )
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GERALD K. MJRRlSON, be:ing duly swam according to law, deposes and says
that the AccOlmt as stated is true and correct, and that the Grant of Letters
before the filing of the Account.
and the first complete advertisement thereof occurred more than four (4) months
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Slw.ip.:i!n,cl'~~bscribed to
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before me this
, 1983
JEAN M. PA~KHURST, Notary Public
Centre Township, Perry COUJIlty, Pa.
My COn1mission Expires March 2B, 1985
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