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HomeMy WebLinkAbout07-13-83 I i I i r 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 ,'1\ L:~'L'; J.....u,c._:.:. ')'rr I i-\LJt <<'" :':~1 Jut L.AW OFFICES LANDIS 8: BLACK .RLISLE, PENNSYLVANIA II il I I i r I i .1 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. I ,,', " _'"'L_'. , l~;.': -~ '- -~ ?~CE 0"8' JO'"' - 2- ! i I 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 . ,-::......, > ~...' . .:;,. My Commission txpirl~ Mo!Irth 2B, . (~ : (" . : -) . <0' .... c:: "" "':> ~X~:::\;f:/ , , .. .... LAW OFFICES LANDIS 8: BLACK RLISLE:, PENNSYLVANIA _.,'l..', '.J'r'- i;lut n ;-l,t~ JOV I 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. :~..\\:~t' 1.);-'; i,; 01j' fj'WO '. ." ($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) r;~,~I,;<d' ~;,..,\ J \ If:l 1/'10.11' ----- - " IN RE: r i I 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 ';' .~.).'" ~)' f' ,. {--' :-.-~ -L', L.:~ I ;.,ut 00-1 $ 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 c..'~. l..' I ~'~.,', (':"")") --A..',_ __ ?~Gt ~)v,c... -2- 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 r I I I $113 266.4 I I II 1982 I m , , I 1/04 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 :"':''-'\ ..:.: i, P~GE 803 -3- 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 II r II I 'I 1 , 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 '-'"'1...', "Ii.'; 'j."_"_ {>d"'~ J....."I-~:..: I ;.wt Jb~Ji: -4- INCOME DISTRIBUTIONS TO BENEFICIARIES 0.00 TOTAL INCOME DISTRIBUTIONS 1D BENEFICIARIES 0.00 ~~~U. L.AW OFFICES LANDIS a: BLACK Rt.ISLE. PENNSYLVANIA ~;_'l" 'Cl' o......#' _L,J'~~ ij~CE vuJ -5- LAW OFFICES LANDIS a BLACK .RLISLE, PENNSYLVANIA I I COMMONWEALlli OF PENNSYLVANIA) I I COUNIY OF PERRY ) I SS. I 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 ,.".,:. .... n_,",n,!" ,.... Slw.ip.:i!n,cl'~~bscribed to "". .,.r-..~, I,. -tl. r./i~ .......ai{y.-~f ~ : CJ C7 -, I {I before me this , 1983 JEAN M. PA~KHURST, Notary Public Centre Township, Perry COUJIlty, Pa. My COn1mission Expires March 2B, 1985 L..~: l.-:\ t'} , .J.....-."J.: ','r-,r 0.:-n I-~lut JuU -6-