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Home My WebLink About02-01-79 IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA ORPHANS' COURT DIVISION NO. 21-78-139 IN THE ESTATE OF BETTY A. SANDBERG, LATE OF BOROUGH OF NEW CUMBERLAND ACCOUNT OF PENELOPE SUSAN WELTMER, EXECUTRIX STATEMENT OF PROPOSED DISTRIBUTION Balance for Distribution per First and Final Account $32,081.54 Add for calculation of residue, advance distributions to residuary legatees: 45,743.75 Total $77,825.29 DISTRIBUTION TO: Linda Anne Park One-Half Less prior Distribution shown on distribution Account - $38,912.65 Cash - 31 , 0 71. 88 $ 7,840.77 TO: Penelope Susan Weltmer One-half Less prior Distribution shown on distribution Account - $38,912.64 Cash - 14,671.87 $24,240.77 STATEMENT OF REASONS After pecuniary legacies to grandchildren and church, which have been paid, decedent left the residue of her estate equally to her two (2) daughters named above. ;" ~ ' I R /YL{~<t1 1Ld/l /11/ lipl/-117 M./ NELOP StJ AN WELTMER 1I6[R 93 Pr,CE 215 COMMONWEALTH OF PENNSYLVANIA: ss. COUNTY OF CUMBERLAND PENELOPE SUSAN WELTMER, 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. ~1 d&Y6 ~'lA ~v.1L:ln,l ~(j !J#l// / EN OP SUS N WELTMER Sworn to and Subscribed i~!50:~.me this 3 j .....:t day ,'('},f(8~~.tjv-{ A.D., 1979. :.'1 /..<.~;,,:>:') , ,. -,,-..1:: "t.'~_ ; ,', ;", :: _'S" ., ~ NOTARY PUBUC My ComDlllolon l!.1:plr.. Dec. 21, 1981 LI;;jJ!~J'Il8, Po. Cl,1.mberlund Cou"\ v LlBtR 93 I'AGE 216 COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA ORPHANS' COURT DIVISION NO. 21-78-139 ESTATE OF BETTY A. SANDBERG LATE OF BOROUGH OF NEW CUMBERLAND Date of Death: February 27, 1978 Letters Granted: March 13, 1978 First Complete Advertisement: of Grant of Letters - Cumberland Law Journal - March 24, 31 & April 7, 1978 Patriot-Evening News - March 22, 29 & April 5, 1978 SUMMARY & INDEX Pages PRINCIPAL : Receipts 2 Conversions (No Gain or Loss) 2 Adjusted Balance Less Disbursements 2&3 $101,859.31 -0- 101,859.31 23,704.28 Balance before Distributions Distributions to Beneficiaries 4 78,155.03 48,993.75 Principal Balance Remaining $29,161.28 INCOME : Receipts Less Disbursements 4 5 3,013.85 93.59 Income Balance Remaining 2,920.26 .. COMBINED BALANCE REMAINING* $32,081.54 *Combined balance remaining consists of cash lIBE~ 93 fACE 210 PRINCIPAL RECEIPTS Real Estate - No. 530 Carol Street, New Cumberland, Pa. Sale Price - $44,900.00 Household Goods - 1,000.00 1963 Corvair Automobile - poor repair 100.00 Stock: 500 shares - Dual-Lite Corp. @14.9375 p/sh 200 shares - Leesona Corp. Stock @ 17.00 p/sh 100 shares - Consolidated Edison @ 22.75 p/sh 7,468.75 3,400.00 2,275.00 Bank Accounts: Harris Savings Association Optional Passbook 1-40294 Certificate of Deposit No. 4-09-114895 8,066.45 32,180.48 Dauphin Deposit Bank & Trust Company Checking Account No. 75-45-441-6 Savings Account No. 13-6-0051-6 2,093.51 221.49 Subsequent Receipts Adjustments - Real Estate Settlement New Cumberland Borough - Sewer Refund Bell of Pennsylvania - Refund Medicare Reimbursement Haar's Auction - Household goods sold Blue Shield - Refund Property Tax Rebate - 8/7/78 3/13/78 3/14/78 3/15/78 3/15/78 3/15/78 3/16/78 3/31/78 3/31/78 4/2/78 26.26 2.40 4.64 10.00 4.55 4.80 100.98 TOTAL PRINCIPAL RECEIPTS $ 101,859.31 PRINCIPAL CONVERSIONS INTO CASH Gain Loss Real Estate - 530 Carol St. New Cumberland, Pa. Proceeds - Inventoried at - $44,900.00 44,900.00 -0- -0- PRINCIPAL DISBURSEMENTS Register of wills - Probate, Letters & Short Certificates Bell of Pennsylvania - Decedent's Account C.S. willis & Sons - Fuel Oil - Jan., Feb. & March William S. Mahon, D.O. - Decedent's Account Pennsylvania Power & Light Co. - Decedent's Account - Feb. Billing St. Theresa's Church - Sister Eileen - Funeral Meal Gilbert W. Parthemore - Funeral Expenses Gilbert W. Parthemore - 10 Short Certificates Bell of Pennsylvania - March Billing 53.00 8.55 265.69 75.00 80.61 50.00 2,278.87 10.00 37.49 lIB[R 93 PAGE 211 -2- PRINCIPAL 4/7/78 4/13/78 4/13/78 4/20/78 4/20/78 4/20/78 4/20/78 4/20/78 4/28/78 5/22/78 5/22/78 5/22/78 5/22/78 5/22/78 5/22/78 5/22/78 6/12/78 6/12/78 6/12/78 6/12/78 7/19/78 7/19/78 8/2/78 8/6/78 8/30/78 8/30/78 8/30/78 9/28/78 9/29/78 8/7/78 8/7/78 9/29/78 10/30/78 12/9/78 DISBURSEMENTS - CONT'D The Patriot-Evening News - Advertise Letters Pa. Department of Revenue - Decedent's 1977 Income Tax Cumberland Law Journal - Advertise Letters Riverton Water Co. - Decedent's Account December - March Dale C. Stahle, M.D. - Decedent's Account C. S. Willis & Sons - Fuel Oil Beane, Kost & Cole, P.C. - Decedent's Account John L. Fogle Contractor - Repairs - House Anna M. Schriefer - Services Rendered - Decedent Bell of Pennsylvania - April Billing Borough of New Cumberland - Sewer & Refuse Pennsylvania Power & Light - April Edith Seipe, Tax Collector - Borough & County Real Estate Tax Edith Seipe, Tax Collector - Borough & County - Per Capita Tax Holy Spirit Hospital - Decedent's Account Register of Wills - payment on account of Inheritance Tax Bell of Pennsylvania - Final statement Holy Spirit Hospital - bal. Decedent's Account Joseph McGraw - House Appraisal Postmaster of Camp Hill - Postage Pennsylvania Power & Light - July Billing Riverton Water Co. - March - June R. F. Fager Co. - Plumbing repairs Stanley Jones - Lawn Maintenance Pennsylvania Power & Light - Final bill Riverton Water Co. - final bill Catholic Cemeteries - Engraving of Scroll Register of wills - Short Certificates - Stock Transfers Register of Wills - Filing Fees - Debts & Deductions, Inventory & Inheritance Tax Forms Stuard Derrick Real Estate - Commission Recorder of Deeds - 1% Transfer Tax Notary Fees - Debts & Deductions, Inventory Tax Forms, Account & Distribution Outstanding check at time of death Registe~ of wills - balance of Inheritance Tax Consolidated Edison Co. - Stock Transfer Cost Penelope Susan Weltmer - Executrix Commission Myers, Myers, Flower & Johnson - Attorney Fee Reserve - Filing Account, Distribution & Releases TOTAL PRINCIPAL DISBURSEMENTS 1I6LR 93 PI,CE 212 -3- 19.47 35.66 18.00 10.23 115.00 25.25 24.00 465.00 973.00 20.34 22.50 45.41 157.21 9.80 12.00 4,000.00 13.11 51.40 125.00 3.60 41. 99 11.18 13.63 24.00 28.76 1. 84 36.00 3.00 9.00 3,143.00 449.00 4.50 27.90 852.79 2.50 5,000.00 5,000.00 50.00 $23,704.28 PRINCIPAL DISTRIBUTIONS TO BENEFICIARIES To: Wendy Sue Weltmer - Cash Bequest To: Geoffrey E. Weltmer - Cash Bequest To: Jody A. Weltmer - Cash Bequest To: Kathryn Marie Park - Cash Bequest To: Eric Norman Park - Cash Bequest To: Andrew Karl Park - Cash Bequest To: St. Theresa's Roman Catholic Church - Cash Bequest To: Linda Anne Park - One-half Household Goods Linda Anne Park - 250 shares Dual-Lite Corp. Stock @ 14.9375 p/sh Linda Anne Park - 100 shares Leesona Corp. Stock @ 17.00 p/sh Linda Anne Park - 50 shares Consolidated Edison Stock @ 22.75 p/sh Linda Anne Park - Cash To: Penelope Susan Weltmer - One-half Household Goods Penelope Susan Weltmer - 1963 Corvair Automobile Penelope Susan Weltmer - 250 shares Dual-Lite Corp. Stock @ 14.9375 p/sh 100 shares Leesona Corp. Stock @ 17.00 p/sh 50 shares Consolidated Edison Stock @ 22.75 p/sh Penelope Susan Weltmer - Cash TOTAL PRINCIPAL DISBURSEMENTS INCOME RECEIPTS Leesona Corp. 3/78 Dividend 6/78 Dividend 9/78 Dividend Corporate Income Fund - Bache & Co. 3/78 Dividend Consolidated Edison 3/78 Dividend 7/78 Dividend 9/78 Dividend Dual-Lite Corp. 5/78 Dividend 7/78 Dividend 10/78 Dividend Harris Savings & Loan Interest 3/78 - 1/79 Dauphin Deposit Bank & Trust Co. Statement Savings 7/78 - 1/79 TOTAL INCOME RECEIPTS lIBER 93 PACE 213 -4- 500.00 500.00 500.00 500.00 500.00 500.00 250.00 500.00 3,734.38 1,700.00 1,137.50 24,000.00 500.00 100.00 3,734.37 1,700.00 1,137.50 7,500.00 $48,993.75 50.00 50.00 50.00 66.12 55.00 55.00 55.00 35.00 35.00 40.00 1,875.60 647.13 $ 3,013.85 INCOME DISBURSEMENTS 9/30/78 Pennsylvania Department of Revenue - Pennsylvania Fiduciary Income Tax Reserve - Pennsylvania Fiduciary Income Tax 43.59 50.00 TOTAL INCOME DISBURSEMENTS $ 93.59 /1hU(Jf1' J;(d/I,fJ , ;;dJ:tYr>d"'l) PENELO SUSAN WELTMER COMMONWEALTH OF PENNSYLVANIA: ss. COUNTY OF CUMBERLAND PENELOPE SUSAN WELTMER, 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. ,.' ""'''''''''''' 's~Or;fl ,t;o,.;md Subscribed E,,,u~ j~A/}A1../l~limM/ 'PENELO SUSAN WELTMER ,';,;~efore:', Iri~."t:his <"~...f'.: ,~,') ):-:.:- L.- " "'" .. '. f )1''>-'<j'-7".. - ,:' (~'<.':" '....><..:.:: :"@Z"""'"'<''''' -. '.'. .;~'r. ,,.-.. " " ;,"' '<;;""<1:~__"-- ~) I ~ day A.D., 1979. '~1' -___~ NotARY l'UBUC M CommluloD Expi.e. Dec. 21. 19B1 ~""",.. l'Q. Cumberl~Dd Cou~ y LlBER 93 PAGE 214 -5-