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Home My WebLink About03-30-79 ; ~ IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA ORPHANS' COURT DIVISION NO. 21-78-332 IN THE ESTATE OF SYLVIA Z. BRETZ A/K/A SYLVIA M. BRETZ LATE OF HAMPDEN TOWNSHIP ACCOUNT OF CLARK EDWARD BRETZ, EXECUTOR STATEMENT OF PROPOSED DISTRIBUTION Balance for Distribution per First and Final Account $49,091.48 DISTRIBUTION TO: Isabell Walters One-Third $16,363.83 TO: Natalie J. Titler One-Third $16,363.83 TO: Clark Edward Bretz One-Third $16,363.82 $49,091. 48 STATEMENT OF REASONS Decedent died Testate, leaving the residue of her estate equally to her three (3) children named above. qIdJlf~'7J COMMONWEALTH OF PENNSYLVANIA: ss. COUNTY OF CUMBE RLAND CLARK EDWARD BRETZ, 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. {l4tic:d~ /kJ- Sworn to and Subscribed , ' ' ' ' , 1 L', I I .~', i , f . . . ,.G!J...t.J~:X ~';"'th . ., o.i:l1 d .:';.~~~1!;,. " " l.S ..c ~I ay /'r;~SJ;;...",.:". ~.':~ ~,:~~'C ~'.'_~' }.' \. ;"~'.'Q~;'.~~ch,;~~;\J:i., 1979. t'.~< :.J;'\Xb:l.('.?; );) . ....~)' ',- '," ....</0 ,~. ~ ". " "'............. ~ . , ~-'" . .' ~. ',).' ,. ,,' ..,;.........,';,)~Q,.ARY PUBIJ My COiD:miuioll Expires Dee. 21, 1981 LemoyDe, PQ. Cumberlaud Coun ., L~'ji 93 i';;GE 360 COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA ORPHANS' COURT DIVISION NO. 21-78-332 ESTATE OF SYLVIA Z. BRETZ A/K/A SYLVIA M. BRETZ LATE OF HAMPDEN TOWNSHIP FIRST AND FINAL ACCOUNT OF CLARK EDWARD BRETZ, EXECUTOR . \ " Date of Death: June 11, 1978 Letters Granted: June 28, 1978 First Complete Advertisement of Grant of Letters: Cumberland Law Journal: July 21, July 28 & August 4, 1978 Patriot-Evening News: July 12, July 19 and July 26, 1978 SUMMARY & INDEX Pages PRINCIPAL : Receipts Gain or Loss on Conversions Adjusted Balance Less Disbursements 2 2 $59,113.66 -0- 59,113.66 11, 469 .~4 3 Principal Balance Remaining INCOME : Receipts Less Disbursements 1,547.46 100.00 3 3 Income Balance Remaining COMBINED BALANCE REMAINING* Combined balance remaining consists of cash. L:':'_' '," 0 -. "[ 3 i- C ,. II vu ,.,~l; OJ\) $47,644.02 1,447.46 $49,091. 48 . PRINCIPAL RECEIPTS Real Estate No. 103 North 21st St. Camp Hill, Pa. Sold - 10/20/78 - Sale Price School, County and Borough Tax adjustments at settlement - Dauphin DEposit Bank & Trust Company - Checking Account No. 17-67-598-7 - Close-out balance Harris Savings Association Optional Passbook Account No. 36629 Closed 9/29/78 - closing balance, plus interest Dauphin Deposit Bank & Trust Company certificate of Deposit No. 1002 - $6,000.00 Certificate of Deposit No. 1066 - 7,000.00 Certificate of Deposit No. 1037 - 7,000.00 Cashed 1/18/79 - balance, plus interest Miscellaneous personal property sold - Refund - Bell Telephone Company Continental Life Insurance Company Benefits paid under Policy No. 341021 Refunds - Blue Cross - Blue Shield TOTAL PRINCIPAL RECEIPTS PRINCIPAL CONVERSIONS INTO CASH Real Estate - No. 103 North 21st. St. Camp Hill, Pa. Inventoried at - Proceeds $33,000.00 33,000.00 Personal Property Inventoried at - Proceeds 46.10 46.10 TOTAL No Gain or Loss Transferred to Summary L;~~:: (:.,)'1 ,....v I',~CE 357 -2- $ 33,000.00 190.86 1,524.80 2,988.31 20,036.36 46.10 5.11 1,291.42 30.70 _, t. $ 59,113.66 Gain -0- -0- -0- Loss -0- -0- -0- ~ PRINCIPAL DISBURSEMENTS 1978 June Register of Wills - Probate, Letters and Short Certificates patriot-Evening News - Advertise Letters Cumberland Law Journal - Advertise Letters Jeff Miller - Rent Reimbursement Anne F. Keller, Tax Collector - Borough & County Real Estate Tax Anne F. Keller, Tax Collector - Camp Hill School District Real Estate Tax Myers-Hall Funeral Home - Funeral Expenses Milton S. Hershey Medical Center - Decedent's Account Blue Ridge Haven West - Decedent's Account Register of wills - File Inventory, Debts & Deductions & Tax Forms Notary Fees - Inventory, Debts & Deductions, Tax Forms, Account & Distribution Jack Gaughen Realtor - Commission - Sale of Real Estate Miscellaneous expenses - sale of real estate Recorder of Deeds - Real Estate Transfer Tax Aug. Sept. Nov. Oct. 1979 Jan. Register of Wills Inheritance Tax Myers, Myers, Flower & Johnson - Attorney Fee Reserve for close-out costs TOTAL PRINCIPAL DISBURSEMENTS INCOMIE RECEIPTS Rent July August Jeff Miller Jeff Miller Interest Dauphin Deposit Bank & Trust Co~pany Interest - Statement Savings Acdount No. 12-6-0606-5 - Estate Account - to 1/1/79 January & February Interest - Estimated Dauphin Deposit Bank & Trust Company Interest earned on Certificates of Deposit - TOTAL INCOME RECEIPTS INCOME DISBURSEMENTS Reserve - Department of Revenue - Decedent's Personal Income Tax - 1978 Department of Revenue - Fiduciary Income Tax return - TOTAL INCOME DISBURSEMENTS L;.ij: .r', -',> l',,' I ........ i',~CE 358 -3- . . 42.00 21. 63 18.00 100.00 132.70 241. 28 1,861.24 35.00 419.50 9.00 4.50 2,310.00 5.00 330.00 3,039.79 2,800.00 100.00 $11,469.64 200.00 200.00 278.53 364.00 504.93 $1,547.46 100.00 $ 100.00 , . '. ". COMMONWEALTH OF PENNSYLVA..~IA: ss. COUNTY OF CUMBERLAND CLARK EDWARD BRETZ, 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. ~A~~~~~' S\<:t{G>t'il',"'ft;";and Subscribed ..l.,~~,>t-tt,~Li> .' /J a ""'~ '...' ~~~~t:~~~~::tti'iS 2<1 oth day f~~~=::Jf~:(:t" (, ~\ :\";~ \ : ~ '!) ~~,"1f8'X:0J1., ~ q. 1 9 7 9 . :f;1.1',;:\':~" :..~] /::: ./ ~''I> ':,."; '- \ .. '....:'_.: ~&~.: ,'." ~#'~: L. ......,.. .' III'~':' ",:. '->" .,::~... \. "f#'~'lli\"JJlt'il'NOTARY PUB M, Comml.oIQ11 hplres D.o. 21, 1981 LelllOyDe, Pa. Cumbezlancl Couu'y li.,'.,:: ~;J i';,CE 359 -4- - - -- ~.lJ.I9.1.?....Account CoMirmE ~bSolutel:l and distribution decreE In accordance with proposed schec ule ~ ]tribUtlOn herewith. t t/1 O' ...... 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