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HomeMy WebLinkAbout04-24-79 ... IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION IN THE ESTATE OF BERTHA F. BROWNAWELL, a.k.a. BERTHA BELLE BROWNAWELL LATE OF LOWER MIFFLIN TOWNSHIP SCHEDULE OF PROPOSED DISTRIBUTION The Petition of Richard L. Brownawell and Pauline E. Heller, Co-Executors, by their attorney, Ruby D. Weeks, respectfUlly represents: 1 The Decedent died July 10, 1978, testate, and Letters Testamentary were granted on August 28, 1978. 2 The Decedent was not survived by any spouse. 3 The names of all persons having any interest as heirs or next of.kin are as follows: NAME RELATIONSHIP INTEREST CAPACITY Son 1 Adult sui juris 4 Daughter 1- Adult sui juris 1+ Son 1 Adult sui juris 4 Son 1 Adult sui juris 4 Richard L. Brownawell Pauline E. Heller George B. Brownawell William S. Brownawell All parties in interest are living. 5 All parties having or claiming any interest in the estate, of whom the accountant has notice or knowledge, including the parties in interest, have had written notice of the filing of the account and schedule of proposed distribution, and that the account and schedule of proposed distribution will be called for confinnation on June 19, 1979 at 9:30 a.m. 6 There are no unpaid creditors of the estate of Bertha F. Brownawell. 7 Pauline E. Heller qualifies to receive the family exemption and it therefore has been claimed and paid. 8 Pennsylvania Transfer and Inheri tance Tax has been paid in fUll. 9 The Decedent was not a fiduciary of another estate nor surety on the bond of a fiduciary . 115LR 93 f~~( ~82 r 10 No share has been assigned or attached. 11 WHEREFORE, your Petitioners asks that distribution be awarded to the persons thereunto entitled in accordance with the Last Will and Testament of Bertha F. Brownawell, a.k.a. Bertha Belle Brownawell, late of Lower Mifflin Township, Cumberland County, Pennsylvania, and suggest that the distributive shares of principal and income are as follows: PRINCIPAL Each heir to receive one-fourth of total principal remaining consisting of the real estate and equalling in value . . . . . . . . . . .$53,149.29 The Real Estate is described as follows: All that certain tract of land situate in Upper and Lower Mifflin Townships, County of Cumberland, State of Pennsylvania, with buildings and improvements, as described in deed of heirs of William H. Nelson to Edgar F. and Bertha Belle Brownawell, dated April 1, 1944, recorded in Cumberland County Deed Book 27 "A" page 323, containing 81 acres, 20 perches. Edgar F. Brownawell died October 10, 1977, vesting complete title in Bertha Belle Brownawell. INCOME Each heir to receive one-fourth of total income remaining. . ..$ 390.00 TOTAL. . . . . .......... . $53,539.29 RespectfUlly submitted, Ruby D. Weeks, Esquire Attorn~y for Petitioners COMMONWEALTH OF PENNSYLVANIA : COUNTY OF CUMBERLAND Richard L. Brownawell and Pauline E. Heller ,Co-Executors, being duly sworn according to law, depose and say they are the Accountants in the Estate above named and that the facts set forth in the Statement of the Reasons for the Proposed Distribution are true and correct. d~A,"'-<h4L>~JJt Richard.L. Brownawell Sworn and subscribed to before me this ;;c!J~ day of ??~ ' 1979. LJ~ t #"~~ Pauline E. Heller W ANDA ~. >,.,(\".: A: -tt....., '...... "~~y. .' PUBLIC ~'~~~Q ."~~+ Car~J:-WbJ3.~~ ,,~ty My ~t~1i;€tober 8, 19 '81 "'..un" U8i~ 93 f~i;[ (83 - RE: ESTATE OF BERTHA F. BROWNAWELL TO WHOM IT ~mY CONCERN: I, Pauline E. Heller, daughter of Bertha F. Brownawell, deceased, lived in the same household as the deceased from May 31, 1978 to July 3, 1978 , at which time my mother entered the hospital where she remained until her death on July II, 1978. I hereby request payment of the $2,000.00 family exemption allowance to which I am entitled under 20 Pa. C.S. ~ 3121. Wi tness my hand and seal this / .2- day of ..J~ 1978. @ru~~ C Yd/LA-/ Pauline E. Heller Sworn and subscribed before me tH"t..#~,. ",""t\ t q.'it$'i,/.:J. H day of ..'~~'\t>. ... ~..: )0"'~ :'~~ ',\OtI ::7::' .'-Si\ ~.e-:: '~}" :,..\', :: C? '-' ... (~'.-.: :: :CJ... F ....-: .' " ,j;;, ~ .: >('~.--,t'VL 1 1978. STEPHANIe J. YOST, Notary Public Carlisle, Cumberland Co., Pa. MrCommission Expires Feb. 22, 1982 l18[R 93 fAGE 784 .. ?~ ,,<; r,:; 0.: r:, ,.... W ~:- . ~ ;)- ~-~ &?~ !t~_1;:(: ~ ~ ,~ " '3 t: )0 j~ ;' -.1ooZ <'; -~O 0 ~~, ~J2j;j - ~. ~-' .- ~"tt::d;t~F{:~ !i~~i~ ~o. ~ ::d IIPI 0- .....t:rJ n ~. Wt:rJ rl\ ..... ..,;j"''' ~ ..... ~ ('D ::l o ..... is. \\) r6Z1 -f;VZ (l. IL) f:tol.l V d '3:'lSrnrvo .ta:I'UJ.s ll:!IAONVH "N t M01 ~ AaLuolJ'y' SJIggA\. -0 xanll ~...; ~ ;:. ,; ': '.'- ..... ( I: en (: '"' () ~. I"" ~.~;' ~::~,- d o ;::; :': ~ r+ ,..J ,-,- b r.).. r-;" (J, r _,_ r/) ( ~z ~. r,:; :~ c: .) ~:... tD 1-"1; ~ H~ .1 ;) '< ;__~ ('h. " ~ g- ~ r-~ ,.) ~ ~l; ~. () M- '-.i..l ('t) ::s \"., (.) () ri' ~o : t::I ::l .J st- 0 ~ ct. :-::.; ('"l ~ ('0 ~-~. a ;:~ ~.J r+ ,- ~ ~..,; (D ~l ~~ ~ ;':~ 0 ~:. ~E ~ aq >--' 8' r;. 0 p. (]) ..., (f) (") ~ t:1 ~ o 'T1 0--0 ~ o ~ t:1 t:1 H (f) M :::0 H ~ t-3 H o Z s:~!z! ~k~ o. ti:l 'T1 tI:1tJ:j L'tJ:j(/.l ~:::o~ :::o~~ ~~~ tQ~~ !z!trl~ M~~ ~Z'T1 :z: :I> · ~~trl H~::O t-cJL'O ~ ~ L' L' @(")!z! ~i~ (f}L' -~8 ~ 8oS3 ....... S3 8M ' ~~~ H~(") ;:j'" g (f}0--0~ HtljO ~~z (f}t-cJ ~~ ~t7i ~~ ~ ~ , ~ ""-3 .'" ,"-- ./ COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION ESTATE OF BERTHA F. BROWNAWELL a.k.a. Bertha Belle Brownawell, Deceased Late of the Lower Mifflin Township FIRST AND FINAL ACCOUNT OF RICHARD L. BROWNAWELL AND PAULINE E. HELLER, CO-EXECUTORS Date of Death: July 10, 1978 Letters Granted: August 28, 1978 First Complete Advertisement of Grant of Letters: September 8, 1978 Account Stated to: StM1ARY & INDEX Pages PRINCIPAL Receipts Net Loss on Conversions $70,619.38 -0- $17,470.09 -0- Less Disbursements, Administration 2 2 2 Less Distributions to Beneficiaries 3 3 Income Balances Remaining COMBINED BALANCE REMAINING COMPOSITION OF NET BALANCES PRINCIPAL $ -0- $ 5,478.38 $65,000.00 $ 141.00 .$ -0- Cash Personal Property Real Property Subsequent Receipts Principal Conversions into cash, net loss INCa.1E Cash $ 390.00 TOTAL NET BALANCE PRINCIPAL RECEIPTS Inventory Filed Personal Property: 1. Received, Medicare Payment, 7/14/78 $ 19.20 2. Received 7/20/78 from sale of stock concluded 400.00 before death 3. Recei ved, .auction proceeds from public sale 9/8/78 5,021.60 of personal property. Total Gross $5636.60 less $615.00 costs and commission 4. Refund of overPayment, Carlisle Hospital 9/13/78 17.58 5. Received, Cumberland Valley Cooperative Assn., 20.00 sale of 2 shares @ $10.00 (Subject to family exemption claim of Pauline E. Heller of proceeds from items reserved and sold at auction.) TOTAL = . " $70,619.38 $53,149.29 390.00 $53,539.29 $70,619.38 _$71,009.38 $55,478.38 Real Property: All that certain tract of land situate in Upper and Lower Mifflin Townships, County of Cumberland, State of Pennsylvania, with buildings and improvements, as LJZLR 93 f';G[ 779 .r .~ 01 described in deed of heirs of William H. Nelson to Edgar F. and Bertha Belle Brownawell, dated April 1, 1944, recorded in Cumberland County Deed Book 27 "A" page 323, containing 81 acres, 20 perches. Edgar F. Brownawell-died October 10,1977, vesting complete title in Bertha Belle Brownawell. TOTAL Subsequent Receipts 11/22/78 State of Pa. Tax Rebate TOTAL PRINCIPAL RECEIPTS PRINCIPAL CONVERSIONS INTO CASH two (2) shares Cumberland Valley Coo~erative Assn. Proceeds $20.00 Inventoried at $20.00 Total Net Loss Transferred to Summary PRINCIPAL DISBURSEMENTS Administration 8/22/78 10/3/78 Register of Wills, Letters Testamentary $ and Short Certificates The Evening Sentinel, advertising Letters Testamentary Cumberland Law Journal, advertising Letters Testamentary Ruby D. Weeks, Esquire, reimbursement for inventory filing fee to Register of Wills Belvedere Medical Corp., Balance Due Pauline E. Heller, family exemption Ruby D. Weeks, reimbursement for notary fees Cumberland County Register of Wills, filing fee account Cumberland County Register of Wills, final inheritance tax payment 11/10/78 11/21/78 TOTAL Other Disbursements 9/11/78 10/3/78 11/10/78 11/10/78 Brandt Insurance Co., Property Insurance due Register of Wills, estimated Penna. Inheritance Tax Egger Funeral Home, Funeral Expenses William S. Brownawell, reimbursement for 1978 School Real Estate Taxes due & paid United Telephone, Final Phone Bill William S. Brownawell & Arthur C. Heller, debt due on note Register of Wills, filing fee for Penna. Inheri tance Tax Return Ruby D. Weeks, Esquire, Attorney Fee Richard L. Brownawell, Co-Executor fee Pauline E. Heller, Co-Executor fee Ruby D. Weeks, notices, certified mail 11/28/78 1/10/79 TOr AI.. GRAND TOTAL DISBURSEMENTS liB[R 93 fA:;[ 'SO j 141.00 Gain -=cr= -0- -07' 40.00 20.15 18.00 3.00 102.30 2,000.00 3.00 33.00 39.65 141.00 3,200.00 2,105.00 399.84 . 1.65 3,000.00 6.00 2,819.50 1,761.50 1,761.50 15.00 f $65,000.00 $70,478.38 $70,619.38 Loss -=cr= -0- -0- $ 2,259.10 .$15,210.99 $17,470.09 ., .... J II> PRINCIPAL DISTRIBUTIONS TO BENEFICIARIES None INCOME RECEIPTS Donald Leatherman, 6 months rental of farm acreage @ $15/acre $ 390.00 j\ 390.00 Total Income Receipts INCOME DISBURSEMENTS None INCOME DISTRIBUTIONS TO BENEFICIARIES None d;jAAlrr~~4 Richard L. Brownawell o~~ C 7~ Pauline E. Heller CCMMONWEALTH OF PENNSYLVANIA: COUNTY OF CUMBERLAND Richard L. Brownawell and Pauline E. Heller, Co-Executors, being duly sworn according to law, .deposeand say 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. ,~~Jl,fxL~ . Richard L. Brownawell (?a~ ~ 7/~ Pauline E. Heller Sworn to and Subscrib~d ",\'\'''~~~tQ~~'me this ~~ day /....,"vt-l.:Of.~.~ :i~.,,:g - , 1979. :: ,,"yo, "'6 C,ro-"-;:- -~""l~ ~.<<...;"..' = ~..~~. "'~;:~:Ai~';~ ~ -<:.':! o~ ~ r.3f- - ,..... -;r, ,'..~;,..#o_~J~- ;~.~ .,\~" .'" ., ~ ~ '-~.. -~;~ ..t.. , '.' ~ 1" \'$; ~'~.~..- '\< C!.".i.t~~, NOTARY PtJBL1C IliJ,,:4i#l~'i'f.~.North Hanover Street lilll'~arlisle C Me'. umberland County Y OJnmJssion Expires October 8, 19~ / l~LR 9J fACt 781 ,J' ~ '. r- eo ,..., :;Ig , tC c...J ...., ::t" ~. r"1 ~,~ (X) c.n r", '-' ~ ..... t:J f:, (i; t. r-' ~ <: C; 8. (";) () l>:J 0 ~~ t-t t-t (,) '< )--{ .. n \.." ::r --. " (";) L.o ~. U ~>-' !..Il. f' . UL I V d '3:'ISI1KVO ;pr:1UI.LS H3AONVH '.,N; t "'01 -IV ^at.UOIlV S}J33A\ 'O.AJI!lU '1:l~t-:J:j III 1-" H C~~ I-' CI.l ~''1 t-3 CDo.~ ML't1 . . t-:J:j ::r::t:r:lH ~6~ CD~p ..'1 ~ 0 CDO 01-'0 Ol-'~ b~O CDQ.t-:J:j 8 (""t- o '1 C/J ..,r -' -.~ "'-. A'1'U<...L:i~f..Account C~1rmecf absol utely and distribution c;lecreMl in accordance With prOposed Sched. u/. Of ."""M'O; .~rlt,h h/J.B Byy 1 thue CO~~ FJ. L'IllM p. CI.l t-3~t-3 M. p o~~ t-:J:jt:r:lO L'Mt-:J:j O~tl:I ~~~ ~ t-3 ~gH~ ~bt-:J:j L' M' Ht:r:ltl:l :Z:::O~ C5ii ~~~ ::r::L'L' ~L'L' OOH ::o~:z: '1:l~t-3 ::I::M::r:: ~f!tI:l9J -po, :Z:O (J1:::1~' 00t-3--..1 ~ootooy t-3~t-:J:j \ ~~o~ ~.. ~.~ ~~~'i ~~:z: :Z:CI.l'1:l ~~ ;;~ :Z:o t;;t-:J:j Form RC C -10 OFFICE OF TNE REGISTER OF WILLS ~ 1- '11--. 7<S7 STATEMENT bF OEBTS AND DEDUCTIONS DEDUCTIONS ALLOWED IN THE SUM OF _. _ . . . . . . _ . . $ul'f~ltz3fj .,. ;lulf..J~19 OF CUMBERLAND COUNTY AND AGENT OF THE COMMONWEALTH ESTATE OF Bertha F. Brownawell, a/k/a LATE OF Bertha Belle Fulton Bl~wnawell, Bertha Bel e Brownawe (jMDo : tJ }Q ffj. DATE 01" DEATH 7 10 7S DATE OF FILING APPRAISEMENT , ' ,. , f IQ7A DATE NO. OF NAME OF PAYEE REMARKS AMOUNT VOUCHS''' 8 22 1 Cumberland Co. Register of Wills probate , letters, 3 short cer . 40 00 9 11 2a Yorktown Mutual/Brandt Ins. Co. Property insurance premium 141 00 3 The evening Sentinel estate advertisement 20 15 4 Cumberland Law Journal estate advertisement 18 00 6 Frank C. Egger funeral expenses 2105 00 7 sch~ol 84 Mariorie E. Walter/Tax Collecto n Lower Mifflin Two. rea estate 399 taxes 11 1n 8 United telenhone last phone bill 1 65 11 10 10 Rubv D. Weeks. Esauire filing inventorv 3 00 11 10 11 Belvedere Medical Corp. last medical expenses 102 30 12 Pauline E. Heller family exemption 2000 00 11 William S. Brownawell & Arthur renavrnent of note 7/26/77 lnnn nn Heller TOTAL PAID $7830 94 ~ .. . Richard L. Brownawell ~ executors fee (2!%) 1761 50 P~1I1;ne E. Heller :I; executor's fee (2:1;%) 1761 50 Ruby D. Weeks, Esquire 4% attorney fee 2819 50 TOTAL RESERVED $6342 50 TOTAL $14,173 44 COMMONWEALTH OF PENNSYLVANIA } COUNTY OF CUMBERLAND ..: I. Richard L. Brownawell and Pauline E. Heller HEREBY CERTlI"Y. THAT. TO THE BEaT OF MY KNOWLEDGE AND BELIEF. THE I"OREGOING 18 A JUST AND TRU E arATEMENT OF DEBTS, I"UNERAL EXPENSES AND EXPENSES 0.. ADMINISTRATION SUBMITTED TO THE ESTATE 0.. Bertha F. Brownawell DECEA..D. AS DEDUCTIONS FOR INHERITANCE TAX PURPOSES. 'WOR. '~_CR"'" "'ORE HO TN" L ~~~'~ ~ WANDA K. HUNTER, NOTARY PUBLIC 4 North Hanover Street Carlisle, Cumberland County My Commission Expires October 8, 19f/ DAY OF (JQ~~~C ?;f~ .ai:/r/f1~2rA~)4 (L. s.) (L.S. )