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Home My WebLink About08-29-79 " . '. FIRST AND FINAL ACCOUNT OF THELMA K. JOHNS, EXECUTRIX OF THE ESTATE OF ESTHER A. FAIR, LATE OF THE BOROUGH OF CARLISLE, CUMBERLAND COUNTY, PENNSYLVANIA, DECEASED. ESTHER A. FAIR DIED ON OCTOBER 11, 1978. LETTERS TESTkMENTARY WERE ADVERTISED IN THE EVENING SENTINEL ON OCTOBER 23RD, OCTOBER 30TH AND NOVEMBER 6, 1978; AND IN CUMBERLAND LAW JOURNAL ON NOVEMBER 3RD, 10TH and 17TH, 1978. DEBITS PRINCIPAL OF PERSONAL ESTATE I I 'I The Accountant charges herself with items of principal of II personal estate received by her as follows: II Ii II il October 20, 1978: Ca sh. . . . . . . . . . . . . . . . . . . . . . . e . . . . e . " . . . . " . " . . . . ,.,. .0 . $ 195.00 I I I I Checking Account No. 4-9485-2, Farmers Trust Company I Carlisle, Pa. & . . . . . . . . . e. . '" . " .. . . II' . ., " . . . . /I 2,438.07 i I I' I; !: I i " ii I I Savings Account No. 1-30586-9, Farmers Trust Company, Carlisle, Pa............................ 3,442.96 Savings Account No. 6750, Carlisle Building and Loan Association, Carlisle, Pa................... 4,290.88 Savings Account No. 135204, Cumberland Valley Savings and Loan Association, Carlisle, Pa....... 7,773.27 Savings Certificate No. 11-1345, Carlisle Building and Loan Association, Carlisle, Pa............... 17,450.32 I Ii Ii I. iI Ii I I I I Savings Certificate No. 09-3102, Carlisle Building and Loan Association, Carlisle, Pa...... 5,000.00 Savings Certificate No. 6691330, Cumberland Valley Savings and Loan Association, Carlisle, Pa. 10,000.00 II II I: 11 11 r Ii II II Ii II II II Savings Certificate No. 6692965, Cumberland Valley Savings and Loan Association, Carlisle, Pa. 5,000.00 $1,800.00 American Telephone and Telegraph Company 30 year 8.34% Debenture due May 15,2000.. 1,800.00 65 shares of $4.00 convertible preferred stock of American Telephone and Telegraph Company...... 4,184.38 1300 shares of common stock of American Telephone and Telegraph Company.................. 80,031.25 Series "H" U.S. Government Bonds. ................ 12,500.00 Elgin Watch...................................... 100.00 Miscellaneous Jewelry............................ 75.00 II ~ ~ i I - 1 - ().t.. I.' i" V"t IM.),- J34 LI3lR II !' I I /I " '" . ... Miscellaneous Coins.................. ............$ 558.97 Household furniture and furnishings.............. 4,137.50 December 14, 1978: II 'I , Medicare Reimbursement........................... 28.00 December 18, 1978: i I II II r Blue Cross Reimbursement. . . . . . . . . . . . . . . . . . . . . . . . . 7.00 TOTAL........ .$159,012.60 INCOME OF PERSONAL ESTATE The Accountant charges herself with items of income of personal estate received by her as follows: III I / I Ii November 1, 1978: Interest, Savings Account No. 1-30586, Farmers Trust Company, Carlisle, Pa...................... $ 65.83 Interest, Savings Certificate No. 6692965, Cumberland Valley Savings and Loan Association, Car 1 i s 1 e, P a. . . . . . . . . . . . .. . . .. . . . . . .. .. . .. . It .. II .. . . .. .. . . . 31. 94 Interest, Savings Certificate No. 09-3102, Carlisle Building and Loan Association, Car 1 i s 1 e, P a . . .. . .. .. .. . . . .. .. .. .. . . . . . .. . . . .. .. .. . . . . . . .. .. . .. . 30.30 Dividend, $4.00 convertible preferred stock of American Telephone and Telegraph Company......... 65.00 November 10, 1978: Interest, Savings Account No. 6750, Carlisle Building and Loan Association, Carlisle, Pa...... 82.87 Ii Interest, Savings Account No. 135204, Cumberland Valley Savings and Loan Association, Carlisle, Pa. 149.14 Interest, Savings Certificate No. 11-1345, Carlisle Building and Loan Association, Carlisle, Pa...... 479.02 'I I I Interest, Savings Certificate No. 09-3102, Carlisle Building and Loan Association, Carlisle, Pa...... 10.08 Interest, Savings Certificate No. 6691330, Cumberland Valley Savings and Loan Association, Carlisle, Pa........................................... e_ . e _ .. .. II! .,. .. .. 247.09 Interest, Savings Certificate No. 6692965, Cumberland Valley Savings and Loan Association, Carlisle, P a.. .. . .. .. .. .. .. .. .. .. .. .. .. .. 111 .. .. . .. .. .. .. .. .. .. .. .. .. . .. .. .. .. .. 9.25 November 15, 1978: Interest, American Telephone and Telegraph Company, Debenture............................... 78.75 I - 2 - liSlR 94 rM,,[ J35 II I .. Dividend, American Telephone and Telegraph Company, common................................... $ 1,495.00 December 14, 1978: Interest, interim Certificate of Deposit......... January 14, 1979: Interest, interim Certificate of Deposit......... February 1, 1979: Dividend, $4.00 convertible preferred stock of American Telephone and Telegraph Company......... February 14, 1979: Interest, interim Certificate of Deposit......... March 14, 1979: Interest, interim Certificate of Deposit......... April 2, 1979: Dividend, American Telephone and Telegraph Company 1 conunon.................. G .. .. .. .. . .. .. ill . . .. . .. ~ .. .. .. .. .. .. .. . April 14, 1979: Interest, interim Certificate of Deposit......... May 1, 1979: Dividend, $4.00 convertible preferred stock of American Telephone and Telegraph Company......... May 14, 1979: Interest, interim Certificate of Deposit......... May 15, 1979: Interest, American Telephone and Telegraph Company, Debenture.................... '" .. . .. .. 11 '" .. . -- .. 4J: .. ~. . . "" '" .. ~ .. I June 14, 1979: I I Ii I Interest, interim Certificate of Deposit......... July 14, 1979: Interest, interim Certificate of Deposit......... August 14, 1979: Interest, interim Certificate of Deposit......... 208.33 208.33 65.00 208.33 208.33 1,625.00 208.33 65.00 208.33 78.75 208.33 145.83 145.83 TOTAL.........$ 6,327.99 - 3 - libU~ 94 r h,}[ J3t> /I " '. ' TOTAL PRINCIPAL OF PERSONAL ESTATE..............$159,012.60 TOTAL INCOME OF PERSONAL ESTATE................. 6,327.99 TOTAL DEBITS........... 165,340.59 CREDITS ADMINISTRATION EXPENSES, ETC. Richard E. Anderson, Esq., Letters Testamentary......$ The Evening Sentinel, Advertising Letters............ Cumberland Law Journal, Advertising Letters.......... Ewing Brothers Funeral Home, Funeral Expenses........ Westminster Cemetery, Inc., Grave Marker............. Masland Associates, Inc., Statement.................. Robert L. Thompson, M.D., Statement.................. Belvedere Medical Corp., Statement................... V. H. Mountz, Appraising............................. Benny E. Rowe, Auctioneers........................... United Telephone Co., Statement...................... Mary Shipley, Statement.............................. William Johns, Jr., Statement........................ H & R Block, Inc., Statement......................... Pa. Dept. of Revenue, 1978 Income Tax................ Internal Revenue Service, 1978 Income Tax............ Thelma K. Johns, Reserve for Closing Expenses........ Thelma K. Johns, Accountant Commission............... Bietsch & Morgenthal, Attorney Fee................... Internal Revenue Service, Federal Estate Tax........ Commonwealth of Pa., Pa. Inheritance Tax............. 33.00 16.65 18.00 2,458.00 10.00 I 100.00 I' 35.00 10.00 I 7.95 I 1,122.45 I 19.03 250.00 I 10.00 1 25.00 I 58.60 1,397.50 I 300.00 I 7,600.00 I 7,600.00 1,441.80 I 2.0,560.71 I I I TOTAL.........$ 43,073.69 DISTRIBUTION The Accountant claims credit for items of distribution made by her as follows: Jennie Adams: Specific bequest, cash................$ I, (I Drexel Collier and Olga Collier: Specific 500.00 1,000.00 1,000.00 450.00 450.63 8,926.56 450.63 bequest, cash............................. e ., . . ... . . .. . . . . Ii il Allison United Methodist Church, Specific bequest, cash...................~...... It..... '11\..,.. ~.. II! ~...... "l~.'" Ii ii Nancy J. Clyde: r I I I' Ii ! I Ii I: /1 II I: I I Sterling silver flatware, in kind, inventoried at. 7 shares of $4.00 convertible preferred stock of American Telephone and Telegraph Company, in kind, inventoried at.............................. 145 shares of American Telephone and Telegraph Company, common, in kind, inventoried at William L. Johns, Jr.: 7 shares of $4.00 convertible preferred stock of American Telephone and Telegraph Company, in kind, inventoried at.............................. - 4 - liSLR 94 rM0[ 53(><1 , i I I II I Ii ,I II I, I 1/ " . . . 145 shares of American Telephone and Telegraph Company, cornmon, in kind, inventoried at.........$ 8,926.56 Betty C. Shamro: I I ,I I 7 shares of $4.00 convertible preferred stock of American Telephone and Telegraph Company, in kind, inventoried at............................. 450.63 145 shares of American Telephone and Telegraph Company, cornmon, in kind, inventoried at......... 8,926.56 Thelma K. Johns: I I I I iii :i Ii II Elgin Watch, in kind, inventoried at............. 100.00 Miscellaneous jewelry, in kind, inventoried at... 75.00 Miscellaneous coins, in kind, inventoried at..... 558.97 Chest of drawers, in kind, inventoried at........ 10.00 Upholstered chair, in kind, inventoried at....... 20.00 $1,800.00 American Telephone and Telegraph Company Debenture, in kind, inventoried at....... 1,800.00 44 shares of $4.00 convertible preferred stock of American Telephone and Telegraph Company, in kind, inventoried at............................. 2,832.50 865 shares of American Telephone and Telegraph Company, cornmon, in kind, inventoried at......... 53,251.56 i i I I I II I TOTAL.........$ 89,729.60 TOTAL ADMINISTRATION EXPENSES, ETC.............$ 43,073.69 TOTAL DISTRIBUTION............................. 89, 729.60 TOTAL CREDITS..........$132,803.29 TOTAL DEBITS................................... $165,340.59 TOTAL CREDITS.................................. .132,803.29 BALANCE.......$ 32,537.30 ASSETS There remains in the hands of the Accountant, assets as follows: Ca s h : . . . _ _ _ . _ . _ _ e . . _ eo _ . . .. . . . . . . . . . e f!. . . '" ., . e ~ __ t!t . . e_ . . . . $ 32. , _53 7. 30 TOTAL.........$ 32,537.30 .. /" ~-;--. ,i y.. / ~ /4.:' f. ).)-'. :;-, /1 . iT /;, , John'S' 'rhelma K. - 5 - li~i.H 0, " . ~'':t iM)[ ~~ II " .. . I I "I I I I i ~ . . " COMMONWEALTH OF PENNSYLVANIA 55. COUNTY OF CUMBERLAND Thelma K. Johns, being duly sworn according to law, deposes and states that the foregoing Account is true and correct to the best of her knowledge, information and belief. Thelma K.' Irj,}~,i, John I I II I ~;t~{, ,J, Sworn to and subscribed before me this ,.:~(i--"'S;., day of "-)A>-l'J'>-s:t~ 1979. I I n_t: J\~ c----; / :,--}/_ '<, P,,, , ' /? /-'" "- ~ ,~ .~.,.\.o'l. :..." ~.\:' ," ~,. (".. "e Y- '-" f' ,>:' ''Y ~. U ;': f;. . /:~: \t '- 1<:-," fl~_~ ~ "I~'ij ~ ' ;,: .~ ~', t~ '''-'':A); L~'J,Aj.)lCF E. !-.i~DT7!,!-R. t',10TARY PUBLIC ,.,{/ (' 'l~- , ~ 't ~- ,! \1\'j ','<.,,~ 1'r)"'H' ''Ii Carlis!e, PA p ;.1 r''MY Ccccm ission Expi res Jon uory 27, 1983 I I Janice E. Hertzler Notary Public lJ \ . .' ','{ I'. . ,"r r II I i i I II ) - 6 - U~lH 0'" " r ~lq "'101.. J.3~ ...........- II - . II I I STATEMENT OF PROPOSED DISTRIBUTION OF THEL~~ K. JOHNS, EXECUTRIX OF THE ESTATE OF ESTHER A. FAIR, LATE OF THE BOROUGH OF CARLISLE, CUMBERLAND COUNTY, PENNSYLVANIA, DECEASED. i I i The Accountant proposes to distribute the assets remaining ! in her hands, consisting of cash in the amount of Thirty-Two 1,1 Thousand Five Hundred Thirty-Seven and 30/100 Dollars ($32,537.30), as follows: I I I 1. Escrow retention for final audit and determination of the Federal Estate Tax Return; with distribution thereafter to the residuary legatees in the proportions provided in decedent1s Wi11.....................$ 1,800.00 2. Thelma K. Johns................................. 19,996.57 3. Nancy J. Clyde.................................. 3,280.24 4. William L. Johns, Jr............................ 3,730.24 5. Betty C. Shamro................................. 3,730.25 TOTAL.........$32,537.30 II The above distribution is proposed because the Last Will and Testament of the decedent, after bequeathing Five Hundred Dollars ($500.00) to Jennie Adams; One Thousand Dollars ($1,000.00) to Drexel Collier and Olga Collier; and One Thousand Dollars ($1,000.00) to Allison United Methodist Church; devised and bequeathed two-thirds of the remainder to Thelma K. Johns; and one-third of the remainder to Nancy J. Clyde, William L. Johns, Jr., and Betty C. Shamro in equal shares. The distribu- tion heretofore made together with the distribution herein proposed carries out the intent of the Last Will and Testament of the decedent. ;;---- ) ; /A...."",;? , /)' '1, l' / I,/L ), ,'~ / /,:,~" ,,1 Thelma K.JohnLs' i COMMONWEALTH OF PENNSYLVANIA Ii \1, COUNTY OF CUMBERLAND fir Thelma K. Johns, being duly sworn according to law, deposes ~nd states that the foregoing Statement of Proposed Distribution ;~iJ~~"", 1S true and correct, to the best of her knowledge, information ,..y.....;::;,/ ;'i'<3,nd belief '--", J '",,\., rt' g ",~l 11 /;;-." ". /:;; .:'1'_ / } , ..\ \, I \J I, r' " ,.;"'.. A,.J I . ..' .~~." ' "'f:' \~~;r .I / ~~~~~a' K .' ~Oh ," -;f} /, " --' " :' n F ~-; .; ?J 1: 'i'. .~ ~--< J: 0 _ ';;. '~'. -.,;:(' , ",' ':,v',;Swbrn to a,nd subscribed before me " '>! rl'." """-'h' rr-t-r. d f "..... 1979 '1,f' -, ,- '\'"..:;> 1S ;"l" -\ Ck, ay 0 \_\'>"''-{';.(--''..Dl__ . r y p It :.~-"'~' ('-Y / I -J..5:; (l . . ,,', , ( (_ ,0', '. 'I,/f.~.. Vn ) j , .J.....\ -^~LC ' \ 1 v. :: ~ ".' ,'7 Janice E. Hertzler Notary Public SSe JANICE E. H....r;T7LFR, "'~OT/\RY PUBLlC Cu~~bcr!C:'1d f'ounlv Carlisle, PA f'.kl Commission Expires Jcnuory 27, 1983 J U8f.R 04 v. 11'\,,;[ ~~(j