HomeMy WebLinkAbout05-01-80
FIRST AND FINAL ACCOUNT OF FLORENCE E. CHRONISTER AND
MILDrlED W. ZEIGLER, EXECUTRICES OF THE LAST WILL AND TESTAMENT
OF CLARENCE M. SMITH, LATE OF THE BOROUGH OF CARLISLE,. CUMBER-
LAND COUNTY, PENNSYLV ANIA, DECEASED.
DATE OF DEATH:
LETTERS TESTAMENTAR Y
A DVER TISED:
December 12, 197H
CUMBERLAND LAW JOURNAL:
February 9, 16 and 23, 1979
THE EVENING SENTINEL:
February 6, 13, and 20, 1879
PRINCIPAL RECEIVED
Accountants charge themselves with the following principal amounts received:
1979
-
Jan. 4
3-story brick building, storeroom, etc., known as
Nos. 21>, 27, 29, 31 South Hanover Street
$225,000.00
4 Balance Farmers Trust Company checking account
No. 4- 3ii27-H
1,65H.HO
4 Balance Farmers Trust Company checking account
No. 5-2602-0
ii93.79
4 Balance Farmer s Trust Company- passbook savings
account No. 1-0ii9b9...6
~2.ii6
4 700/0 equity in business known as, Smith Music House
9,721.30
4 1 - $2.50 gold coin dated 1889
50.00
4 1 - $2.50 gold coin dated 1925
45.00
4 1 - $2.00 gold coin dated 1915
45.00
4 1 - $2.50 gold coin dated 1925
45.00
4 1 - $2.50 gold coin dated 1925
45.00
4 1 - $20.00 gold coin dated 1914
4 1 - $20. 00 gold co in dated 1904
160.00
160.00
f
TOT AL PRINCIPAL RECEIVED
$237,916.75
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.
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INCOME RECEIVED
Accountants charge themselves with the following income amounts received:
1979
Jan. 4
9
9
9
9
9
9
9
9
9
9
10
17
17
Feb. 6
6
6
6
6
6
13
13
13
13
Interest on Farmers Trust Company savings account
#1-0tl9b9-6
Bal. 197tl rent from Marion R. Lower
January rent - Richard A. rlussell
January rent - Lottie B. George
January rent - Martha H. Bigler
January rent - Marion R. Lower
January rent - Judith A. Vianey (partial)
January rent... Housing Authority for Judity A. Vianey
January rent - Glatfelter Pulp Wood Co.
January rent - Ralph R. Sturn
December rent - Patric ia S. Spear
January rent - Elizabeth Anne Donnelly
January rent - PatriciaiS. Spear
Bal. 197tl rent from Smith Music House
February rent - Martha H. Bigler
February rent - Lott ie B. George
February rert - Richard A. Russell
February rent - Ralph R. Sturn
February rent - Glatfelter Pulp Wood Co.
February rent - Housing Authority for Judith A. Vianey
February rent - Mariop. R. Lower
February rent - Elizabeth Anne Donnelly
March rent ... Eli.zaliteth Anne Donnelly
January and Febru.ary rent... Smith Music House
.
,
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(.1,6-
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J.L2
.39
200.00
1bO.00
185.00
130.00
1bO.OO
34.00
116.00
85.00
165.00
225.00
165.00
22:>.00
600.00
130.00
H15.00
1bO.00
165.00
85.00
116.00
1bO.00
165.00
165.00
600.00
Feb. 13
Marc h 1
Apr. 10
May
Bal. February rent - Judith A. Vianey
34.00
13
February rent - Patr ic ia S. Spear
225. 00
27
March rent - Ralph R. Stum
165.0n
27
Marc h rent - Lott ie B. Gear ge
195.00
27
March rent - t{ ichard A. Russell
150.00
27
Marc h rent - Martha H. Bigler
130.00
27
Partial March rent - Judith A. Vianey
34.00
March rent - Glatfelter Pulp Wood Co.
tiS. 00
1 Bal. March rent - Housing Authority for Judith A. Vianey 116.00
14
Medicare refund
H.OO
14
March rent - Sm ith Mus ic House
300.00
14
March rent - Marion R. Lower
150.00
21
Medicare refund
2.00
21
March rent - Patric ia S. Spear
225.00
2~
April rent - Martha H. Bigler
130.00
29
April rent - Glatfelter Pulp Wood Co.
liS. 00
2~
April rent - Ralph R. Stum
165.00
29
April rent - Lottie B. George
195.00
April rent - Marion R. Lower
150.00
10
April rent - H ichard A. Hus sell
150.UO
10
Partial April rent - Housing Auth. for J. A. Vianey
116.00
10
197tl tax refund, James Line, Tax Collector
39.61
10
Bal. April Rent - Judith A. Vianey
34.00
11
April rent- Patricia S. Spear
225.00
17
April rent - Elizabeth Anne Donnelly
165. 00
17
Apr il rent - Smith Mus ic House
300.00
2
May rent - Ralph R. Sturn
105.00
2
May rent - Glatfelter Pulp Wood Co.
liS. 00
2
.
May rent - Elizabeth Anne Donnelly
165.00
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May ~
2
~
~
8
15
15
15
21
:n
May rent - n ichard A. Russell
150.00
May rent - Lottie B. George
105.00
May rent - Martha H. Bigler
1 :~O. 00
Partial May rent - Housing Auth. for J. A. Vianey
116. 00
May rent - Mar ion R. Lower
150.00
Balance May Rent - Judith A. Vianey
34.00
May rent - Patr ic ia S. Spear
~25.00
\
May rent - Smith Music House
:WO.OO
Real estate tax pro-ration
588. 15
Interest on sa v ings account, Cumberland Valley
Savings and Loan Association
182.66
TOTAL INCOME RECEIVED
$10,320.81
DISBURSEMENTS FROM PRINCIPAL
Accountants charge themselves with the following amounts paid:
1979
Jan. 4
17
23
~3
Feb. 6
6
13
13
Mar. 1
1
14
30
A pr il 3
17
11
Checks cleared after death 315.62
Presbyter ian Home, Inc., account 449. 32
Cumberland Law Journal, advert is ing 18.00
The Evening Sentinel, advertising 16.65
MGM Pharmacy, account (part of family allowance) 126.38
Belvedere Medical Corporation, account 10.00
Register of Wills, short certificate 1. 00
Register of Wills, Letters Testamentary and 1 short
certificate 60.00
Farmers Tru st Company, February pr incipal 255. !l5
Farmers ,Trust Compariy, March pr inc ipal 258. 13
Hoffman Funeral Home, funeral expenses 2, 198.60
Farmers Trust Company, April principal 259.81
Hoffman Funeral Home, balance due on funeral expenses 255.00
Farmers Trust Company, May principal 261. 76
Farmers Trust Company, balance of principal 3,586.75
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J_1_
May 15
21
22
June 4
6
Sept. 5
7
7
7
7
Oct. 17
1980
A pr . 15 .
23
Greater Carlisle Area Redevelopment Author ity
2}400.00
d egister of W ills} filing Report of Asset s
3.00
Carl isle Memor ial Service, Inc., grave rna rkpr
.~40. 00
Register of Wills, 2 short cert ificates
~. 00
Margaret M. Smith, balance of family allowanc('
1,873.62
R. Gerald Lackey, coin appraisal fee
5.00
Register of Wills, filing Debts and Deduct ions
3.00
Register of Wills, Pa. Inheritance Tax
11,953.41
Internal Revenue Service, Federal Estate Tax
2, 183.26
Register of Wills, Filing Supplemental Report
3.00
John Bolan, copies of tax returns
3.00
Internal Revenue Service, 1979 Federal Income Tax
86.03
Internal Revenue Service, Addit ional Federal Estate
Tax
1, 592. 03
Reserve for real estate transfer taxes
2, 250. 00
Florence E. Chronister and Mildred W. Zeigler,
Executr ices' commissions
11}895.84
Robert M. Frey, Attorney's fee
11,895.84
Reserved to I' ecord releases
7.00
Reserved to'file account
45.00
TOTAL DISBURSEMENTS FROM PRINCIPAL
$54,514.00
DISBURSEMENTS FHOM INCOME
Accountants charge themselves with the following amounts paid:
1979
Jan. 9 Hunter Janitor ial Services, account 50.00
9 Guy Kuhn & Son, trash removal 12.00
9 Shenk Oil Co., account 400.00
9 Ray Mayberry, repairs to second floor apartment 395.,00
9 Arnold Coal & Supply Co. , account 107.32
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315
'.
Jan.
Feb.
Mar. 1
Apr.
May
25
9
Pa. Power & Light Co., account
38. '2.7
17
Cole's, ma ilbox repairs
13.25
6
Guy Kuhn & Son, trash removal
.12.00
6
Pa. Power & Light Co., account
45.32
6
Arnold Coal & Supply Co., account
58.50
6
Shenk Oil Co., Inc., account
1,325.19
6
Hunter & Sons Janitor ial Service, account
50.00
Shenk Oil Co., account
1,200.99
1
Pa. Power & Light Co., account
44. 17
1
Hunter & Sons Janitor ial Service, account
50.00
1
Farmer s Trust Company, February interest
34.67
1
Farmers Trust Company, February late charge
5.81
1
Farmer s Trust Company, March interest
32.49
14
Lebo's Sheet Metal Shop, repairs to downspout
27.00
14
Irvin Creamer, service to furnace
50.00
14
Borough of Carlisle, water and sewer
223.59
14
Guy Kuhn & Son, trash removal
12.00
29
Hunter & Sons Janitor ial Service, account
50.00
29
George W. Fitzpatrick, plumbing repairs
77.25
30
Farmer s Trust Company. A pr il interest
30.81
3
Pa. Power & Light Co.. electricity
9.05
10
Shenk Oil Co.. Inc.. fuel oil
800.00
10
Guy Kuhn & Son. trash removal
12.00
17
Pa. Power & Light Co.. electr ic ity
25.33
17
Farmers Tr.ust Company,' May interest
28.86
Hunter & Sons Janitorial Service, April cleaning
50.00
2
Pa. Power & Light Co.. account
9.37
2
Pa. Power & Light Co., account
24.01
blivK ~O ti\0t 316
,.
.. .--,
May ~
~
8
11
15
15
15
15
30
June
James Line, Tax Collector, 1979 County & Borough taxe~ 704.78
George W. Fitzpatrick, plumbing repairs 483.80
Guy l(uhn & Son, trash re moval 15. 00
Farmer s Trust Company, satisfaction fee 4. 00
Shenk Oil Co., balance in full 949. 99
Recorder of Deeds, additional satisfaction fee 2.00
Robert M. Frey, amortization schedule 4. 00
William M. Kronenberg and Ronald L. Tanger, pre-paid
rents from May 21 to May 31 471. 67
23
Commonwealth of Pennsylvania, cancellation of
fictit ious na me
45. 00
23
Cumberland County Prothonotary, cancellation of
fictit ious name
5.25
~9
Pa. Power & Light Co., final
44.41
Borough of Carl isle, final water and sewer
165.05
5
Guy Kuhn & Son, trash removal
15.00
7
Hunter & Sons Janitorial Service, partial May
33.33
7
Irvin Creamer, services
45.00
Florence E. Chronister and Mildred W. Zeigler,
Executrices' commissions
5 16. 04
Robert M. Frey, Attorney's fee
5 16. 04
TOTAL DISBURSEMENTS FROM INCOME
$9, 056.71
RECAPITULA TION
Total Pr me ipal Received
$237,916.75
Total Income Received
10,320.81
Total RecQipts
248,237.56
Less Disbursements from Principal
- 54,514.00
Less Disbursements from Income
9,056.71
Balance for Distribution
$184,666,'85
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COMMONWEALTH OF PENN5YLV ANI.A )
55. :
COUNTY OF CUMBER LAND
Before me, the undersigned officer, personally appeared FLORENCE E.
CHRONISTER and MILDRED W. ZEIGLER, Executrices of the Last Will and
Testament of Clarence M. Smith, deceased, who, being duly sworn according
to law, depose and say that the foregoing First and Final Account is true and
correct to the best of their knowledge, informat ion and bel ieL
~......,. - ~-~~ -
Florence E. Chron. r
~w~
Mldred W. Zeigler_
, 1980.
r3~
, 983
.....,
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318.
FffiST AND FlNAL ACCOUNT OF FLOKENCE E. CHRONISTEH AND
MILDRED W. ZEIGLER, EXECUTRICES OF THE LAST WILL AND TESTAMENT
OF CLARENCE M. SMITH, LATE OF THE BOROUGH OF CARLISLE, CUMBEH-
LAND COUNTY. PENNSYLVANIA. DECEASED
f';; _ "'~. ,
.,..' PROPOSED SCHEDULE OF DISTR IBUTION
. BALANCE FOR DIST.:UBUTION
TO:
WIn ia m F. Kennedy
30 "G" Street
Carlisle, PA 17013
Bequest in Paragraph No.4 of Decedent's Will
TO: Estate of Margaret M. Smith (died January 30, 1980)
One-third of estate per Not ice of Elect ion to Take
Against Will of Decedent
Total estate for distr ibution after payme nt
of Federal Estate Tax
Plus Feder al Estate Tax
Net estate before payment of Estate Tax
Elect ive share is one-th ird of gross estate
Less Fed. Estate Tax attributable to
$2, 000.00 family exemption
Net elective share after payment of Pa.
and Fed. taxes applicable thereto
Less life insurance paid to Margaret M. Smith
as designated beneficiary:
Prud. Life Ins. Co.
Policy No. 405 631 2. 208. 74
Consistory benefit 1,000.00
100F Lodge death benefit 300. 00
Zembo Temple Emergency fund 1.000.00
Masonic Lodge Immediate
Relief fund .' 1. 000.00
Balance of elective share to be pa id
from probate estate
Less partial distribution paid June 6. 1979
Balance due .
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184,666.85
13,545.44
198,212.29
66,070.76
132.32
65,938.44
-5.508.74
319
$184,666.85
1,000.00
60,000.00
429.70
Balance for distribution to Florence E. Chronister
and Mildred W. Zeigler - $123, ~37. 15
TO:
Florence E. Chronister
Box 587
Carl isle, PA 17013
One-half residue of estate
61,618.58
Gold coins, in kind
Bal. for d istr ibution
Payment to estate to make possible distribution
in kind of an undivided one-half interest in title
to real estate at 25-31 South Hanover Street
subject to installment sales contract on wh ich
there is an unpaid principal balance of
$180,000.00 as of June 21, 1979 (one-half of
sa id unpa id pr mc ipal balance be ing $90, 000. oel:
Payment June 21, 1979
Payment Sept. 10, 1979
Payment Dec. 7,1979
Payment Apr il, 1980
6,460.00
7,150.00
6,000.00
9,046.42
28,656.4~
TO:
Mildred W. Zeigler
R. D. I, Ridge Road
Boiling Springs, PA 17007
One-half residue of estate
61,618.57
Gold co ins, in kind
Bal. for distribution
Payment to estate to make possible distribution
in kind of an undivided one-half interest in title
to real estate at 25- 31 South Hanover Street
subject to installme.nt sales contract on wh ich
there is an unpaid principal balance of
$180,000.00 as of June 21, 1979 (one-half of
said unpaid principal balance being $90,000.00):
Payment June 21, 1979
Payment Sept. 10, 1979
Payment Dec. 7, 1979
Payment April, 1980
6,460.00
7,150.00
6,000.00
9,046.42
28,656.42
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275.00
61,343.58
275.00
61,343.57
$184,666.85
COMMONWEALTH OF PENNSYLV AN IA )
SSe :
COUNTY OF CUMBERLAND
Before me, the under signed officer, per sonally appeared 1<'1 ,OI{ENC E E.
CHRONISTER and MILDRED W. ZEIGLER, Executrices of the Last Will
and Testament of Clarence M. Smith, deceased, who, being duly swor n
according to law, depose and say that the foregoing Proposed Schedule of
Distribution is true and correct to the best of their knowledge, information
and belief.
~" E~~
orence E. Chronlster
~ ~~
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~,,~~",;}").:~n to and subscribed before me
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