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HomeMy WebLinkAbout10-26-79 I . ., IN THE COURT OF C0M>10N PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION Estate No. 21-78-596 ESTATE OF MIRIAM A. GREENAWALT LATE OF THE BOROUGH OF SHIREMANSTOWN, CUMBERLAND COUNTY, PENNSYLVANIA FIRST AND FINAL ACCOUNT OF LUCILLE SPROOL AND JAMES D. BOGAR, COT EXECUTORS DATE OF DEATH: October 16, 1978 LETTERS GRANTED: October 31, 1978 FIRST COMPLETE ADVERTISEMENT OF GRANT OF LETTERS: The Cumberland Law Journal - 11/3, 11/10, 11/17/78 West Shore Times - 11/9, 11/16, 23/78 ACCOUNT STATED TO: October 22, 1979 SUMMARY & INDEX Principal Pages Receipts Less Disbursements Balance before Distributions Distributions to Beneficiaries Principal Balance Remaining 2 &3 4, 5, & 6 6 & 7 $134,993.75 27,603.02 107,390.73 59,934.00 $ 47,456.73 Income Receipts Less Disbursements Income Balance Remaining Combined Balance Remaining 7 7 $ 2,242.78 None $ 2,242.78 $ 49,699.51 li3i.~ 04 ...) I...",~ U .'..i v.~ 'f CCMPOSITION OF NET BALANCES Principal Real Estate Accotmt Value $ 41,537.52 Total Principal 93,456.23 $134,993.75 Personalty Income Receipts $ 2,242.78 TarAL COMBINED PRINCIPAL AND INCQ\1E $137J236.S3 " :.'1 "" liGlR 94; "'-~ l)v] '. PRINCIPAL RECEIPTS Real Estate 1/9/79 Property situate and known as 107 West Main Street, Shiremanstown, Cumberland County, Pennsylvania, being a one and one~half story brick dwelling, said property being recorded in the Cumberland County Recorder of Deeds Office in Deed Book "F", Vollnlle 10, Page 97. The property was sold at private sale on 1/9/79, resulting in net proceeds of $ 41,537.52 Personalty - Tangible Personal Property 10/16/78 Furniture and contents of house at 107 West Main Street, Shiremanstown, Pennsylvania, appraised at 10/16/68 Miscellaneous personal effects, appraised at 10/16/78 Jewelry and watches, appraised at 1/12/79 Miscellaneous coins -- coin collection sold at private sale on 1/12/79 with proceeds of TarAL 7,029.00 500.00 4,725.00 718.00 180.00 $ 13,152.00 2/06/79 Violin, case and bows, sold at private sale on 2/06/79 with proceeds of Personalty -Intangible Personal Property 11/01/78 Commonwealth National Bank, Checking Account No. 162-412877 $ 16,423.23 11/01/78 Commonwealth National Bank, Savings Account No. 16-0000443-4, including Principal & Int. 16,484.01 11/08/78 Cash 11/08/78 Refund for overpayment of 1977 income tax 92.65 182.02 11/08/78 Commonwealth National Bank, Savings Account No. 14-9936-0, including Principal & Int. 11,769.,89 -2- U&i.R 94 i';vL B5'! '. 11/08/79 Dauphin Deposit Bank, Savings Account including Principal & Int. 2/23/79 Refund 2/23/79 Refund Gulf Oil Corporation $ 10,472.55 520.00 16,000.00 1,309.64 3,000.00 255.00 543.73 54.40 7.08 293.64 78.77 2.01 6.00 459.52 347.00 199.35 12/11/78 American Express Travelers Checks ~~ 16-$20.00 checks; 20-$10.00 checks 12/04/78 Sixteen $1,000.00 Series H Bonds -- Redemption 12/05/78 Six $50.00 Series E Bonds -- Redemption, including Principal & Int. 1/03/79 Three $1,000.00 Series H Bonds -- Redemption 1/12/79 Social Security Death Benefit 1/12/79 Madison Fund, Inc. stock -- 45 shares, net proceeds from sale 1/12/79 American Assoc. of Retired Persons -- Refund of prepaid premium (unused portion) 1/12/79 Refund -- Bell Telephone Co. 1/19/79 Medicare Payments Riverton Consolidated Water Company 3/29/79 Refund Colonial Penn Franklin Incurance Co. for medical insurance premiums 3/29/79 Medicare Payment 5/08/79 Refund -- 1978 personal Income Tax 5/08/79 Final Pension Plan adjustment with Commonwealth of Pennsylvania 10/18/79 Reimbursement for medical expenses from Colonial Penn Franklin Insurance Co. (ARRP) 1,803.74 TarAL TOTAL PRINCIPAL RECEIPTS $ 80,304.23 $134,993.75 -3- USi.i~ 94 11':. 85J PRINCIPAL DISBURSEMENTS 10/30/78 Register of Wills -~ Costs of Probate & Short Certificate 10/30/78 Cumberland Law Journal -- Advertising 11/16/78 Martin L. Myers Funeral Home -- Funeral and burial expense 11/16/78 Bell of Pennsylvania -- Final Telephone Bill 11/16/78 Clyde Gouse -- Appraisal of house contents 11/16/78 Pealer's Flower Shop -- Items ordered prior to death 11/17/78 H.E. Engle -- Furnace cleaning 12/08/78 Riverton Consolidated Water Co. -- Service 8/14 to 11/15/78 12/08/78 Pallas Publishing Company -- Advertising 12/08/78 PP&L -- Service 9/28 to 11/29/78 1/10/79 Register of Wills -- Payment on Account of Pa. Transfer Inheritance Tax 1/10/79 Melvin C. Chronister -- Compensation for fuel oil 1/10/79 E. G. Hoover, Co. -- Appraisal of jewelry 1/10/79 The Patriot & Evening News -- Advertising 1/17/79 PP&L -- Final Bill 1/24/79 FHN Associates, Inc. -- Expense of last illness 1/24/79 Harrisburg X-Ray Associates -- Expense of last illness 1/24/79 Howard Roy Cohen, M.D.-- Expense of last illness 1/24/79 Holy Spirit Hosp. Radiology Assoc. -- Expense of last illness -4- li~LR Coi,; ..; i..t I \~ !.; '-#l..1.J i,.,)~ , . $ 46.00 18.00 2,398.00 9.24 50.00 9.81 25.00 8.28 22.00 13.51 6,697.50 35.00 212.00 3.00 7.70 330.00 21. 00 50.00 112.00 1/24/79 Harrisburg Hospital ~- Expense of last illness 1/24/79 Maniglia Associates, Inc. -~ Expense of last illness 1/24/79 Moffit, Pease & Lim Associates -- Expense of last illness 1/24/79 James E. Gildea, M.D. -- Expense of last illness 1/24/79 Seidle Memorial Hospital -- Expense of last illness 1/24/79 Holy Spirit Hospital -- Expense of last illness 1/24/79 David S. Zimmerman, M.D. r- Expense of last illness 1/24/79 Kenneth W. Teich, M.D. --Exepnse of last illness 2/09/79 Register of Wills -- Short Certificate 3/27/79 Martin L. Myers Funeral Home -- Death Certificate 4/02/79 Holy Spirit Hospital -- Expense of last illness 4/03/79 Register of Wills -- Short Certificate 4/16/79 Holy Spirit Hospital -- Expenses of last illness 5/04/79 Gingrich Memorials -- Monument 5/08/79 Register of Wills -- Filing fee for Inventory, Statement of Debts and Deductions 5/08/79 Register of Wills -- Final payment -- Pa. Transfer Inheritance Tax 7/05/79 Seidle Memorial Hospital -~ Expenses of last illness 7/05/79 Register of Wills -- Certified Copy of Will and Short Certificate 7/10/79 Postmaster - Shiremanstown Certified mail 9/10/79 Postmaster - Shiremanstown Certified mail L'!.'l.R 84 r~;~ 85:, -5- $ 1,333.22 20.00 123.00 325.00 146.00 90.00 449.00 150.00 1. 00 2.00 176.44 1. 00 13.60 200.00 6.00 1,434.70 1,095.00 3.00 2.05 3.97 Reserves: Closing Costs Lucille Sproul and James D. Bogar ~- Executors Fee $ 160.00 5,900.00 James D. Bogar, Esquire -- Attorney's Fees TOTAL PRINCIPAL DISBURSEMENTS 5,900.00 $27,603.02 DISTRIBUTIONS TO BENEFICIARIES 2/06/79 Luella Maun and Shirley Bard-- Glasses and Glass Ware $ 129.00 100.00 2/06/79 David W. Heffelfinger -- Dishes and Vases 2/06/79 Lucille Sproul, Mabel Vogelsong, Martie Kunkel and Delores M. Sheely -- All remaining items of household furniture and contents; and miscellaneous personal effects; jewelry, watches; violin and bow case 12,205.00 5/16/79 Stephen M. Sproul -- Specific bequest 10,000.00 5/16/79 Carl E. Sproul and Lucille Sproul -- Specific bequest 15,000.00 5/16/79 James Sproul -- Specific bequest 2,500.00 5/16/79 Rudy Sproul -- Specific bequest 3,500.00 5/16/79 Martie Kunkel -- Specific bequest 3,500.00 5/16/79 Paul A. Steffee and Mary Steffee Specific bequest 2,500.00 5/16/79 Luella Maun -- Specific bequest 6,000.00 -6- ltJlR Q.l; v..+ t f~';~ 008 5/16/79 St. John's Lutheran Church -- Specific bequest 5/16/79 Seidle Memorial Hospital -~ Specific bequest 5/16/79 Mabel Vogelsong -- Specific bequest $ 1,000.00 2,500.00 1,000.00 TOTAL DISTRIBUTIONS $59,934.00 INCa.1E RECEIPTS 1/12/79 Interest on Series H Bonds $ 90.00 1/12/79 Dividend Checks fram Madison Fund, Inc. stocks 10/22/79 Interest earned on Commonwealth National Bank Statements Savings Account 16-0040440-2 13.05 TOTAL INC(]\ffi RECEIPTS 2,139. "Z3 $ 2~242..78 INCCME DISBURSEMENTS None (v. C f ~ ~ ,-")V---1 (jUJ) Lucille Sproul, Co-Executor ,!/~(J. ~~ } ames D. Boga. Co-Executor -7- W;i.R 94 I "0L uU':J CQ\1MONWEALlH OF PENNSYLVANIA SS. COUNTY OF CUMBERLAND Lucille Sproul and James D. Bogar, Co-Executors of the Estate of Miriam Alice Greenawalt, being duly sworn according to law, depose and say that the foregoing Account is just and true both as to items of charge and discharge and that the Grant of Letters in the first complete advertisement occurred more than six (6) months prior to the filing of the Account. O.Wl-'< S~"',.~ LUCllle prou 7 ( Ir/O&;.tlA- I ames D. Bo r Sworn to and subscribed befo1t.e' ~ this c2 b.z;t '~".~...(,.. ~\. "" ", . ' I', . ,. ~ fit .. , -" \"....1'-.....,. ....; r:..: ':; '-: . \ day 1979 : t. "".' ; .J>':~,"'" '. Commission Expires: NOTARY PUBLIC Carlisle Cumberland Caur,ty My Commissi~n Expires March 26, 1981 Li:;df Ci",\ , . vll-.t 1 f~01.. 86~j '. '. " ". IN THE COURT OF Ca.1MON PLEAS OF CUMBERLAND COUNTY , PENNSYLVANIA 0RPHANS' COURT DIVISION Estate No. 21-78-596 ESTATE OF MIRIAM A. GREENAWALT LATE OF THE BOROUGH OF SHIREMANSTOWN, CUMBERLAND COUNTY , PENNSYLVANIA STATEMENT OF PROPOSED DISTRIBUTION REASONS FOR DISTRIBUTION Lucille Sproul and James D. Bogar, Co-Executors of the Last Will and Testament of Miriam A. Greenwalt, Deceased, proposes to distribute the balance ill their hands, to wit: $49,699.51, in accordance with the said Last Will and Testament as heretofore filed in the Office of the Register of Wills of Cumberland County, Pennsylvania, as follows: To the Trustees of St. John's Lutheran Church, Shiremanstown, Pennsylvania, all the rest, residue and remainder of my estate. $49,699.51 The fOllowing items have been distributed to certain named beneficiaries, all pursuant to the Last Will and Testament of Miriam A. Greenawalt: Luella Maun and Shirley Bard - Glasses and Glass Ware $ 129.00 100.00 David W. Heffelfinger -- Dishes and Vases Lucille Sproul, Mabel Vogelsong, Martie Kunkel and Delores M. Sheely -- All remaining items of household furniture and lIGi.R Li .(j ~L_t i M,;~ 86L r I . . cQntents~ and miscellaneous personal effects; jewelry, watches; violin and bow case Stephen M. Sproul -- Specific bequest $12,205.00 10,000.00 Paul A. Steffee and Mary Steffee Specific bequest 15,000.00 2,500.00 3,500.00 3,500.00 2,500.00 6,000.00 1,000.00 2,500.00 1,000.00 $59,934.00 Carl E. Sproul and Lucille Sproul -- Sepcific bequest James Sproul -- Specific bequest Rudy Sproul -- Specific bequest Martie Kunkel -- Specific bequest Luella Maun -- Specific bequest St. John's Luthem Church - - Specific bequest Seidle Memorial Hospital -- Specific bequest Mabel Vogelsong Specific bequest 0~ '1 ~Ju S~l (,J Lucille Sproul, Co-Executor LZ~ tJ i3&f~ ! James D. BQgar, Co-Executor li&i.R (,14 v. r.,,,:.. :":H.~ ~.~ .. CCMvIONWEALTH OF PENNSYLVANIA SSe COUNIY OF CUMBERLAND Lucille Sproul and James D. Boger, Co~Executors of the Estate of Miriam A. Greenawalt, being duly sworn according to law, depose and say that the foregoing Statement of Proposed Distribution is true and correct. cu ,- S ~ ~ row Lucllleproul ~~v.~~-, . . . -ames D. gar Sworn to and subscribed ",/'~ before me this O<t>- day ~'''''' ", <:I' of c. r., '-A.., io" ..-. , .....,.... .' ...... ~. .. /~ .. '" .; ;-f c..., . >~:-.:ii~' 17 ~ :,'~f' ~ b.5 ota, . 1.1C ~_"'\ ./ ~ t \. "il .~,~. ,~, t,,, . . . ..' \~\ '- -,' . My Cblirii~S~~bp>:Explres: 1979. . j . ~1 L.ot " -.-,.1 " , Il'\r C~-,n'" liGlR 84 , . t .lA.vL 86]