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HomeMy WebLinkAbout07-20-79 COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA ORPHANS' COURT DIVISION NO. 21-78-533 ESTATE OF JOHN C. DIRST LATE OF THE BOROUGH OF CAMP HILL FIRST AND FINAL ACCOUNT OF ELAINE M. YEINGST, ADMINISTRATRIX, D.B.N., C.T.A. Date of Death: September 16, 1978 Letters Granted: September 26, 1978 & April 2, 1979 First Complete Advertisement of Grant of Letters: Cumberland Law Journal - October 13, 1978 Patriot-Evening News - October 18, 1978 Account Stated to: June 30, 1979 Summary & Index Pages PRINCIPAL: Receipts Conversions Adjusted Balance Less Disbursements Balance before Distributions Advance Distributions Adjusted Balance Principal Distributions Principal Investments Principal Balance Remaining 4 $133,019.40 70.12 132,949.28 19,776.85 113,172.43 4,366.52 108,805.91 475.37 2 3 3&4 4 5 $108,330.54 INCOME : Receipts Less Disbursements 5 6 4,359.74 145.91 Income Balance Remaining 4,213.83 COMBINED BAL&~CE REMAINING* $112,544.37 *Combined balance remaining consists of cash. liGLR C -l; i' r v"1 I J~ ,_: L i98 PRINCIPAL RECEIPTS Real Estate - No. 3424 Bedford Drive, in the Borough of Camp Hill, Cumberland County, Pennsylvania, in the name of the decedent and Louise Z. Dirst (died July 19, 1977) by deed from Joseph J. Ciqnetto and Jean I. Cignetto, his wife, dated August 14, 1958, recorded in Deed Book P, Vol. 18, Page 217. Sold - January 17, 1979 to Thomas E. & Mary Kate McGowan - Sale Price Automobile 1973 Chevrolet Caprice - Sold-February 7, 1979 to Edward J. Steele - Sale Price 1 - $20.00 American Express Travelers Cheque Household Goods - Appraised value Jewelry: Appraised Value Platinum Man's Wedding Band Lady's Wedding Band - 14 kt. white gold Lady's Zircon Ring - 18 kt. white gold Lady's Diamond Ring - 18 kt. white gold Lady's five-Diamond Wedding Band - 14 kt. white gold Bank Accounts: Dauphin Deposit Bank & Trust Co. Checking Account No. 28-59-269-7 Savings Account No. 14-6-0546-5 State Capital Savings & Loan Certificate of Deposit No. 002-20-13627 Certificate of Deposit No. 002-20-05295 Certificate of Deposit No. 002-20-04497 Certificate of Deposit No. 002-20-07330 Savings Account No. 002-00-01371 First Federal Savings & Loan Savings Account No. 2-10041 Harris Savings Association Optional Passbook Account No. 1-36360 Industrial Valley Bank & Trust Company Savings Account No. 50-062412 Subordinated Debenture - No. X062412 - Face Value Residual assets - Pension Account of Louise Z. Dirst - Federation of Telephone Workers of Pennsylvania, payable to the Estate of John C. Dirst Bell of Pennsylvania - final payment from surviving spouse's annuitant - 16 days Subsequent Receipts Railroad Retirement - Burial reimbursement Medicare reimbursement Blue Cross reimbursement - UGI - refund (adjustment of billing after sale of home) HOopy Insurance Agency - refund of unused premiums covering automobile & home prior to sale - School Taxes - adjusted at settlement Internal Revenue Service - refund decedent's 1978 !ncome Tax Social Security Administration - Death Benefit Pennsylvania Railroad Voluntary Relief Dept. - Death Benefit TOTAL PRINCIPAL RECEIPTS W'U~ 8'1 f;'"L 199 -2- $ 44,000.00 900.00 20.00 3,603.00 8.10 3.27 4.00 250.00 210.00 2,513.38 2,422.06 5,068.17 5,068.17 5,068.17 10,136.33 14,641.94 21,398.50 11,005.49 284.88 550.00 3,613.07 38.40 1,064.50 68.00 14.95 17.34 76.00 195.16 13.00 255.00 508.52 $133,019.40 PRINCIPAL CONVERSIONS INTO CASH Gain Household Goods Partial sale Proceeds - $1,848.00 1/17/79 - Real Estate - #3424 Bedford Drive Inventoried at - $ 44,000.00 Proceeds 44,000.00 -0- 2/7/79 - 1973 Chevrolet Caprice Inventoried at - $ Proceeds 900.00 900.00 -0- 4/16/79 - Industrial Valley Bank & Trust Company Subordinated Debenture - No. X062412 (cashed before maturity date of 12/1/80) 1978 Sept. Oct. 6 10/13 10/17 10/17 10/17 11/14 10/3 11/2 11/6 11/14 11/22 12/7 12/11 12/14 12/18 1979 1/11 1/11 1/17 1/17 1/17 2/5 2/12 2/27 Inventoried at Face Value - $ 550.00 Cash value, pI us interest $493.63 13.75 less comnrrssion Proceeds - $ 479.88 TOTAL PRINCIPAL CONVERSIONS -0- Net Loss Transferred to Summary $70.12 PRINCIPAL DISBURSEMENTS Register of Wills - Probate, Letters, etc. Gulf Oil Corporation - decedent's account Philadelphia National Bank - decedent's account Bell of Pennsylvania - decedent's account Riverton Consolidated Water Co. - decedent's account Holy Spirit Radiology - decedent's account Myers-Hall Funeral Home - Funeral expenses Ray B. Reichert - furniture appraisal A. Z. Ritaman Assocs., Inc. - decedent's account U.G.I. Corporation - decedent's account - Oct. Bell of Pennsylvania - final bill Pennsylvania Power & Light Co. - Aug. - Oct. Hoopy Insurance Agency - Automobile insurance Cumberland Law Journal - advertise letters Patriot-Evening News - Advertise letters U.G.I. Corporation - November billing Truman E. Horner, Inc. - refuse - Oct.,Nov. & Dec. U.G.I. Corp. - December billing - 1/11 - Jan. billing Register of Wills - payment on account of Inheritance Tax - Holy Spirit Hospital - balance - decedent's account - private room adjustment & TV service - Register of Wills - Short Certificates Kunkel Surgical Group - decedent's account Pennsylvania Power & Light - Oct. - Dec. Jack Gaughen Realtor - Commission - sale of home Recorder of Deeds - Real Estate Transfer Tax Borough Tax adjustment & notary fees - settlement Pennsylvania Power & Light Co. - final bill Register of Wills - Short Certificates Riverton Consolidated Water Co. - 1/11 - Sept. - Dec. Final Bill - LI~U~ ("'4' i r ~.~'.)U' v'. I ;~,)L ..--"VIT -3- Loss -0- -0- 70.12 $70.12 65.00 22.00 49.83 15.39 22.73 76.00 1,702.12 30.00 28.00 42.00 14.23 35.44 87.00 18.00 20.25 42.00 9.75 84.00 6,000.00 338.35 3.00 71.96 25.52 3,080.00 440.00 11.53 11.72 2.00 18.58 5.08 PRINCIPAL DISBURSEMENTS - CONT'D 1979 2728 3/9 4/10 4/17 5/21 5/23 6/13 6/13 6/13 6/13 Landis Jewelers - appraisal fee F.H.N Associates, Inc. - decedent's account Walter M. Jacobi Agency - Bond premium - Letters of Administration, D.B.N., C.T.A. Register of Wills - Probate, Letters & Short Certificates - Letters of Administration, D.B.N.,C.T.A. Patriot-Evening News - Advertising letters Cumberland Law Journal - Advertising Letters Pennsylvania Department of Revenue - Decedent's 1978 Income Tax Internal Revenue Service - Tax due on United States Estate Tax Return - Form 706 Register of Wills - balance of Inheritance Tax Woodlawn Memorial Gardens - Marker Lettering Register of Wills - Filing fees - Inventory, Debts & Deductions & Inheritance Tax forms Notary Fees - Inventory, Debts & Deductions, Tax Forms, Account & Distribution Myers, Myers, Flower & Johnson - attorney fee Reserve for close-out costs & filing Account & Distribution TOTAL PRINCIPAL DISBURSEMENTS ADVANCE DISTRIBUTIONS TO BENEFICIARIES To: Elaine M. Yeingst One-half proceeds of household goods sold - $924.00 One-half household goods, in kind 877.50 Social Security Death Benefit - 255.00 To: John L. Dirst One-half proceeds of household goods sold - 924.00 One-half household goods, in kind 877.50 Pennsylvania Railroad Voluntary Relief Dept. Death Benefit - 508.52 TOTAL ADVANCE DISTRIBUTIONS PRINCIPAL DISTRIBUTIONS TO BENEFICIARIES To: Elaine M. Yeingst - Jewelry (Appraised value) TOTAL PRINCIPAL DISTRIBUTIONS LiblR 84 f,,~[ 2\il -4- 35.00 44.80 20.00 63.00 22.59 18.00 66.59 109.01 359.88 3.00 9.00 4.50 6,500.00 150.00 $ 19,776.85 $ 2,056.50 $ 2,310.02 $ 4,366.52 $ 475.37 $ 475.37 PRINCIPAL INVESTMENTS Dauphin Deposit Bank & Trust Company Estate - Statement Savings Account No. 12-6-0543-3 Balance - 6/30/79 Commonwealth National Bank Estate - Statement Savings Account No. 30-0040372-9 Balance - 6/30/79 West Shore Savings & Loan Association 6 months Certificate of Deposit - $40,000.00 @ 8.672% - Matured 4/12/79 Interest earned - 1,772.33 $41,772.33 deposited into a Savings Account Certificate No. 2757 - West Shore Savings & Loan - Balance - 6/30/79 INCOME RECEIPTS State Capital Savings & Loan Interest on Account Nos. 002-20-13627; 002-20-05295; 002-20-04497; 002-20-07330 and 002-00-01371 - from 9/16/78 to 9/26/78 (accounts closed) Harris Savings Association Interest on Account No. 1-36360 from 9/16/78 to 9/26/78 (account closed) First Federal Savings & Loan Interest on Account No. 2-10041 from 9/16/78 to 9/26/78 (account closed) Dauphin Deposit Bank & Trust Company Interest on Account No. 14-6-0546-5 from 9/16/78 to 9/26/78 (account closed) Industrial Valley Bank & Trust Company Interest on Account No. 50-062412 from 9/16/78 to 1/12/79 (account closed) Interest on Debenture Commonwealth National Bank Interest on Account No. 30-0040372-9 from 2/28/79 to 6/30/79 West Shore Savings & Loan Association Interest on 6 months Certificate of Deposit from 10/12/78 to 4/12/79 West Shore Savings & Loan Association Interest on Account No. 2757 from 4/12/79 to 6/30/79 Dauphin Deposit Bank & Trust Company Interest on Account No. 12-6-0543-3 from 10/12/78 to 6/30/79 TOTAL INCOME RECEIPTS (!. ': I' r LO:.J. Li~i.f{ v':i ,\,~ r_ ~ -5- $ 31,645.25 40,689.00 42,256.55 67.12 15.85 27.72 4.97 3.65 16.50 689.00 1,772.33 484.22 1,278.38 $ 4,359.74 INCOME DISBURSE~lliNTS Pennsylvania Department of Revenue - Tax due on Fiduciary Income Tax return for period 9/16/78 to 6/30/79 - $ 95.91 Pennsylvania Department of Revenue - reserve for filing final Fiduciary Income Tax return - 50.00 TOTAL INCOME DISBURSEMENTS $ 145.91 E~~ ~NcU~stratrix D.B.N., C.T.A. CO~10NWEALTH OF PENNSYLVANIA: ss. COUNTY OF CUMBERLA.l\ID ELAINE M. YEINGST, 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. Sworn to and Subscribed ..,ld1l!IU"IJ b~fi~:j~~:>~tlis..JO -U. day ...)::?;~:SJ}..' ~;f:.~.")'~;'\ "G}f J:i"4:l;yJ\. ;,O'~ r. 1 9 7 9 . ).~~:j'j : ./ );' ] ~. ", ' '~',,-"":',-'~ ....... . ~..----~ . 110-'''' ~ ~ <..' 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