HomeMy WebLinkAbout03-13-79
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FIRST AND FINAL ACCOUNT
OF
GERRY PAUL, EXECUTRIX
of the Estate of Janet K. Pensyl,
late of the Township of Lower Allen,
Cumberland County, Pennsylvania,
Deceased
ESTATE NO. 21-78-601
Date of death
Date of Letters
Dates Letters advertised
in Cumberland
Law Journal
Dates Letters advertised
in Evening Sentinel
October 23, 1978
October 31, 1978
November 10, 1978
November 17, 1978
November 24, 1978
November 6, 1978
November 13, 1978
November 20, 1978
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FIRST AND FINAL ACCOUNT
OF
GERRY PAUL, EXECUTRIX
of the Estate of Janet K. Pensyl,
late of the Township of Lower Allen,
Cumberland County, Pennsylvania,
Deceased
CHARGES - PERSONAL ESTATE
The Accountant charges herself with the items from the Inventory
and Appraisement, consisting of the principal of the Personal Estate, as
foll ows:
1. Cash on person
2. Commonwealth Nat'l. Bank - checking account
3. State Employees Credit Union
Interest, 3 mos. 24 days @ 7%
4. Mercury Comet, 1973,8 cyl., 2 dr.
5. 66 Shs. Ga. Pacific @ 27-1/2
6. 125 Shs. Curtiss-Wright @ 15-1/2
7. Curtiss-Wright - dividend
8. $5,900 Marcor, Inc. bond-6-l/2-l988 @ 80-5/8
9. 100 Shs. Avco @ 24-3/4
10. 100 Shs. Republic Steel @ 25-1/8
11. 125 Shs. American Standard @ 44-3/4
12. 22 Shs. La. Pacific @ 19-5/8
13. 30 Shs. Certain-teed @ 19-1/2
14. Household goods
$ 60.10
572.27
1,428.75
31.66
875.00
1,815.00
1,550.00
25.00
4,756.87
2,475.00
2,512.50
5,593.75
431.75
585.00
2,23?OO
TOTAL CHARGES-PERSONAL ESTATE $24,944.65
CHARGES - REAL ESTATE
The Accountant charges herself with items from the Inventory and
Appraisement, consisting of the principal of the real estate, as follows:
1.
One-story frame dwelling house, 1318 Carlisle
Lower Allen Township, Cumberland County, Pa.
Lot 20, Block "R", Plan Bk. 5, Page 24, Deed
Book "0", Vol. 15, Page 166
Additional purchase price on sale
Tax adjustment
2.
3.
TOTAL CHARGES-REAL ESTATE
CHARGES - INCOME - PERSONAL ESTATE
Rd. ,
$33,000.00
500.00
153.55
$33,653.55
The Account charges herself with the following items of income
from personal estate:
11-6-78
11-17-78
11-17-78
11-20-78
Medicare refund
Social Security death benefit
La. Pacific - dividend
Avco - dividend
l"~LtI. (J'l f'T rent"~
U.,.J\ :;;;J'J ;~U~ tJvo
$
142. 00
255.00
3.30
25.00
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1-20-78
12-4-78
12-4-78
12-6-78
12-6-78
12-6-78
12-6-78
12-7-78
12-7-78
Republic Steel - dividend
Ga. Pacific - dividend
American Standard - dividend
Curtiss-Wright - dividend
Certain-teed - dividend
Pa. National - Insurance refund
Columbia Ace. & Health - Hospital
State Retirement Fund - final
Gain on sale of furniture
$ 100.00
18.15
81.25
25.00
6.00
143.00
313.19
179.03
3,150.65
$ 4,433.47
TOTAL CHARGES - INCOME - PERSONAL ESTATE
CREDITS - PERSONAL ESTATE
The Accountant asks allowance for sundry payments from the
personal estate, as follows:
10-31-78
11-18-78
11-18-78
11- 18-78
11- 18- 78
11-22-78
11-22-78
11-22-78
11-22-78
11-22-78
11-22-78
11-22-78
11-22-78
11-22-78
11-24-78
"11-24-78
11-24-78
12"-29-78
12-29-78
12-29-78
12-29-78
12-29-78
12-29-78
12-29-78
12-29-78
12-29-78
12-29-78
12-29-78
12-29-78
3-12-79
3-12-79
3-12-79
3-12-79
3-12-79
3-12-79
Richard E. Anderson-~~obate. Letters & Short Certs.$
Emily J. Bowman - Witness to Will & Affidavits
G. Wittenmyer - clean up
Betty Smith - Appraiser
Musselman Funeral Home - Undertaker
Bell of Pa. - Tel. bill
UGI - gas bi 11
Riverton Cons. Water Co. - water bill
C. H. Hatfield - Phusician
Harrisburg Dairies - milk bill
Hbs. X-ray Assoc. - X-rays
Pomeroys - store bill
Holy Spirit Hospital - Hospital services
Richard E. Anderson - Filing Inv., Debts & Short Cert.
The Evening Sentinel - Adv. Letters (& CC Will
National Central - checks
Cumberland Law Journal - Adv. Letters
PP&L - Electric bill
Riverton Cons. Water Co. - final bill
Bell of Pa. - final bill
R. Bentz - Physician
C. H. Hatfield - Physician
UGI - Nov. bill
PP&L - final bill
UGI - final bill Dec.
Elby1s - funeral lunch
D. G. Wittenmyer - final clean up
Holy Spirit Hospital - final bill
Richard E. Anderson - Inheritance tax
Richard E. Anderson - Filing Account
David Putney - Attorney
Recorder of Deeds - Release
Credit Union - Loss on interest est.
Loss on sale of car
Pa. Dept. Rev. - State Income Tax
TOTAL CREDITS - PERSONAL ESTATE
41.00
27.00
30.00
50.00
2,511.75
12.28
21.61
8.68
22.00
1.13
60.00
73.23
108.00
19.50
20.15
2.56
18.00
17.96
6.44
1.81
23.00
219.00
41.00
7.88
50.37
23.74
30.00
16.15
7,281.90
100.00
2,950.00
8.00
6.72
25.00
27.58
$ 13,863.44
CREDITS - REAL ESTATE
TOTAL CREDITS - REAL ESTATE
$ 2,345.00
335.00
$ 2,680.00
12-29-78 Dougherty & Twigg - Commission
12-29-78 Realty Transfer Stamps
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STATE OF PENNSYLVANIA )
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COUNTY OF DAUPHIN )
Gerry Paul, Executrix of thB Estate of Janet K. Pensyl, deceased,
being duly sworn according to law, doth depose and say that the facts and
items set forth in the foregoing Account are true and correct to the best of
her knowledge and belief, and that no person claiming to be interested in the
said estate as creditor, legatee, next of kin, or ot herwise, has given notice
of any claim to your deponent, in writing or otherwise, and that she, as the
sole and only legatee and devisee under the will of the said decedent has
notice of the filing of this Account.
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Sworn to and subscribed
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1979.
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PROPOSED SCHEDULE
of
01 STR I BUn ON
of
GERRY PAUL, EXECUTRIX
of the Estate of Janet K. Pensyl,
late of the Township of Lower Allen,
Cumberland County, Pennsylvania,
Deceased
ESTATE NO. 21-78-601
LIBL:R 9a 1;"xG10
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IN RE: ESTATE OF
JANET K. PENSYL,
DECEASED
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS I COURT DIVISION
NO. 21-78-601
PROPOSED SCHEDULE OF DISTRIBUTION
During the course of her administration, your accountant, Gerry Paul
delt with the following property:
Personal Estate
Personal Estate - Income
Real Estate - Sold
TOTAL CHARGES IN ACCOUNT
TOTAL CREDITS
BALANCE FOR DISTRIBUTION
$24,944.65
4,433.47
33,653.55
$63,031.67
16,543.44
$46,488.23
ASSETS CONSIST OF THE FOLLOWING;
Securities valued at
6p Shs. Georgia-Pacific
125 Shs. Curtiss-Wright
100 Shs. Avco
100 Shs. Republic Steel
125 Shs. American Standard
22 Shs. La. Pacific
30 Shs. Certain-teed
$5,900 Marcor, Inc. - bond
$19,719.87
BALANCE FOR DISTRIBUTION
$26,768.36
$46,488.23
Cash
PROPOSED SCHEDULE OF DISTRIBUTION
In accordance with the terms of the Last Will and Testament of Janet
K. Pensyl, deceased, a copy of which is attached hereto, the following is a
proposed schedule of distribution:
1. TO: GERRY PAUL, being the residuary legatee
mentioned in paragraph 2 of the Last Will
and Testament of Janet K. Pensyl, deceased,
all of the following property:
Securities valued at $19,719.87
66 Shs. Georgia Pacific
125 Shs. Curtiss-Wright
100 Shs. Avco
100 Shs. Republic Steel
125 Shs. American St andard
22 Shs. La. Pacific
30 Shs. Certain-teed
$5,900 Marcor, Inc. - bond
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Cash
$26,768.36
$46,488.23
ESTATE OF JANET K. PENSYL
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By"j UJ1 ~ \),tU,I..~-
Gerry Pa,' Executrix
COMMONWEALTH OF PENNSYLVANIA)
) SS:
COUNTY OF DAUPHIN )
Personally appeared before me, a Notary Public in and for said
Commonwealth and County, Gerry Paul, Executrix of the Estate of Janet K.
Pensyl, deceased, wh 0 being duly sworn according to law, doth depose and say
that the facts set forth in the foregoing Proposed Schedule of Distribution
are true and correct.
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Sworn to and subscribed
th is .J.l:f::l- day of
, A.D., 1979.
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JANET K. PENSYL
I, JANET K. PENSYL, of the Township of Lower Allen, County of
Cumberland and State of Pennsylvania, being of sound mind, w~mory and under-
standing, do make, publish and declare this my last ~lil1 and Testament, here-
by r2voking and making void any and all \'/ill or \'1ills by me at any time hereto-
fo're made.
As to such estate as it hath pleased God to entrust me with, I
dispose of in manner as follows:
1. I order and direct my hereinafter naliled Executrix to pay all
of my just debts, legally collectible, as soon as conveniently may be after
my decease.
2. I give, devise and bequeath all of the rest, residue and re-
mainder of mY estate, real, personal and mixed, of whatsoever kind and nature,
and wheresoever situate at the time of my decease, unto my friend, Nrs. Gerry
Paul, 3208 Sunnyside Avenue, Harrisburg, Pennsylvania 17109, unto her, her
heirs and assigns forever.
If and in the event that the said Nrs. Gerry Paul does not survive
me, then, and in such event, I give, devise and bequeath all of the rest,
residue and remainder of'myestate, real, personal and mixed. of whatsoever
kind and nature, and wheresoever situate at the time of my decease, unto my
friend, Shirley A. Doyle, R.D. 1, Dauphin, Pennsylvania 17018, unto her, her
heirs and assigns forever.
3. I hereby nonrlnate, constitute and appoint Hrs. Gerry Paul,
Executrix of this my Last Will and Testament, and I hereby authorize, enlpower
and direct her to sell and convey, by good and sufficient deed, in fee simple
estate, any and all of my real estate, at public or private sale, for such
price or prices, upon such terms and conditions, as in her judgment is best
for my estate, and to that end to sign, seal, execute, acknowledge and deliver
all deeds or other instruments necessary therefor, as effectively as I could
do if I were personally present.
4. If and in the event that my said Executrix, Mrs. Gerry Paul, does
not survive me, or does not complete her duties as Executrix, then and in such
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( 1Ja.at'lll!riIl <nth mftdamttt! nt {
JANET K. PENSYL .
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everibI hereby nominate, consti tute and appoi nt Emily J. Bowman, 445 South 17th
Street, Harrisburg, Pennsylvania 17104, Executrix of this my last Will and
Testament, and I hereby authorize, empower and direct her to sell and convey,
by good and sufficient deed, in fee simple estate, any and all of my real es-
tate, at public or private sale, for such price or prices, upon such terms
and conditions, as in her judgment is best for my estate, and to that end to
sign, seal, execute, acknowledge and deliver all deeds or other instruments
necessary therefor, as effectively as I could do if I were personally present.
IN WITNESS WHEREOF, I, JANET K. PENSYL, the Testatrix, have to
this my last Will and Testament, typewritten on two (2) consecutively numbered
pages, set my hand and seal thi s t 1 ~,J day of June, A.D., 1977.
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Signed, sealed, published and
declared by the above-named
Janet K. Pensyl, as and for her
last Will and Testament, in the
presence of us, who have hereunto
subscribed our names at her request
as witnesses hereto, in the presence
of the said Testatrix and of each
other.
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R E CAP T U l A T ION
CHARGES:
Persona 1 Estate
Personal Estate - Income
Real Estate
$24~944.65
4~433.47
_J3~653.55
TOTAL CHARGES
$ 63~031.67
CRED ITS:
Personal Estate
Real Estate
$13~863.44
2~680.00
TOTAL CREDITS
BALANCE FOR DISTRIBUTION
$ 16~543.44
$ 46~488.23
ASSETS CONSIST OF THE FOllOWING:
Securities:
66 Shs. Georgia Pacific
125 Shs. Curtiss-Wright
100 Shs. Avco
100 Shs. Republic Steel
125 Shs. Am. Standard
22 Shs. La. Pacific
30 Shs. Certain-teed
$5900 Marcor~ Ind. bond
$1~815.00
$1~550.00
$2~475.00
$2~512.50
$5~593.75
$ 431.75
$ 585.00
$4~756.87 $ 19~719.87
$ 26~768.36
$ 46~488.23
Cash
BALANCE FOR DISTRIBUTION
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