HomeMy WebLinkAbout05-14-79
LAW OFFICES
WILLIAM F. MARTSON, P.C.
FIRST AND FINAL ACCOUNT OF ROY E. HOFFMAN, EXECUTOR UNDER THE
LAST WILL AND TESTAMENT OF HOWARD M. DEWALT, LATE OF THE BOROUGH
OF CARLISLE, CUMBERLAND COUNTY, PENNSYLVANIA, DECEASED.
ROY E. HOFFMAN, Executor as aforesaid and Accountant herein,
avers as follows:
DATE OF DECEDENT'S DEATH:
DATE LETTERS TESTAMENTARY ISSUED:
LETTERS WERE ADVERTISED AS FOLLOWS:
September 8, 1978
September ]8, 1978
The Evening Sentinel:
Cumberland Law Journal:
September 25, October
September 25, October
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2,9,1978
6, 13, 1~71
PERSONALTY - PRINCIPAL ACCOUNT
DEBITS
The Accountant charges himself with receipt of the
decedent's goods and chattels as more fully set
forth in the Inventory and Appraisement hereto-
fore filed in the Office of the Register of Wills
in and for Cumberland County, Pennsylvania:
The Accountant charges himself with receipt of
the following additional items of personalty,
principal:
1. White Circle Beneficial Association,
Death Benefits
$1,222.65
200.0C
2. Amos Dewalt, joint tenant's share of
Pennsylvania Transfer Inheritance Tax
on transfers and jointly-held property
TOTAL, PERSONALTY, PRINCIPAL ACCOUNT, DEBITS:
I
1.253.lE
$2.675.81
PERSONALTY - PRINCIPAL ACCOUNT
CREDITS
The Accountant claims credit for the payment of
the following items from personalty, principal:
10/20/78
11/ 9/78
11/18/78
12/ 7/78
12/ 7/78
Bricker's Auction House: Commission,
sale of household goods at auction
U.G.I. Corporation: Account payable
P.P.& L.: Account payable
Hoffman Funeral Home: Funeral Expenses
Richard E. Anderson, Register of Wills:
Payment on Account of Pennsylvania
Transfer Inheritance Tax (Note: Payment
of this sum at early date entitled
Executor to a credit or discount of
$.50.00. )
Grace Steele: Account payable, laundry
Belvedere Medical Corp.: Account payable
950.0(
7.50
238.2C
$ 111.41
9.31
l5.1l
1,886.l(
12/14/78
1/12/79
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LAW OFFICES
WILLIAM F. MARTSON. P.C.
1/12/79
1/12/79
1/16/79
Harris Associates, P.A.:
Account payable $
Carlisle Hospital: Account payable
Richard E. Anderson, Register of Wills:
fee for filing Appraisal, Inventory,
Debts and Deductions
Richard E. Anderson, Register of Wills:
Balance of Pennsylvania Transfer Inheritance
Tax
5/10/79
The Accountant reserves the following sums to be paid
subsequent to the filing hereof:
1. Carlisle Memorial Service: Grave Monument
2. William F. Martson, P.C.: Reimbursement
for costs advanced
3. Roy E. Hoffman, Executor's Commission
4. William F. Martson, P.C.: Attorney's fee
5. Reserve for filing Account, Releases,
closing and miscellaneous costs
TOTAL, PERSONALTY, PRINCIPAL ACCOUNT, CREDITS:
PERSONALTY - INCOME ACCOUNT
DEBITS
The Accountant charges himself with receipt of the
following items of income from personalty:
, TOTAL, PERSONALTY, INCOME ACCOUNT, DEBITS:
PERSONALTY - INCOME ACCOUNT
CREDITS
The Accountant claims credit for the payment of
the following items from personalty-income:
TOTAL, PERSONALTY, INCOME ACCOUNT, CREDITS:
REAL ESTATE - PRINCIPAL ACCOUNT
DEBITS
The Accountant charges himself with receipt of the
decedent's real estate, as follows:
1.
ALL THAT CERTAIN lot of ground situate in the
First Ward of the Borough of Carlisle, County
of Cumberland and Commonwealth of Pennsylvania,
havi.ng th..reon erected a brick dwelling house
being known and numbered as 36 Kerrs Avenue.
IT BEING all of the property which the Frog,
Switch & Manufacturing Company, by its deed
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34 . 00
2.20
9.00
506.12
525.00
66.65
728.00
728.00
75.00
$5 , 891. 71
$ NONE
$ NONE
$ NONE
$ NONE
LAW OFFICES
WILLIAM F. MARTSON. P.C.
dated April 25, 1952, and recorded in the
Office of the Recorder of Deeds in and for
the County of Cumberland and Commonwealth
of Pennsylvania in Deed Book 'Iy", Volume 14,
Page 451, granted and conveyed unto Howard
M. Dewalt and Erma R. Dewalt, his wife. The
said Erma R. Dewalt having died April 7, 1963,
title vested entirely in the said Howard M.
Dewa 1 t .
SAID premises were sold and conveyed to
Roger W. Myers on December 7, 1978, for a
price of $5,000.00
Sales Price
TOTAL, REAL ESTATE, PRINCIPAL ACCOUNT, DEBITS:
REAL ESTATE - PRINCIPAL ACCOUNT
CREDITS
The Accountant claims credit for the payment
of the following items from decedent's real
estate, principal account:
12/ 7/78
12/ 7/78
12/ 7/78
Recorder of Deeds: Realty Transfer
Tax
Cash: Notary fee
Roger W. Myers: Proration of 1978 School
Real Estate taxes
TOTAL, REAL ESTATE, PRINCIPAL ACCOUNT, CREDITS:
REAL ESTATE - INCOME ACCOUNT
DEBITS
The Accountant charges himself with receipt of
the following items of real estate - income:
TOTAL, REAL ESTATE, INCOME ACCOUNT, DEBITS:
REAL ESTATE - INCOME ACCOUNT
CREDITS
The Accountant claims credit for payment of the
following items from real estate income:
TOTAL, REAL ESTATE, INCOME ACCOUNT, CREDITS:
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$5,000.00
$5,000.00
50.00
2.00
48.62
$ 100.62
$ NONE
$ NONE
$ NONE
$ NONE
LAW OFFICES
WILLiAM F. MARTSON. P.C.
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RECAPITULATION
I I. PERSONALTY
A. PRINCIPAL ACCOUNT:
Debits: $2,675.81
Credits: 5,891.71
Balance: $(3,215.90)
B. INCOME ACCOUNT:
Debits: NONE
Credits: NONE
Balance: NONE
C. NET BALANCE OF PERSONALTY: $(3,215.90)
II. REAL ESTATE
A. PRINCIPAL ACCOUNT:
Debits: $5,000.00
Credits: 100.62
Balance: $4,899.38
B. INCOME ACCOUNT:
Debits: NONE
Credits: NONE
Balance: NONE
C. NET BALANCE OF REAL ESTATE: 4,899.38
II. NET BALANCE OF ESTATE FOR DISTRIBUTION: $1,683.48
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COMMONWEALTH OF PENNSYLVANIA)
COUNTY OF CUMBERLAND
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ROY E. HOFFMAN, being duly sworn according to law, deposes
and says: that he is the Executor of the Estate of Howard M.
Dewalt, Deceased; that he is the Accountant herein; that the
list or schedule [*] contains the names, addresses and amounts
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notice of their claims; that I
contains the names and addressesl
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foregoing accounting is true and complete; that the attached
due unpaid creditors having given
the attached list or schedule [*]
of all persons interested in the distribution of said Estate;
and that the facts set forth in the within Account are true and
correct to the best of his knowledge, information and belief.
Sworn to and subscribed before me
<,-';:);fh~s IJ'fft day of ~ , 1979.
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* UNPAID CREDITORS:
1. Mrs. Grace Steele, 823 Meadowlane, Camp Hill, Pa. 17011,
has submitted a claim in the amount of $5,317.00 for
personal care of the decedent from June 6, 1977 to
September 8, 1978. This claim was not paid nor allowed
by the Executor.
** PERSONS INTERESTED IN DISTRIBUTION OF ESTATE:
1. Amos Dewalt, 260 East Louther Street, Carlisle, PA
2. Mrs. Grace Steele, 823 Meadow Lane, Camp Hill, PA
17013
17011
LAW OFFICES
WILLIAM F. MARTSON. P.C.
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STATEMENT OF PROPOSED DISTRIBUTION BY ROY E. HOFFMAN, EXECUTOR ~
UNDER THE LAST WILL AND TESTAMENT OF HOWARD M. DEWALT, LATE OF
THE BOROUGH OF CARLISLE, CUMBERLAND COUNTY, PENNSYLVANIA, DECEASE .
ROY E. HOFFMAN, Executor of the Last Will and Testament of I
HOWARD M. DEWALT, Deceased, proposes to distribute the
balance in his hands, to wit: $1,683.48, 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:
1. TO: Amos Dewalt, per Item 3 of said
Last Will and Testament, as
amended by Codicil under date of
October 3, 1977.
A. Cash
B. In kind, 1963 Chevrolet
Impala Sedan, Title No.
G154l40l7
$ 641. 74
200.00
2. TO: Grace Steele, per Item 3 of said
Last Will and Testament, as
amended by Codicil under date
of October 3, 1977
A. Cash
841.74
$1,683.48
WHEREFORE, the said ROY E. HOFFMAN, Executor as aforesaid,
respectfully proposes to distribute the net balance of said
Estate as stated above.
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Roy E. Hc1ffman,
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Exed~tor
COMMONWEALTH OF PENNSYLVANIA )
: 58.
COUNTY OF CUMBERLAND )
ROY E. HOFFMAN, being duly sworn according to law, deposes
and says: that he is the Executor of the Last Will and
Testament of Howard M. Dewalt, Deceased; that the facts set
forth in the foregoing Statement of Proposed Distribution are
true and correct to the best of his knowledge, information and
belief.
LAW OFFICES
WILLiAM F. MARTSON. P,C,
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LAST WILL AND TESTAMENT
I, HOWARD M. DEWALT, of the Borough of Carlisle, Cumberland
County, Pennsylvania, do hereby make, publish and declare this
to be my Last Will and Testament hereby revoking any and all
former Wills and Codicils by me made.
1.
I direct my Executor hereinafter named to pay all my just
debts, funeral and testamentary expenses as soon after my death
as practical.
2.
I direct that all of my estate, both real and personal
property, shall be sold by my Executor and converted into cash,
either at public or private sale, according to his discretion.
3.
After the payment of all such expenses and taxes, I give
the residue of my estate in the following manner:
.(a) One- third thereof unto my brother, Amos Dewa It, 260
East Louther Street, Carlisle, Pa.
(b) One-third thereof unto Catherine M. Trego, 727 North
Pitt Street, Carlisle, Pa.
(c) One-third thereof to Grace Steele, Meadow Lane, Camp
Hill, Pa.
In the event any of the aforesaid persons shall predecease
me, then I direct that his or her share shall pass to ~he
survivors or survivor, absolutely.
4.
I hereby appoint Roy E. Hoffman, CarliSle, Pa., as Executor
of my estate and I direct that he shall retain the firm of
Martson and Snelbaker in the settlement of my estate.
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Howard M. Dewa t
PAGE ONE
:
IN WITNESS WHEREOF I have hereunto set my hand and seal
this /1/1<. day of July, 1974.
7{ ~ ''arr- (~ Of! Z P. L-ik--o-!:)-
Howar M. Dewalt
(SEAL)
SIGNED, SEALED, PUBLISHED and DECLARED by the above named
Testator, as and for his Last Will and Testament, in the
presence of us, who at his request, have hereunto subscribed
our names as witnesses thereto, in the presence of said Testator
and of each other.
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AHD SNCLa""C",
PAGE TWO
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October ), 1977
I, Howard Dewalt or 46 Kerrs Avenue, Carlisle,
Pennsyl~ania being in sound mind do hereby this
date remove the name o~ Mrs. Gatherine Trego and
her residue from my last will" and testament.
Witness I
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Signed. this Jrd day of October 1977
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Howard Dewalt