HomeMy WebLinkAbout05-17-79
II
. ....... ... .,
Ii
IN RE: ESTATE OF NAN W. SCHOCH
AN INCOMPETENT
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY , PENNSYLVANIA
ORPHANS' COURT DIVISION
BALANCE FOR DISTRIBUTION- Principal Account. . . . . . . . $73,081.88
BALANCE FOR DISTRIBUTION- Income Account. . . . . .. 1,527.01
$74,608.89
TOTAL
Your Accountant proposes the following distribution:
Securities
Real Estate - Undetermined Value
Cash
$34,208.13
1.00
40,399.76
$74,608.89
It is suggested that Nan W. Schoch was adjudged incompetent
November 1, 1978, at which time Your Honorable Court appointed The First
National Bank of Shippensburg, her Guardian. Nan W. Schoch died March 10,
1979, testate and under her Last Will and Testament probated in and for
Cumberland County The First National Bank of Shippensburg was appointed
Administrator C.T.A.
Therefore your Accountant proposed the following distribution:
TO: THE FIRST NATIONAL BANK OF SHIPPENSBURGJ
Administrator C.T.A., of the Estate of Nan
w. Schoch, late of Upper Mifflin Township,
Cumberland County, Pennsylvania.
$74,608.89
THIS EXHAUSTS THE FUND
li8tR 9ti fH\J[ 150
II
. ~.
,
..
,.
COMMONWEALTH OF PENNSYLVANIA
SSe
COUNTY OF CUMBERLAND
Before me, a Notary Public in and for said County and State,
personally appeared LESLIE W. BRANT, Trust Officer, First National Bank
of Shippensburg, Guardian of the Estate of Nan W. Schoch, who being duly
sworn according to law, deposes and states that the person named in the
within Proposed Schedule of Distribution is the only one entitled to
participate in said fund for distribution, to the best of his knowledge,
and that the amounts awarded herein are the correct amounts payable to
said person.
~;t/$~
,
l~~\~~".U 'tfH,'I:,"/
.,"" ,J {.ft . Sll J~I/"
:.~,....."'(,,..' . ':.: . ~~' : ' //;..~.-.
~'.I.."""-:"":,~":~S:lf'Orrt' bo and subscribed before
j ;.;-/f./:Sti.~ ~.:~<."~~ \ ':
~ v:'~{~~.". ':,~~~JsJ I 5t., day of
\ '~." >. '.-{\':'~' .' ........../ 1979
", .. r' ", - , .
......D}:4 Y ',~.:(j ::"
';""" "'\'~~n~
Shirley M. Smith, Notary Public "~;;:3
Shippens burg 8orough, Cum berland County
My Commist'on Expires Mar. 26, 1983
Member. Penasylvania Association of Notaries
t~&tR 94 f~0[ 151
Ii
il
Ii
II
II
L
II IN RE: Nan W. Schoch Guardianship
ij AN INCOMPETENT
I
!
!
II
!
i
I
I
I
I
!
II
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
ORDER OF COURT, dated
NOVEMBER 1, 1978
FIRST AND FINAL ACCOUNT OF THE FIRST NATIONAL
BANK OF SHIPPENSBURG, PENNSYLVANIA, GUARDIAN OF THE
ESTATE OF NAt'J W. SCHOCH, AN INCOMPETENT,
WHO DIED MARCH 10, 1979
PRINCIPAL ACCOUNT
RECEIPTS
The Accountant charges itself as follows:
The following securities were received "in kind" registered jointly in names
, of Louis T. Schoch (husband, died 10/13/78) and Nan W. Schoch:
1978
Nov. 3
Dec. 7
15
20
AT&T $100 Debenture 8 3/4% due 5/15/2000
RCA $300 Debenture 4~% due 8/1/92
100 shs American Brands
114 shs American Telephone & Telegraph
140 shs Bethlehem Steel Corp.
239 shs Pennsylvania Power & Light
102 shs Radio Corp. of America
188 shs Sun Oil Co. (Converted the 181 shs Sun Co.
2.25 pfd. to common)
100 shs Texaco
Real Estate - Approximately 5~838 acres including
cabin in Upper Mifflin Township,
Cumberland County - Undetermined Value
3
Proceeds from sale of diamond ring sold at
appraised value to Nancy B. Seeds
3
Proceeds of the withdrawal from The First National
Bank of Shippensburg Savings Account#1-09499-2 in
joint names of Nan W. Schoch & Louis T. Schoch
(died 10/13/78)
24
Proceeds of The First National Bank of Shippens-
burg Checking Acct.#574-752-0 in the joint names
of Nan W. Schoch & Louis T. Schoch (died 10/13/78)
Proceeds of sale of personal property on
Proceeds
Less items owned by Louis T.
Schoch Estate:
Hunt. License Collection
Model l2A 22 Gun
45 Cal. Pistol
12 ga. Shot Gun
12/3/78
$8,152.85
$ 50.00
78.00
215.00
250.00
593.00
Net Sale Proceeds
Proceeds from closing of Philadelphia Savings
Fund Account#E631,287 in joint names of Louis
T. Schoch & Nan W. Schoch
Proceeds from closing of The First National Bank of
Shippensburg Savings Acct.#1-09499-2
lm[R
QA
'" ':1
L~,;[
i~4
$ 95 . 34
215.63
5,012.50
7,014.56
3,215.62
4,944.31
2,782.68
8,430.62
2,496.87
1.00
1,400.00
14,618.11
1,109.40
7,559.85
2,099.79
151.37
I'
1979
Jan. 15
; Feb. 5
Mar. 7
- 2 -
Proceeds from closing of the Williamsburgh
Savings Bank, Brooklyn, N. Y. Savings
Acct.#508 549 in joint names of Louis T.
Schoch & Nan W. Schoch
Received from Medicare - reimbursement for
services of Dr. Haddon
21
Received from Medicare - reimbursement for
services of Orthopedic Associates
28
Received from Medicare - reimbursement for
services of Orthopedic Associates
Received from Medicare - reimbursement for
services of Dr. Donahoe
9
Proceeds from sale of diamond ring at appraised
value to Nancy B. Seeds
27
Proceeds from fractional share on conversion of
Sun Co. Pfd. to common
27
Leader Nursing Center - refund
27
Proceeds from redemption of 30 yr. AT&] $200
Debenture (8 3/4% due 2000) called by AT&T
TOTAL PRINCIPAL RECEIPTS
DISBURSEMENTS
The Accountant claims credit as follows:
1978
Nov. 17
24
24
Dec. 7
7
7
Mark & Weigle, Attorneys - reimbursement for petition
for appointment of Guardian
17
Ausherman Brothers - appraisal of real estate
24
Register of Wills of Cumberland County - Certification
and photo-copies
24
Dr. Harry Haddon - professional services
24
Leader Nursing Center - care & maintenance
Nancy B. Seeds - reimbursement for Leader Nursing
Center care of Nan W. Schoch, clothing and medical
expenses - per Court Order
Pague & Fegan Hardware - one Padlock
Newburg Fire Co. - for storage of personal property
and Public Sale
Douglas Gotshall - labor during Public Sale
Charles H. Martin - labor and clerking of Public Sale
Amos McLaughlin - Auctioneer's fee
Thomas R. Beidel - labor and preparation for Public
Sale and during sale
Samuel Martin - labor and preparation for Public Sale
and during sale
ti1>lft S4 fM,,[ 145
..
$ 23,052.33
93.60
644.80 I
72.00
49.60
650.00
35.04
12.48
213.88
85,971.38
16.00
75.00
6.00
135.00
1,155.98
3,753.84
5.50
200.00
31.50
143.00
179.00
255.00
119.00
I'
Dec. 7
1979
Jan. 5
Mar. 8
Ap r . 6
RESERVED:
-3-
Daniel D. Hershey - labor and cleaning materials
for preparation of Public Sale, etc. and
Auctioneer's fee
Dennis L. Gotshall - labor during Public Sale
15
Leader Nursing Center - care & maintenance
20
Orthopedic Associates of Chambers burg - fracture
care
Kissinger & Wolfe, Surveyors - survey of real estate
5
Menno-Haven Nursing Home - care and maintenance
9
Dr. Michael Donahoe - Medical professional services
9
Menno-Haven Nursing Home - care and maintenance
28
Register of Wills of Cumberland County - Certificates
of Guardianship
Transfer to Louis Schoch Estate - to cover expenses
per Court Order of Guardian
Adams Electric - account
Mark & Weigle - Attorneys' fee
The First National Bank of Shippensburg -
Guardian's fee
Reserve for filing account
TOTAL PRINCIPAL DISBURSEMENTS
RECAPITULATION
TOTAL RECEIPTS . . . . ~
. . . .' . . . . . .' . . . . . .' . .. . e.
..
$ 458.04
31.50
1,074.04
900.00
408.00
985.00
80.00
1,160.25
25.00
250.00
7.85
500.00
835.00
100.00
$12,889.50
$85,971.38
TOTAL DISBURSEMENTS . . ~ ~ ~ . . . ~ ~ . . ~ .. ~ ~. ~ ~ . . . .. 12,889.50
BALANCE FOR DISTRIBUTION . . . . . . . . . . . .. . .. . . .. . .. $ 73,081.88
Ii
II
Ii
I
I
II
I
I
I
I
I
!
lIatR
(~l1 f' 'r i' f6
'WI '.~ M l).. ..
II
. -
- 4 -
INCOME ACCOUNT
RECEIPTS
The Accountant charges itself as follows:
1978
Nov. 10
Dec. 7
1979
Jan. 5
26
I
!
I Feb. 5
I
i
I
! 9
I
I
i Mar. 7
!
RCA - dividend
PP&L - dividend
RCA - dividend
RCA Debenture - interest
Sun Co. - dividend
Texaco - dividend
U.s. Treasury - Social Security for July
U.S. Treasury - Social Security for August
U.S. Treasury - Social Security for September
American Brands - dividend
AT&T - dividend
Bethlehem Steel - dividend
17
U.S. Treasury - Social Security for October
24
AT&T Debenture - interest
U.S. Treasury - Social Security for November
American Brands - dividend
First National Bank of Shippensburg - Savings
Account - interest
15
Texaco - dividend
Bethlehem Steel - dividend
22
Sun Co. - dividend
AT&T - dividend
PP&L - dividend
u.S. Treasury - Social Security for December
First National Bank of Shippensburg - Participated
Certificate of Deposit - interest
u.S. Treasury - Social Security for January
RCA - dividend
RCA Debenture - interest
U.S. Treasury - Social Security for February
American Brands - dividend
First National Bank of Shippensburg Savings Account -
interest
15 Texaco - dividend
Bethlehem Steel - dividend
16 First National Bank of Shippensburg - Participated
Certificate of Deposit - interest
27 Sun Co. - dividend
28 First National Bank of Shippensburg Participated
Certificate of Deposit - interest
Ua[R 94 f;~l)[ i4.7
..
$ 35.70
114. 72
35 . 70
6.75
101.81
50.00
33. 70
33.70
33.70
87.50
131.10
35.00
33. 70
4.38
33.70
100.00
18.65
50.00
35.00
101.81
131.10
114.72
33.70
59.79
209.10
35.70
6.75
75.50
100.00
162.63
50.00
49.00
125.00
101.81
333.33
I'
. .
Apr. 6
- 5 -
PP&L - dividend
AT&T - dividend
TOTAL INCOME RECEIPTS
DISBURSEMENTS
The Accountant claims credit as follows:
1978
Nov. 3
Dec. 7
20
1979
Jan. 5
15
19
26
Feb. 5
9
28
Mar. 7
Stearns & Williams, Inc. - appraisal of rings
Borough of Chambers burg - ambulance transfer from
Hospital to Leader Nursing Center
Adams Electric Service
Public Opinion Newspaper - Sale Advertisement
Fry Communications - Sale Advertisement
News Chronicle Newspaper - Sale Advertisement
Edward Lee Oyler, Tax Collector - 1978 School Taxes
at face on real estate
Borough of Chambers burg - ambulance transfer
Adams Electric - service
Borough of Chambersburg - ambulance transfer
First National Bank of Shippensburg - Lock Box key lost
Chambersburg Hospital - Balance in full
Dr. Quirico Magbojos - Medical Professional services
Adams Electric - service
Borough of Chambersburg - ambulance transfers
Orthopaedic Associates - surgery
Chambersburg Anesthesia Associates - balance due after
Medicare payment
Adams Electric - service
First National Bank of Shippensburg - reimbursement
for certified mail to re-register stock
9
Dr. William Nickles - Testimony at Hearing for
Nan Schoch
First National Bank of Shippensburg - Income Commission
TOTAL INCOME DISBURSEMENTS
NET INCOME ACCOUNT
RECAPITULATION
TOTAL RECEIPTS . . . . . . . .
...... ....................
. ,
$
121. 89
142.50
2,929.14
30.00
25.00
7.27
105.12
118.40
118.50
120.50
10.00
7.85
10.00
2.00
3.70
165.00
7.85
30.00
300.00
50.60 I
7.85
11. 49
125.00
146.00
1,402.13
1,527.01
.$2,929..14
TOTAL DISBURSEMENTS. . . . . . . .. . . . . . . . . . . . . . . .. 1,402.13
BALANCE FOR DISTRIBUTION. . . . . .. .. . . . . .. . ~ . .. . .. . .. . .$1,527.01
li8EI( 94 fih,[ :LlsB
I
I
I) L
"
COMMONWEAL TH OF PENNSYL VANIA
SS.
COUNTY OF CUMBERLAND
Before me a Notary Public in and for said County and State,
personally appeared LESLIE W. BRANT, Trust Officer, First National Bank
of Shippensburg, Guardian of the Estate of Nan W. Schoch, who being duly
sworn according to law, deposes and states that the items of charge and
discharge are true and correct to the best of his knowledge, information
and belief.
~1Iv~
,,,.' ",
" \
and subscribed before
\ 5*n
day of
1979.
Shiriey M. Smith, Notary Public
Shippensburg 3)I:lugh, Cumberland County
My ~mmis~ ion Expires Mar. 26, 1983
Member, Pennsylvania M.sociation of Notaries
L.3tR
94 f~u[ i,.9
II
-.
.-
..
,
i
I
I:
I'
I:
II
I!
r
I!
!
IN RE: ESTATE OF NAN W. SCHOCH
AN INCOMPETENT
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
BALANCE FOR DISTRIBUTION- Principal Account. . . . . . . . $73,081.88
BALANCE FOR DISTRIBUTION- Income Account. . . . . .. 1,527.01
$74,608.89
TOTAL
Your Accountant proposes the following distribution:
I
I
I
i
'I
II
I!
,I
'!
Ii
I
I
I
I
\
I
I
.'
,
Securities
Real Estate - Undetermined Value
Cash
$34,208.13
1.00
40,399.76
$74,608.89
It is suggested that Nan W. Schoch was adjudged incompetent
November 1, 1978, at which time Your Honorable Court appointed The First
National Bank of Shippensburg, her Guardian. Nan W. Schoch died March 10,
1979, testate and under her Last Will and Testament probated in and for
Cumberland County The First National Bank of Shippensburg was appointed
Administrator C.T.A.
Therefore your Accountant proposed the following distribution:
TO: THE FIRST NATIONAL BANK OF SHIPPENSBURG,
Administrator C.T.A., of the Estate of Nan
W. Schoch, late of Upper Mifflin Township,
Cumberland County, Pennsylvania.
$74,608.89
I:
t'
Ii
II
I!
,I
I
!
i
I
i
I
Ii THIS EXHAUSTS THE FUND
'~.
r-
r::-:-
,"-f
="'='
}>3:
m .... }>
.... ::0
o ^
(0
..::;.
f
;r
0-
c;:
So
~
-
"J.
f"-;'
....
Co.
6~
r. c (" ._
~.. I? ~"
~ ~
~ r,
~ 11'--''''
(f ~~ ,0 _~
....... ~>
.... ';.;
0 2
~
.....
(f> ,.>
k (;
,-t-
o 6 ~
~ ;~~~- r" ~
~
~. ~' c
p ~
;
co~nt Coetirmel
g
- :..~ ~
~+:, ~;j~.
,- - ;..~ R
r; f' "
"-~ -" 1..-~ r~....
r
". f'
. .~. ~- i;
'...... :.,..~..
:~] 0
I
#i,
i
.\
r:.. ~
.....~ ~
C I: :~
C ..
{to
,.. ;~ r';
1:0 ... ,.'
,...,. 0
(iJ ....,.1
P ~
e,,: n
(") ~
~ ~
cr;
S: r,~": ,.
:; ..-+