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Home My WebLink About01-10-06 - FIRST AND FINAL ACCOUNT OF AL VIN F. BONA WITZ, EXECUTOR OF THE LAST WILL AND TESTAMENT OF CA THERINE MAE BONA WITZ, LA TE OF THE BOROUGH OF CARLISLE, CUMBERLAND COUNTY, PENNSYL VANIA, DECEASED DA TE OF DEA TH: LETTERS TESTAMENTARY ADVERTISED: JUNE 13,2005 Cumberland Law Journal: July 29th, August 5th and 12th, 2005 OG/3 ((&-.1- ESTATE FILE NO. 21-05-949& The Sentinel: August 3rd, 10th, and 17th, 2005 (J (',\ .. L .. ( , PRINCIPAL RECEIVED Acco':'ntant~charges himself with the fol/owing principal amounts received: 2005 June 13 Pennsylvania Bureau of Unclaimed Property Prudential Financial Demutualization Prudential Insurance Matured Life Policy Fund (Applied for but not yet received) $5,000.00 June 13 Refund, Hoffman-Roth Funeral $766.26 June 13 MetLife Trust Interests(26shares @43.27) $1,125.02 (not yet liquidated) June 13 Oppenheimer, Account Number A09-0030717 $309,387.04 June 13 Tyco International Ltd, Certificate No. US 43855 $417,189.15 (13,755 shares @$30.33) June 13 Tyco International Ltd, Certificate No. US 68327 $417.189.15 (13,755 shares @$30.33) TOTAL PRINCIPAL RECEIVED $1,150,656.62 1 - INCOME RECEIVED 2005 Sept. 20 Orrstown Bank, Interest $1.64 Oct. 20 Orrstown Bank, Interest $.21 Nov. 20 Orrstown Bank, Interest $.30 Dec. 8 MetLife, Dividend $13.52 TOTAL INCOME RECEIVED $15.67 2005 Aug. 19 Dec. 13 Dec. 13 GAINS OR LOSSES Oppenheimer & Co., Inc., Gain on Liquidation $14.00 of Rydex U.S. Gov't Money Market(5,014shares @1.00) Commission and Other Fees -$45.00 -$50,533.60 Wachovia Securities, Account #4334-7515: Loss on Liquidation of Tyco Int'l L TD(10,000 shares @28.484) Commission and Other Fees -$788.78 Oppenheimer & Co., Inc. -$82.19 Loss on Liquidation of Advantage Primary Liquidity (1,004.85@1.00) Loss on Liquidation of Tyco Int'l L TD(10,000 shares@28.484) -$18,460.00 Commission and Other Fees -$2.806.18 TOTAL OF GAINS OR LOSSES -$72.701.75 2 - LOAN TO THE ESTA TE Sept. 1 Alvin F. Bonawitz, Loan to the Estate $45.000.00 TOTAL LOAN TO THE ESTA TE $45.000.00 DISBURSEMENTS 2005 July 12 Register of Wills, Probate Will $972.00 July 21 Cumberland Law Journal, Advertising $75.00 Aug. 18 The Sentinel, Advertising $137.03 Sept. 6 Register of Wills, Agent $49,495.00 Estimated PA Inheritance Tax Dec. 15 Register of Wills, Filing Fee for the Pennsylvania $15.00 Inheritance Tax Return Dec. 22 Register of Wills, Filing Fee for First and $600.00 Final Account Dec. 22 Register of Wills, Agent, Additional Pennsylvania $52.00 Inheritance Tax Return Dec, 22 Alvin F. Bonawitz, Loan to the Estate $45,000.00 Dec. 22 Robert M. Frey, Attorney Fee $35.875.00 TOTAL DISBURSEMENTS $132,221.03 3 - RECAPITULA TION TOTAL PRINCIPAL RECEIVED $1,150,656.62 TOTAL INCOME RECEIVED $ 15.67 TOTAL RECEIPTS $1,150,672.29 TOTAL GAINS OR LOSSES -$72,701.75 TOTAL LOAN TO THE ESTA TE $45.000.00 TOTAL $1.122.970.54 LESS TOTAL DISBURSEMENTS $132.221.03 TOTAL FOR DISTRIBUTION $990.749.511 TOTAL FOR DISTRIBUTION $990,749.51 LESS PA UNCLAIMED PROPERTY UNTIL SUM IS RECEIVED -$5,000.00 LESS METLlFE TRUST INTEREST(26 SHARES)IS RECEIVED -$1.125.02 -$6,125.02 TOTAL TO BE DISTRIBUTED $984.624.49 PROPOSED SCHEDULE OF PARTIAL DISTRIBUTION TOTAL FOR DISTRIBUTION LESS SPECIRC BEQUEST TOTAL RESIDUE FOR DISTRIBUTION $984,624.49 -$15.000.00 $969.624.49 4 BEQUEST Timmee Buffington 630 w: Siddonsburg Road Dillsburg PA 17018 Specific Bequest: $15.000.00 TOTAL FOR SPECIFIC BEQUEST' RESIDUE FOR FINAL DISTRIBUTION TOTAL RESIDUE FOR DISTRIBUTION Alice Mae(Bonawitz)Fought 207 South Hanover Street Carlisle PA 17013 20% Residue of Estate $193.924.90 TOTAL Alvin F. Bonawitz, Jr. 29 Church Road Carlisle PA 17013 20% Residue of Estate $193.924.90 . $15,000.00 $15.000.00 $969.624.49 $193,924.90 $193.924.90 TOTAL $193.924.90 Catherine Mae Fought 780 Cardinal Drive Harrisburg PA 17111-5013 20% Residue of Estate $193.924.90 TOTAL 5 $193,924.90 $193.924.90 . Jason J. Bonawitz 1917 Esther Drive Carlisle PA 17013 10% Residue of Estate $96.962.45 $96,962.45 TOTAL $96.962.45 Rebecca Lee Bonawitz 29 Church Road Carlisle PA 17013 10% Residue of Estate $96.962.45 $96,962.45 TOTAL $96.962.45 Wayne Fought 780 Cardinal Drive Harrisburg PA 17111-5013 5% Residue of Estate $48.481.22 $48,481.22 TOTAL $48.481.22 Alan Fought 780 Cardinal Drive Harrisburg PA 17111-5013 21/2% Residue of Estate $24.240.61 $24,240.61 TOTAL $24.240.61 Isaac Scott Barclay 29 Church Road Carlisle PA 17013 2 1/2% Residue of Estate $24.240.61 $24,240.61 TOTAL $24.240.61 6 Kelsey Lynn Ives 1917 Esther Drive Carlisle PA 17013 21/2% Residue of Estate $24.240.61 TOTAL Brandt Christopher Bonawitz 1917 Esther Drive Carlisle PA 17013 21/2% Residue of Estate $24.240.61 TOTAL Chase Michael Bonawitz 1917 Esther Drive Carlisle PA 17013 21/2% Residue of Estate $24.240.61 TOTAL Tyler Matthew Bonawitz 1917 Esther Drive Carlisle PA 17013 2 1/2% Residue of Estate $24.240.62 TOTAL TOTAL DISTRIBUTION OF THE RESIDUE OF THE ESTA TE TOTAL DISTRIBUTION 7 $24,240.61 $24.240.61 $24,240.61 $24.240.61 $24,240.61 $24.240.61 $24,240.62 $24.240.62 $969.624.49 $984.624.49 . . COMMONWEALTHOFPENN8YLVANIA ) ):88.: COUNTY OF CUMBERLAND ) Before me, the undersigned officers, personally appeared Alvin F. Bonawitz, Executor of the Last Will and Testament of Catherine Mae Bonawitz, deceased, who, being dnly sworn according to law, deposes and says that the foregoing First and Final Account is true and correct to the best of his knowledge, information and belief. ~: -/-: ~ ----f:- Alvin F. Bonawitz Sworn to and sn~ribed bllfore me ~ .-/J ....f) this~/,t day of J)';l>MJ/:'or ,200~N64-.. Vy. c7:/~ NOTARIAl SEAl TRISHA A. lIESS, NOTARY PUBLIC BOROUGH OF CARLISLE, CUMBERLAND CO., PA ~__ MY COMM~SION EXPIRES MAY 20,2006 8 r ~ ' I ~-, -, .* ~ \ 1 J :.~:. :'.:: 0 . . ".J .- ~=~~ c c~ ~ 0 ., 0 .... ::E..c n .... ..... .e; t:l bll -= = <~~==-d ~ CO ~ ~.... e 0 ~ .... l-< CD C') o~toU~ ..... 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