HomeMy WebLinkAboutOC1968-0189 - ESTATE OF SHEPHERD3Jn tqe ®rpqau!i' <t1nurt nf llasqiugtnu C!Tnuuty
ESTATE OF 189 No .. _____________ Of 68
19 ---·--------, Y8tKx
Paul V .· Shepherd, -----------------,------------------------------------------------------· In the matter of the ____ :f._~r.~.L~gg _ _ft_t];~~----------
____________________________ 9;D_JP..~_9.Df.P.~1~P.-~--------------· Account of ___ ;P._?:~l .. ~.\1-.S:?:§L_Q:t:t_~~g~?:!f _________ _
ADJUDICATION AND DECREE
And noW------~~~~~------------------------------------------f---, 19 .. ?.~--, this matter came on for hearing,
audit and distribU'tion at this session and testimony taken; and thereupon, upon due consideration
thereof the balance for distribution in the hands of the Accountant is determined to be $ ... 43 .•. 49 ____________________________________________ and the account is accordingly confirmed; and it is ordered,
adjudged and decreed that the said balance be paid out by the Accountant in accordance wi1th the
schedule of distribution hereto attached and made a part hereof, unless exceptions hereto be filed
sec. reg. or an appeal be taken herefrom sec. leg. ·······-~---4~ ············ .. ,J: .. I:>!. .... ~~r .
SCHEDULE OF DISTRIBUTION
J
Balance per account·---------------------------------------------------------------------------------
Additional credit asked at audit ~;~~~~
~'
43.49 -7?1~ Balance·------------------------------------------------------------------------------------------------------$--------··-···------
Deduct Clerk's Costs & Receipts----------------------------------------------------------------10.50
Attorney _______________________ -f::Q._0-_ill __ L! ... ~9:D.cJ~~~-------------------------------------------$32.99
Paul V. Shepherd, balance, 32.99
No balance
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No ..... ~~.? .... Of 19.~-------, InK
In the matter of the First and Final
account of Paul Lucas, Guardian
of Estate of Paul V. Shephard,
an incompetent
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'VINVA1ASNN3d :10 3~V~S
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The Court is respectfully requested to det•ermine
proper distribution in this estate. r?/t~mtJ.~
Counsel for Accountant
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IN THE ORPHANS' COURT OF )
WASHINGTON COUNTY, PENNA. )
No. 4of 1968..o.-c._
The First and Final Account of Paul Lucas, Guardian of Paul 'tt 0,.;)
1961
Feb. 27
May 21/62
Dec. 31/62
1961-1967
The Accountant is char as follows:
Principal-Personalty
To amount of Inventory and Appraise-
ment filed---------------------------
To second amount received from Mary K.
John Estate-------------------------
To 1/2 of liquidating dividend from
\Vash.,Union Trust Co.stock-----------
Total-----~-----------
Income-Personalty
To interest received from First Fed.
Savings & Loan, \:'Jash. Pa., for 1961---
To interest rec'd from First Federal
Savings & Loan, Wash. Pa., for 1962--
To interest rec'd from First Federal
Savings & Loan, Washington, Pa.,,for 1963-
To interest rec'd from First Federal
Savings & Loan, Wash,. Pa .. , for 1964-----
To interest rec'd from First Federal
Savings & Loan, Wash. Pa., for 1965----
To interest rec.'d from First Federal
Savings & Loan, \vash. Pa., for 1966----
To interest rec'd from First Federal
920.58
83~50
$7,805.01
227.58
229.02
201.02
165.02
128.02
83.20
Savings & Loan, Wash. Pa., for 1967---48.39
Total---------------------$1,082.25
Principal-Realty
None
Income-Realty
None
)
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TOTAL ASSETS
Principal-Personalty
Income-Personalty
Principal-Realty
Income-Realty
Total Estate----------
Total credits claimed-
Balance due--------
$7,805.01
1,082.25
o.oo
o.oo
$8,887.26
8,843.02
$ 44.24
/ -
, -.
ThP A~~n1 ntant claims credits out of the assets of said_estate, to wit:
~-~ I.
Date Votrher Pa~ Remarks Amount :1:9:6:1======~~====··===========~~~=========-====================-:==============~1====-
Feb. 27 1 Paul Shepherd Feb. I, 1961 payment 90,.00
sol.oo
Ioloo
48l5o
27 1
Feb. 27 2
Feb. 27 3
Mar. 1 4
Mar. 11 5
Mar. 11 6
April 1 7
May 1 8
June 1 9
July 1 ~0
Aug. 1 ~1
Sept. 1 2
Sept. 30 3
Nov .. 1 4
Dec. 1 5
1962
Jan.. 3 6
Feb. 1 7
Mar. 1 8
Mar. 9 9
Nay 1 0
June 1 1
June 1 2
July 1 3
Aug. 2 4
Aug. 31 5
Oct. 1 6
Oct. 31 7
Nov. 29 8
B. E. York
M. w. Graham, M. D.
Adam L. Sanders
Paul Shepherd
John P. Harvey
Paul Lucas
Paul Shepherd
Paul Shepherd
Paul Shepherd
Paul Shepherd
Paul Shepherd
Paul Shepherd
Paul Shepherd
Paul Shepherd
Paul Shepherd
Paul Shepherd
Paul Shepherd
Paul Shepherd
B. E .. York
Paul Shepherd
Paul Shepherd
Paul Shepherd
Paul Shepherd
Paul Shepherd
Paul Shepherd
Paul Shepherd
Paul Shepherd
Paul Shepherd
premium on bond
services at hearing
9ol. oo I ~attress for Paul 25loo
money advanced to Shepherd 47loo
for April, 1961 90[00
atty. fee and costs
for Mar,. 1961
for May, 1961
for June, 1961
for July, 1961
for Aug .. , 1961
for Sept.,l961
for Oct.,l961
for Nov.,l961
for Dec.,l961
for Jan. 1962
for Feb. 1962
for Mar. 1962
premium on bond
for April, 1962
for May, 1962
for June, 1962
for July, 1962
for August,l962
for September,l962
for October, 1962
for November, 1962
for December, 1962
9oloo 1
9oloo
9oloo
go[oo
9oloo I
90 00
90 00
90100
70]00 I
70 00
7oloo
5oloo
::J:
7oJoo
7oJoo
9oJoo
9oJoo
9oJoo
9oJoo
90.00
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-~~~dits cc tlt'd .
No. pf
Amount I Drtte Vouc he>r Pavee Rem:lrks -
9o[oo Dec .. 31 29 Paul Shepherd for Jan* 1963
1963 --·
Jan. 31 30 Paul Shepherd for Feb. 1963 90 00
Feb .. 1 31 B. E. Yorlc premium on bond 50 00
Mar. 1 32 Paul Shepherd for Mar. 1963 90.00
Mar. 29 33 Paul Shepherd for Apr. 1963 90100
Apr. 1 34 Paul Shepherd for May, 1963 90 00
r.1ay 31 35 Paul Shepherd for June, 1963 90 00
9oloo June 28 36 Paul Shepherd for July, 1963
July 31 37 Paul Shepherd for Aug'l:lst,l963 90 00
Sept.30 38 Paul Shepherd for Sept. 1963 90 00
Oct. 39 Paul Shepherd for Oct. 1963 90 00
Nov. 1 40 Paul Shepherd for Nov. 1963 90 00
!
Dec. 30 41 Paul Shepherd for Dec. 1963 9TO
1964 -
Jan. 30 42 Paul Shepherd for ~Tan. 1964 90,.00 I
9oloo
I I Mar. 2 43 Paul Shepherd for Feb. 1964 I
5oloo Mar. 22 44 B., E. York premium on Bond
9oloo Mar. 31 45 Paul Shepherd for Mar., 1964
9oloo May 1 Paul Shepherd for Apr. 1964
9oloo May 29 46 Paul Shepherd for May, 1964 I
July 31 47 Paul Shepherd for June, 1964 9oloo I
9oloo Sept. 1 48 Paul Shepherd July, 1964
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9oloo Sept .. 30 49 Paul Shepherd for August,1964
I
90loo Oct. 30 50 Paul Shepherd for Sept.,l964
9oloo Nov. 30 51 Paul Shepherd for Oct. 1964
Dec. 30 52 Paul Shepherd for Nov. 1964 9oloo
9oloo Dec .. 30 53 Paul Shepherd for Dec. 1964
1965 --
Jan. 29 54 Paul Shepherd for Jan. 1965 90.00
Feb. 26 55 Paul Shepherd for Feb. 1965 90 00
. ..
Date p Remarks Amount
1965
Mar. 30 56 Paul Shepherd for Mar. 1965 90 00
Apr. 30 57 Paul Shepherd for Apr. 1965 90 00
May 28 58 Paul Shepherd for May 1965 90 00
May 28 59 Posts invalid bed 6 83
June 30 60 Paul Shepherd for june 1965 90 00
July 29 61 Paul Shepherd for July 1965 90 00
Auge 30 62 Paul Shepherd for August 1965 90 00
Sept, 3 63 M.W.Graham,M.D. medical for Shepherd 50 00
Sept,.29 64 Paul Shepherd for Sept. 1965 00
• Oct .. 11 65 D .. T,.Corwin, M.De medical for Paul Shepherd
Oct. 28 65 Paul Shepherd for Oct. 1965 00
Nov. 29 67 Paul Shepherd for Nov .. 1965 00
Dec. 29 68 Paul Shepherd £or Dec. 1965 00
1966
Jan .. 28 69 Paul Shepherd for Jan. 1966 00
Feb., 28 70 Paul Shepherd for Febe 1966 00
Mar .. 25 71 Paul Shepherd for Mar. 1966 00
Apr. 27 72 Paul Shepherd for Apr. 1966 00
May 27 73 Paul. Shepherd for May 1966 00
June 28 74 Paul Shepherd for June 1966 00
July 27 75 Paul Shepherd for July 1966 90 00
Aug., 29 76 Paul Shepherd for August, 1966 00 I
Sept.29 77 Paul Shepherd for Septe 1966 00
Octe 29 78 Paul Shepherd for Oct. 1966 00
Nov .. 29 79 Paul Shepherd for Nov., 1966 00
Dec. 29 80 Paul Shepherd for Dec. 1966 90 00
1967
Jan. 31 81 Paul Shepherd for Jan. 1967 90 , 00
Feb. 24 82 Paul Shepherd for Feb. 1967 90 , 00
Mar. 29 83 Paul Shepherd for Mar. 1967 90 , 00
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Credits co 't -No of
AmounJ Date Vou her Payee Remarks
------
1967 --
Apr. 28 84 Paul Shepherd for Apr. 1967 90. 00
May 29 85 Paul Shepherd for May 1967 90. 00
June 19 86 B~ E., York premium on bond 50,.,00
9o.loo June 27 87 Paul Shepherd for June 1967
9o.loo July 29 88 Paul Shepherd for July 1967
Aug. 30 89 Paul Shepherd for Aug, 1967 90. 00
Sept.26 90 Paul Shepherd for Sept .. 1967 90. 00
Oct@ 27 91 Paul Shepherd for Oct., 1967 68 .. 00
7,665.133
1961 through 1967-92 Service charges & De M .. on checks-Pittse
National Bank 39 .. 14
1968 --
Jan. ~2-93 Washington Hospital services for Shepherd 462., 20
Jan~ ~~ 94 Paul Lucas Guardian fee 444.,35
Jan. 9-l-95 Adam L. Sanders attorneys fee 220. 00
Jan. '-"" 96 Russell Marino, Reg. filing account 12. 00
Total credits claimed------------$8,843 .. 02
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Estate of: ) IN THE ORPHANS' COURT OF
Paul u. Shepherd, ) WASHINGTON COUNTY, PENNSYLVANIA
an Incompetent ) No. __ , ______ of 1968, o. c.
DECLARATION AND REQUEST FOR CONFIRMA-
TION OF ACCOUNT.
I, the undersigned, Paul ~. Shepherd, do hereby certify
that I have ex~±ned the account of Paul Lucas, my Guardian, and
I am satisfied therewith, and request its confirmation by the
Court.
I further certify that I am a citizen of the United States
of America.
WITNESS my hand and seal this d-?3?-day of January, 1968.
I;
(SEAl )
,---------------------------------------~--~--------------------~--------------------------,
Bo. 9 of 1961 o. e.
STATE OF PEN~SYLVANIA, ~
SS:
COUNTY OF WASHINGTON,
. . ~,
Personally appeared ~efore ll).e the. undersigned authority .
....................................................................... P.aJll. .... lAI~.att ................................. : .......................................................................................................................... . ' ' ' . ~ ' ; .. ' • • • . J
guardian of th~ estate of... ..... bul. ... V.~; .... Sh~.Ph§.N., ..... fm ... .ino.ou.o..tent .......................................................................... . ~ I ' . ~ ! ~ 7 ,. ; i ' . ' '
·····················~ ·········-'.······--:· ·: •• ········; .. ·:··· .. ···· ....... ··•··.·· ····r····· .. ;; .. ····~····· ............ ;···.· .. ~!· ••••••••• ·~····· .... 4 ...... ., .................... ~··········--·.······ •••••.•• .,. •••.•••••• ~ .......... _ •••• ·~·· ••••••• ···~· ................... ,,
lCDia , , who being duly sworn, deposes. and. says that the following is 'a· true and. correct Inventory· and State-
~ent of the personal. and real_ property V\;hich are of the estate of the. above named i'l\b&. ~ncompeteJ,lt•
; . . ' 't . ' ' ' . < • ' •
. Sworn artd>subscrihed before me this ). ·.
~ ... day oLF.ifb&a1'J': ... :.: .......... ;. 19.: .. 61. . • ,.. ~ . )' . J:, . . ' -~-. . . . .. ' . }'4~~:<:::~·
·-··~----'.
~ ' • I 0 ' ' ...... ........ . .. .. -· ..... ,._;,:_.,~.) ·-. . .................. .
J
~shington Coontf, e~ Dollars Cents
. of the Es.tata of · ftiaPIT 'K.. .:robn. .a.
r--------+---------
·ts.soo 93
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~~~--~·o~,~------~--~:~1 ~--1~------~--~---------------·~~_, ____ ~'~·'----------------------------------------:~r-------~----------
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I .. , Iii----1----
~~--------~r-----------~----'~~~~~--------------------------~
... NOTE--If real estate, give street and number, Ward of ·City, Borough or Township, and
County, and reference to Deed, ~ortgage, Volume and Page.
If cash in lbank, give name of same. ·
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No: ................. ~ ........ Qf. ........................................... , 19 .. 9.1 .... 0. C •
In Re Estate
·of
.......... P.~.Y.l .. J!..r ...... §b.~.P.P...~.r.Q. ......................... ~ ........... _ .... .
.................................. An .... lnC.Om.Il~.t§JJ.t ............ ; .......... .
GUARDIAN'S
INVENTORY AND
STATEMENT
S111~\ .:10 B3J.S\D3B ONI~f\,'1~~ 1T3SS!YI:l
Fee $ .... gf;, ... : ... S ...... :.:1.. C i. t\C:V ~: ·~·~
.JiliJUDI.
Filed .......................... R .. ::;t ... :Jrt··:::~ ............ , 19 .......... .. u ~i~~~
..................... Aa.am. .... L .•.... Sande.r.s ................................. .
Attorney.
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llu tqr ®rpqau.&9 ClLnurt nf lht.&qiugtnn ClLnuuty
In the matter of the Audit of Account in
Estate of Paul (V.) L. Shepherd I No. 189 , of , 19__6.8,, .D!i\X
An Incompetent
TO THE AUDITING JUDGE:
Enter my appearance for Guardian, Paul Lucas
0 da~1 £. ;fq.~1CJit4
~ . -----.
r)..J ..of-day of '?'Y\ ~'-, 19_Qli_
N. B.-Counsel shall, by separate paper, present a concise statement of each
claim, with supporting calculation of any interest claimed. Objections
to an account as filed, shall be concisely stated in a separate paper.
Council suggesting proper distribution shall file a separate concise state-
ment in that regard.
)
.-\aUJOlfV
.~LED
RUSSElL l·1ARINO REGISTE-R OF Vi\LLS
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-adwoour us 'pdaqdaqs ·~ (•A)
tnacr JO utq:pOianu 'saotvi tnacr
aJunJnartrtv lOJ artpanJ!I
.11anv ·
~ua~adwoour uv
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-------~------------~--~--~ ---~-~--------~-~-------~---~~---:--~~---~-........ ---------=!'-·!'L : : . ..:.:::. . --. . ...,. ...
o II..., ... -
Form for Guardian or Trustee
Jrtitiun ~ur i\u~it
1Ju Wq:r ®rpqau,a~ Qlnurt nf llas~ingtnu Olnunty
Estate of ......... ?..~~~ .... .CY.J. .. ~.~ ..... ~h~P.l~M~P-.9 ........................ . Filed at No ......... l.a9. .................. of 1~ .... 6.8
............................................................................................ t•·············· .. ········ .. ······· Fiduciary .............. .P..aul .... L:u.c..a.s . .,. .. .JJ.u.ar..dian ................. .
For ....... r..~~~ .... ~.Y9..~.~ . .t •••• 9:MJ~r..9J.gP.: ... .9.f. ............................ .
........ r..g:gJ ... J.v..~.J. ... ~.f. ...• ~h.~.P..h.~.r..9 .......................................... .
UU-incompetent-X«~
Place of record O
of appointment... ....... :N9. ..•..... 9. .... 9..f. .... l.9..6.l ............... Q ..•................
Date of trust
or guardianship ........... J..an, ..... 2.7.., .... .l9..6l ............................... .
If there have been former accounts
filed in this estate, list:
None
Reason for filing this account. ..... F.un.ds .... i.n. ... G.u.ar..di.an.ts .... ha.nds .... .ar..e .... depl.at.ed ..................................................... .
All persons having any interest, vested or contingent (including claimants) , in the fund now before the Court,
with the nature of their interests are:
Paul (V.) L. Shepherd, the incompetent
All of said parties have received notice as required by the Court Rules except as follows:
No exceptions-Incompetent given copy of-account filed and signed
Request for Confirmation of Account, as filed
The fund now before the Court is subject to the following taxes:
None
Set forth any legal problems requiring adjudication by the Court or difficulties that must be met in distribution:
None-the balance for distribution, cash in amount of $44.24, should
cover Audit Costs and Guardian should be directed to pay any balance to
Paul Shepherd.
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Balance for distribution per account,
Additional debits not shown in account:
(Indicate whether income or principal)
none
Additional credits not shown in account:
(Indicate whether income or principal)
Principal $ ... .44 .... 24 .................................... ..
Income $ ........ Q., .. QQ ...................................... .
Total additional debits $ ........... 0 .... 00 .................................. ..
Helen Beveridge-notary fee .75
Total additional credits $ ................. ':/.$. .................................. .
Balance for distribution Principal $ .................. 4J .. 4~ ...................... ..
Income $ ...................... 0 .•. 00 ...................... ..
Total · $ .................. 4;3 .•. 49 ...................... ..
If the balance for distribution is not in cash, list items held in kind with carrying value designated, and if this is
a distribution account, file elections to take in kind for all items so listed:
All cash
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Set forth accountants suggestion as to manner and form of distribution to be made, awards to be stated in pro-
portions unless specific amounts or items are designated by instrument under which estate is being distributed:
The balance, all cash, should be awarded to Paul(V.) L. Shepherd.
COUNTY OF WASHINGTON,
COMMONWEALTH OF PENNSYLVANIA, } ss
The above named Fiduciary or representative thereof,
being duly ........ s.:wor.n .......... doth depose and say that the
facts set forth in the foregoing petition are true to the
best of ............ .his ............. knowledge and belief. ·
...... Sw.orn ........... to and subscribed before me
This ...... f:L:;t." ..... day ol.~]
Signature of Officer .. ~~~.~~ .. ;..(.C..L/.~r--t:'~······················· .. ···················· .. ························· .. ········································
-
Title of Officer ...................... No.ts.r.:y. ... P.ubll.c. ........... : ......... .
Office expires .......... Mar.c.ii ... 26.~ .... .19.7.1 ................................ :
Washington, Washington County, Penna.
Jrtttion ~ur Au~it
IN THE
ORPI-IANS' COURT
OF WASHINGTON COUNTY
FORM USED FOR GUARDIAN-INCOMPETENTS
-OR TRUSTEES
No ...... l.8.9 ............. of 19tSc.68 ..
EST ATE OF ....... .P.aul.. .... (.V. .• ..) ..... L ........ Sha.phar..d 1
......................................... ::: ......... .An~:.Inc.ompa.t.ant ................ .
FOR ........ P.aul .... Luc.as .. , .. : .. G.uar..di.an. ..................... ..
............................ liiiildi~-······"""'''"'''""""'''"
Counsel for the accountant shall submit herewith the
following, if pertinent:
1. Will or trust instrument-attested.
2. Inventory.
3. Signed electfo!llA .0£l He'i:it£·ltblfie taken in kind-
if distribut:\9!:ll g6¢9juit:u s s n lJ
4. Stipulation or certificate by minor approving
account.
5. Praeci]?e .for-thiDse re:p:r;esented·.•·l :-,r "·~
B ·lr';.•r·" ~>; ·"'"'•rl'""-'j · d' 6. ne· -or any question o aw ra1se .
............ J.dam. ... L .. s.and.e!e.a., ....................................... .. EJ
-~·~ ... ,,_L J
... _ ,_..:; l Counsel for accountant.
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IN THE ORPHANS' COORT OF WASHINGTON COUNTY, PENNSYLVANIA
Estate of:
Paul v. Shepherd,
An Incompetent
) . .
) No. 189 of 1968 . .
)
PAY l'RANS~IPT
I, Paul v. Shepherd, do hereby on the date set forth below,
acknowledge to have received from Paul Lucas, Guardian, the amount
set forth below, being the balance in distribution due me,
awarded by the Decree of Distribution of the Orphans' Court of
Washington County, Penna., dated April 8, 1968.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this
J?~day of April, 1968.
Paul v. Shepherd, balance
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