HomeMy WebLinkAboutOC1968-0320 - ESTATE OF BOOKER~I!
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OF THE ESTATE OF
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ELIZABETH BOOKER,
IN THE MATTER
ACCOUNTING STATEMENT
~..3~O -I'?fT
An Incompetent
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WESTERN PENNSYLVANIA
NATIONAL BANK,GUARDIAN
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P.0.Naly Co.,425 Fourth Avenue,Pittsburgh,P8.15219
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ACCOUNTING STATEMENT
WESTERN PENNSYLVANIA NATIONAL BANK,GUARDIAN
ESTATE OF ELIZABETH BOOKER,INCOMPET~NT
January 30,1968
SUMMARY
SCHEDULE A
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PRINCIPAL-PERSONALTY
Receipts
Disbursements
Receipts
Disbursements
Pages 1 - 2
Pages 2 - 3
Balance
SCHEDULE B
INCOME-PERSONALTY
Page 3
Page 3
Balance
SCHEDULE C
$28,633.50
4 375.97
1,394.99
53.07
$24,257.
1,341.
/
Receipts
Disbursements
Receipts
Disbursements
PRINCIPAL-REALTY
Page 4
Page 4
Balance
SCHEDULE D
INCOME-REALTY
Page 5
Page 5
Balance
Net Balance
31,382.;'.60
-0-
150.00
68.95
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3 1,382.60 i!
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:1I,81.051,,
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$57,063.1'10 I!,I=========~==1I,:
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Estate of Elizabeth Booker,Incompetent
The Balance Consists of the Following:-
Principal-Personalty
8 shares Studebaker Corporation
@ 63.1875 $505 50
Will of Elizabeth Booker 1 00
$23,000.00 Western Pennsylvania National
Bank,Certificate of Deposit 5%due 9/7/68 23,000 00
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65 shares United Accumulative Fund 1 00
Prudential Insurance Company
Policy No.40212225 1 00
Policy No.65183361 1 00 I
$5,000.00 United states of America Treasury
Bills due 5/2/68 @ 97.45 4,872 ·50
II$31,000.00 United states of America
Treasury Bills due 4/4/68 @ 98.8359722 30.642 52
$59,024 t52 ,
Amount due accountant for expenses paid -1,961 42 I
$57,063 10
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Estate of Elizabeth Booker,Incompetent
SCHEDULE A II
PRINCIPAL-PERSONALTY
RECEIPTS
Social Security benefits received
to April 1967 $204.40
8/4/67 8 shares Studebaker Corporation @ 63.1875 505.50
Cash received 10/30/67 in 1 for 5
stock split 8.00 iII8/4/67 Will of Elizabeth Booker l-00
8/28/67 Sale of Household goods 305.50 II
!
9/6/67 Western Pennsylvania National Bank l'
Savings Account #5155 in the
California Office 27,606.10 I
10/9/67 65 shares united Accumulative Fund 1.00
10/24/67 Prudential Insurance Company,Policy I#40212225 1.00 I I
10/24/67 Poicy #65183361 1.00 I
$28,633.50 II
Assets Purchased
9/7/67 $23,000.00 Western Pennsylvania National
Bank,Certificate of Deposit 5%due
9/7/68 $23,000.00
9/12/67 $5,000.00 United States of America
Treasury Bills due 11/2/67 @ 99.336555 4,966.83
11/2/67 $5,000.00 United States of America
Treasury Bills due 5/2/68 @ 97.45 4';872.50
1/11/68 $31,000.00 united States of America
521TreasuryBillsdue4/4/68 @ 98.8359722 30.642.
II63,48l.85
I ICashdisbursedtopurchasetheaboveassets63,48l.85
-0-
Amount forward $28,633.50
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Estate of Elizabeth Booker,Incompetent
Amount forward $28,633.50
11/2/67
9/12/67
Conversion of Assets without Gain Or Loss
Proceeds,maturity $5,000.00 United States
of America Treasury Bills due 11/2/67
Investment value
DISBURSEMENTS
Administration Expenses
$4,966.83
4,966.83
-0-
$28,633.50
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7/25/67
8/23/67
8/30/67
9/6/67
9/8/67
9/14/67
12/8/67
12/8/67
1/3/68
1/3/68
Washington County Tax -119 Third Street $46.55
Donald R.Broadwater,Tax Collector
1967 Luzerne Township school,city,
sewer,fire hydrant and lighting taxes
on 1120 High Street 226.67
Adam W.Koncik,Tax Collector
1967 California Boro tax $51.45
School tax for Third Street 188.65 240.10
Josephine M.Douglas
Three certified copies of appointment
of Guardian 4.50
Florence Dasta
Copy of testimony at Guardian hearing 31.50
Beaver County Insurance Agency,Incorporated
Three year premium due 8/24/67 of
Continental Policy #FDP184642 covering
1120 High Street 62.00
William Killius
Expenses incurred in readying property
at 119 Third Street for sale 247.35
Bonnie Maund
Expenses incurred in readying property
at 119 Third Street for sale 288.00
Joseph E.Downey,M.D.
Testimony at competency hearing 100.00
Oliver N.Hormell,Esquire
Professional services rendered 1,897.50 $
Amount forward
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3,144.17
3,144.17
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Estate of
Other Expenses
Elizabeth Booker,Incompetent
Amount forward
,.
$3,144.7
12/18/67 Angelo Cole and Son
New furnace motor for 119 Third Street,
California,Pennsylvania
1/3/68 Commonwealth of Pennsylvania
Maintenance to 11/30/67
SCHEDULE B
INCOME-PERSONALTY
$60.00
1,171.80 1,231.80
$4,375.97
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RECEIPTS
Social Security Payments
8/8/67 -1/5/68
western Pennsylvania National Bank
California Office
Interest on Savings Account paid 6/30/67
$5,000.00 United States of America
Treasury Bills due 11/2/67
9/12/67 -11/2/67
United Accumulative Fund,Incorporated
Dividend on shares paid 12/28/67
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$715.40
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552.12
33.17
92.30
9/8/67
9/22/67
Studebaker Corporation,Common
8 shares paid 12/29/67
DISBURSEMENTS
Novak Television
Balance due on account
Federal Insurance Company
Surety bond for CTF 55583
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$
2.00
17 85
35 22
$53.07
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Estate of Elizabeth Booker,Incompetent
SCHEDULE C
PRINCIPAL-REALTY
RECEIPTS
12/28/67 Proceeds,sale property 119 Third Street,
California,Pennsylvania to John
Lawaski,et ux $20,000.00
Less
Proceeds,sale property 1120 High Street,
Brownsville,Pennsylvania to Leonard
Golembiewski,et ux
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$18,478.00 II
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I1,522.00
$14,000.00
25.00
22.00
200.00
1,250.00
$25.00
Net Proceeds
C.&C.Real Estate Agency
Appraisal fee
G.W.Wood &Son
Appraisal fee
Federal Revenue Stamps
State Transfer Tax
Western Pennsylvania National
Bank -Appraisal fee $50.00
Real Estate fee
(6%)1,200.00
12/28/67
Less
C.&C.Real Estate Agency
Appraisal fee $
G.W.Wood &Son
Appraisal fee
Federal Revenue Stamps
State Transfer Tax
Western Pennsylvania National
Bank -Appraisal fee $50.00
Real Estate fee
(6%)840.00
25.00
25.00
15.40
140.00
890.00 1.095.40
Net Proceeds 12.904.60
$31,382.60
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DISBURSEMENTS
None
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Estate of Elizabeth Booker,Incompetent
SCHEDULE D
INCOME-REALTY
RECEIPTS
Rent -Eleanor Golembiewski
on 1120 High Street $150.PO
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I IDISBURSEMENTS
west Penn Power Company
Light service for 119 Third Street I7/31/67 -11/30/67 $22.38
Columbia Gas Company
Gas service for 119 Third Street
311578/1/67 -11/30/67
8/4/67 Charles Pascoe
Hauling garbage from 119 Third Street 15.00 I I
$68.95 I============1
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Estate of Elizabeth Booker,Incompetent
COMMONWEALTH OF PENNSYLVANIA
:SS
COUNTY OF ALLEGHENY
Theresa Lelak,Trust Administrator,We3tern Penr.sy vania
National Bank,being duly sworn according to aw deposEs nd says
that the disbursements shown in the account h3.ve been nad to the
parties entitled thereto and that the account as statec i true
and correct as she verily believes.
WESTERN PENNS a..VANIA Nl!TI<NAL BANK
GUARDIAN I
1968.
Theresa Lelak Trust Ac~i istrator
Sworn and subscribed before me this ~4 day of Q....A/J,tA
iV tf '1
ublic
IN THE ORPHANS'COURT OF WASHINGTON COUNTY,
PENNSYLVANIA
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IN RE:
ESTATE OF
ELIZABETH BOOKER,
~an incompetent.
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ioI-~BEFORE:xIII<~
t-"~APPEARANCES:Iiio
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)No.320 of 1968
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HEARING ON AUDIT
THE HONORA BLE P.VINCENT MARINO,
President Judge of the said Court.
OLIVER N.HORMELL,ESQ.,of California,
Penna.,representing the Accountant.
Monday,May 20,1968,at 1:30 o'clock P.M.,
EDST.
MR.HORMELL:
Booker.
THE COURT:
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Number 320 of 1968,the estate of Elizabeth
Mr.Hormell,she isn't deceased yet,is she?
No,she isn't,Your Honor.
What's the purpose for this?
MR.HORMELL:This is an accounting filed by Western Pennsyl-
vania National Bank,an accounting of the assets accumulated only
by the trustee.I was going to give you an explanation for this
before we got into it.
(At the direction of the Court,off-the-record discussion was not
recorded by the stenographer).
THE COURT:At the request of counsel.the audit of this
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account will be continued indefinitely until the Court has rendered
an opinion in the matter of certain assets..the title to which have
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been disputed between this incompetent and the estate of the
incompetent Thomas C.Booker.After the Court has rendered
a decision on the title to various assets that have been disputed.
we will entertain the Audit Petition that is presented here today.
(A UDIT CONTINUED )
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oJ~I hereby certify that the proceedings and evidence are contained
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:Ji fully and accurately in the notes taken by me on the hearing of the above
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!Ii cause,and that this copy is a correct transcript of the same.
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~The foregoing record of the proceedings upon the hearing of the
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above cause is hereby approved and dire,cted to be filed.
P.J.I
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THE COURT OF CO~MON PLEAS OF WASHINGTON COUNTY,
PENNSYLVANIA -ORPHANS'COURT DIVISION
IN RE:)
)No.46 of 1967
ESTATE OF )No.434 of 1967 O.C.
)No.671 of 1967
ELIZaBETH BOOKER.,)No.93 of 1968
)No.320 of 1968
an incompetent,(now deceased).)No.93'of 1969
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IIII A PETITION TO RELEASE FUNDS FROM COURT RESTRICTIONS
IIII AND PERMIT EXECUTRIX TO PROCEED IN THE ADMINISTRATION
II OF DECEDENT'S ESTATE
IIII The Petition of Virginia Miller,by her attorney,OLIVER N.
II
11 HOIU<IELL,Esquire,respectfully represents:
IIIIil 1.Virginia Miller,of 212 Garland Drive,Carlisle,
'IIIII Pennsylvania,(Cumberland County),qualified as the Executrix of
IIII the Estate of Elizabeth Booker~d2ceased,and letters testamen-
I'tary were issued to her by the Register of Wills o~Washingt'on
i,County,on February 3,1969.
OLIVER N.
static copy of her Last Will and Testament.
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hereto,made a part hereof,and marked Exhibit HAlt is a photo-.
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I3.At No.434 of 1967,O.C.,your Honorable Court appointed
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2.Elizabeth Booker,formerly of 119 Third Street,Ca1ifor-
hearing held on December 28,1967,by Decree dated January 3,
1968.On May 1,1968,your Honorable Court conducted a hearing
a guardian for the Estate of Thomas Cecil Booker,as a result of
while a patient at Torrance State Hospital.Her will was dated
at No.46 of 1967,O.C.,and died testate on December 24,1968,
April 21,1960,and was probated on February 3,1969.Attached
nla,lvashington County,Pennsylvania,was an adjudged incompetent,
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IilHORMELL'I;
ATTORNEY AT LAW bII
423 THIRD STREET "
CALIFORNIA,PENNA.1:
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on a Petition for instructions by the guardian of the Estate of
Thomas Cecil Booker,then adjudicated an inco~petent in order to
determine title or ownership to certain bank accounts and other
items in the Estate of Thomas Cecil Booker and to determine
whether they were the property of Thomas Cecil Booker,or
Elizabeth Booker,or both.
"4.At No.671 of 1967,your Honorable Court permitted Fred
Killius to intervene in the hearing at No.434 of 1967,recited
aforesaid.
down
5.On October 22,1970,your Honorable Court handed/an
adjudication wherein the title to the assets herein above men-
tioned was determined and no party to the Estate has taken
exception to said adjudication.
6.On December 1,1969,at No.93 of 1969,and No.46 of
1967,your Petitioner presented a petition to your Honorable
Court to transfer funds into the Estate of a deceased incompe-
tent.Pursuant to said Court Order,the funds in the possession
of Western P~nnsylvania National Bank,guardian of the Estate of
Elizabeth Booker,were transferred to Virginia Miller in the
amount of $55,856.96 and the said Virginia Miller was directed
to invest said amount in legal investments but that she was to
make no expenditures from said funds without authorization from
the Court.
7.The adjudication as to the assets having been m~de by
your Honorable Court as aforesaid on October 22,1970,and
title.to the assets having been adjudicated,your Petitioner
now desires to pay over to the guardian of the Estate of Thomas
Cecil Booker those assets to w'hich said guardian is entitled by
virtue of said adjudication,and further desires to proceed with
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the administration of the Estate by the filing of the necessary
inventories,payment of,bills,filing of accounts,and Petition
for Audit in the Estate of Elizabeth Booker.
8.At No.93 of 1969,the Western Pennsylvania National Bank
guardian of the Estate of Elizabeth Booker,filed an account
and presented a Petition for Audit of the same indicating the
aforesaid balance in the ::.amount of $55,856.96.Attached hereto
made a part hereof,and'marked Exhibit lTBlT is a photostatic
copy of the petition for audit referred to.
9.Under the terms of the Order and Decree of your Honorable
Court of December 1,1969,your Petitioner has no power to pay
to the guardian of Thomas Cecil Booker the funds due him,pur-
suant to the adjudication of your Honorable Court on October 22,
1970,nor does your Petitioner have power to proceed with the
administration of the Estate of Elizabeth Booker,deceased,
to a final conclusion.
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WHEREFORE,your Petitioner respectfully prays your Honorable
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Court to make an Order and Decree permitting your petitioner to I
pay to the Pittsburgh National Bank those assets in your Peti-'I
tioners possession which belong to Thomas Cecil Booker,an in-
competent,pursuant to the adjudication of your Honorable Court,
and that your petitioner be released from the restriction that
she shall make no expenditures from the funds of Elizabeth
Booker,deceased.
Oliver N.ormell,Esquire
Attorney for Petitioner
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COlv[MOIDfEALTH OF PENNSYLVANIA
COUNTY OF WASHINGTON
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Before me a Notary Public,the undersigned officer,in and
for the County and Commonwealth aforesaid,personally appeared
OLIVER N.HORMELL,Esquire,who,being duly sworn according to
law,deposes and says that the facts set forth in the foregoing
PETITION TO RELEASE FUNDS FROM COURT RESTRICTION AND PERMIT
EXECUTRIX TO PROCEED IN THE ADMINISTRATION OF DECED~~TTS ESTATE,
are true and correct to the best of his knowledge,information
and belief.
i~-~~(se~l)
'Oliver NO'Ormell,Esquire I
S"'ivorn and subscribed to
before me this~'~day
,1971.
<.
Notary Public
My Commission Expires:
MA!1IEM ~1.i~E!L.j'JJ:ary Pub!i~'
CAucCi'\iA.W!1SHI~JGTON co.,PA.
My Commission expires JUly 14,1973
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IN THE COURT OF COMMON PLEA.S OF WASHINGTON COUNTY,
PENNSYLVANIA -ORPaA.i~S'COURT DIVISION
IN RE:)
)No.46 of 1967
ESTATE OF )No.434 of 1957 O.C.
)No.671 of 1967
ELIZ~BETH BOOKER,)No.93 of 1968
)No.320 of 1968
an incompetent,(now deceased)•)No.93 otjl969
JOINDER
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OLIVER N.
HORMELL
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Pittsburgh National Bank,guardian of the Estate of Thomas
Cecil Booker,hereby joins in the Petition herewith filed,joins
in the prayer thereof,and consents to an ORDER and DECREE
releasing the funds to Virginia MilBr to proceed ~o a completion
in the administration of the Estate of Elizabeth Booker,deceased.
By:
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ATTORNEV AT LAW °i
423 THIRD STREET II
CALIFORNIA.PENNA.,j
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I,Elizabeth Booker ot the Borough ot CallforniQ~Wa8h1ngtan
',County,Pennsylvania,being or Bound mind,memory and undQrstan41Dg,
:do hereby make,publ13h end declare this to be my laot \fl11 o.nd
testament,hereby revoking and making void all former vilIs b7 De
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at any time heretofore made.I'
1.I direct that all my just debts and funeral expenses be tul1r
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paid and satisfied as soon as can be done conveniently after rJf1 I
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, .decease.
2.I .give,devise and bequeath to my son,Thomas C.Booker,my ..".
.~ouse and lot,where I now reside,situate on the southerly 8ide or.I
Third Street in the Borough of California,Washington County,Ponn-I
sjlvania,and all contents,including household goods and turn1~...1
I· .'.3.I.giva,deviae and bequeath all the reot,residuo and remain-
"
dar of my 8state,both real and person~l,vhore80everaltuate,1n
.:equal ahares,to my Bon,Thomas C.Booker,and my daughter,Virginia·.
Miller.
4.I do hereby name,con~titute and appoint my two abovonEDOd
children_Thomas C.Booker and Virginia Miller,to be E.%eeutor and.
Executrix of this my last will and testamentjand I direct that
they serve without bond,each being hereby excused trom filing
·bond.I
In Witness Whereof,I,Ellzabeth Booker,th8 Te8tatrix abovGnaaed,
have hereunto subscribed my name and affixed my seal on this ~
'day or April,in.the year of our Lord Orie thou8an~nine hundred
and 8ixty (1960).
~~e~(SKAL).I·
Signed,sealed,published and declared by the abovenamed ...'"'
Elizabeth Booker as and for her last will and testament,in tho
presence of us,who have hereto subscribed our names at hor ro-
ques':i3 witnese8e i:.hereto in tho presence of said rreotatrix,and·.
,.
of each othe r.et:eL ~NJ!?a"1L'J.,J
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.In m~r,.
~r1tttvr~ar Auoit
®rp~attE·'(1JOUt.t ,of ftIJuaI1tngtnn'alounty I
"".,1 _--.__.__••••___."'<".':".mlllOl'-lAoo:npulrol.-llfe tenant
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...""..'an Incompetent
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Date of tnu;t
Of g'J:lft'.liwship .J'1-n~16 &12Ql._
~i L~ore h~ve br.:en fanner KcounU
tllid in this estAte,list:
I;"led N 93 f n1at,0 •••_•.•__•....0 196'f-
Fiduciary_~'E.~.!.~.!'E._.~~~~~I.!.!..~~ia.~~tio~Bank,Cuardian_._--..__-_.__..__..__.-._------
Place o~record N 46 f 19ofappomtment...._....2.:....__._Q.__.......§J)0 tko-__
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n~'lQfS f~fi1,ing thi,acccunL..'Lq,...!.r..~;n.~,f~r..._~.~.~~.!.§._..fI.Q~....tji~L.§§.1:ji t ~J~f..J!l~J~~~h...B~,
"','~Inco1r1petcnt to the Estate of Elizabeth Booker,deceased.
:'."'.A:ll penons having any inte'ft!rt,vested or contingent (including claimant!),in the fund now before the Court,
, ..'with the tlA~fi their interests &Ie:
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Virginia Miller,a daughter
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Pittsburgh National Bank,Guardian
,of Tholnas C.Booker,ari Inc omp etent , a son
T~fund DOW before the Court is subject to the following taxe:'l:
None
Set fGlth any !egal prOOl~m!l requiring adjudication by the ~ourt or difficulties that must be met in distributiom
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$---Total Additional debits
130 sharesUnitsd Accumulative Fund
(130 sha.res United Accumulative Fund ·.,i·~·';;,
to be distributed in Kind)~_'~f_"<:1-
Two Prudential Insurance Company policies 2 .00 :',.,,:;.,,:~•
Will of Elizabet,h Booker 1.00,,..J
Howe Cemetery Deed 1.00,.;.-'.,.~.':i
Cost filing '-ccount '28..00 >:>.<,:f
Attorney Horme11'8 fee 190 ".22 '.-,.,.f.l
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133...00 .".r..._1"......,f'-..;.
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f.dd~t1ona1credits not shown in .account:<1-r.d~C!.te whether income or pnncipal)
. t
Ati:.'iitk>nal debita Dot shown in account:
(lrilleate whether incot1le or principal)
~.f f.
~l:mce for distribution per flCcOunt,
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Total additionIII credita
~Balsnee for distribution Principal $----..------.--.--..-
Income $-.---.-.-.--....-----
Total
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11 t.\t ba1~ce for distribution is not in cash,list items held in kind with carrying value designated,and if thiI is
a iliatribution account,file eiectlons to take in kind for all items so lis,ted:
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Estate of Eli~abeth Booker,
as per Letters ~estamentary ,
on th~3rd of February,1969,.
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•All funds are to be tr~nsfcrred to the
dec'!a"ed,'n.rginia Mil~cr,"Ex~~··trix,
dated February 3,1969.Will probated
and recorded in Will Book No.107.
Distribution will be made acoording to the Will of Eli~abethBoo~er and the Adjudication and D~cree issued by the Court •
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..COUNTY OF WASHINGTON,
W;~ONWEALTH OF PENNSYLVANIA,
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ORPHANS'COURT
OF WASi4INGTON COUNTY
FORM USED FOR GUARDIAN-·lNCOM.PETENTS
-OR TRUSTE.ES
No.__?.~._.__of 196.~_
ESTATE OF _..·_···_····_···
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mlno..-Iucompet"nt-llfe tenant
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WESTERN PENNSYLVANIA...__..._._.._...._-------_...._._--_._--
NATIONAL BANK,
Guardian
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Counsel fOf'the accountant shull submit herewith the
following,if ~rtinerat:
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1.Will or trust instrument·attested.
2.Inventory.:so Signed electiOtlll of items to be taken ill kind-if dbtributbn eccount.
••Stipulatioll or certificate by millor approvinc
account.
S.Praedpe for those repreaented.
6.llriel-far my queatio-D of lllW r:e.ed.
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IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,
PENNSYLVANIA -ORPHANS'COURT DIVISION
IN RE:
ESTATE OF
ELIZABETH BOOKER,
an incompetent.(now deceased).
)
)No.46 of 1967
)No.434 of 1967.O.C.
)No.671 of 19~7
) N o.93 of 1 968
)No.320 of 1968
).N o.93 of 1969
ORDER AND DECREE
AND NOW.this
_cPtIf;day of'1971.upon consider-
lation of the within Petition,it is hereby ORDERED and DECREED that the res-
.trictions on Virginia Miller.Executrix,that she shall make no expenditures
from the funds transferred to her by the Western Pennsylvania National Bank
are hereby released,and
The account of the Western Pennsylvania National Bank,guardian of
Elizabeth Booker,"an incompetent.is hereby con firmed,and
Virginia Miller.Executrix,shall pay over to the Pittsburgh National Bank
all funds in her possession due to the Estate of Thomas Cecil Booker.an in-
competent.pursuant to the adjudication of this Court.dated October 22.1970.
and
Pittsburgh National Bank is authorized to pay over to the Estate of Thomas
Cecil Booker,Jr.,the balances in Checking ACcount No.3-256714,Savings
Account No.9932 and Savings Account No.9933 of record in their California
Office.and
OLIVER N.
HORMELL
ATTORNEY AT LAW
423 THIRD STREET
CALIFORNIA,PENNA.
66-162-C
Virginia Miller.shall proceed in the administration of the Estate of
Elizabeth Booker,deceased.by filing the necessary inventories.payment of
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legal expenses of the Estate.filing the account.petitioning the Court for an
audit of the account,and a decree of distribution and all such other duties as
may be incumbent upon the Executrix of an Estate to exercise.and
The Order and Decree of this Court dated Decembe.r 1,1969,at No.93
of 1969.and 46 of 1967.is vacated insofar as the sam e is inconsistent with
this ORDER,and the restrictions placed upon Virginia Miller with respect to
the funds by said ORDER and DECREE turned over to her are hereby released.
THE C6URT:
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