HomeMy WebLinkAboutOC1968-0860 - ESTATE OF EVERSOLEFor EAB.O.LD EY.EB.SOLE...
HAROLD EVERSO:JL,E,ANEstateof;.
..
Form for Guardian or Trustee
'rtitinn ~ur 1\ubtt
3111 wl1r OOrpl1a115 ~QIonri of lIa54111gto11 Q1on~ty
860 68 A. A.
Filed at No of 196 .
WESTERN PENNSYLVANIA
Fiduciary ..
NATIONAL BANK,GUARDIAN..
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minor-incompetent-lifetenant
Date of trust February 26 1968orguardianship~..
If there have been former accounts
filed in this estate,list:
..WARD REGAINED COMPETENCYReasonforfilIngthISaccount ..
All persons having any interest,vested or contingent (including claimants),in the fund now before the Court,
with the nature of their interests are:HAROLD EVERSOLE,ENTIRE ESTATE
All of said parties have received notice as required by the Court Rules except as follows:
NO EXCEPTION
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
)
Balance for distribution per account,
Additional debits not shown in account:
(Indicate whether income or principal),.
Income $10.73
Additional credits not shown in account:
(Indicate whether income or principal)
Principal
Income
/
Total additional debits
Total additional credits
$.75.73 .
$.
$~g..~..?~:.....................
$.
Balance for distribution Principal
Income
Total
$..
$§.~..~.46 .8 :..
$.........?..~.~6.........................................
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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:
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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:
ENTIRE BALANCE OF ESTATE TO F~ROLD EVERSOLE
COUNTY OF WASHINGTON,
COMMONWEALTH OF PENNSYLVANIA,~55
And your petitioner will ever pray,etc.
Signature of Officer.....~.. "..
Title of Officer !l~.~.'.1::..!r.:.'.~::.~.:!r....;.~.:r.:-!.J:'i:;'?:~.
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The above named Fiduciary or representative thereof,
being duly §w,9..*-n doth depose and say that the
facts set forth in the foregoing petition are true to the .
~t f h.§.+.knowledge and belief.
WESTERN PENNSYLVANIA NATIONAL BANK. ............to and subscribed before me ~~?/_
ThiS..M.:day 0)~7#~~~~19of..~BY'..J..~~=:::~~~~.~~;~~.~~~.;.
ADMINISTRATOR
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'rUtinn @Jur i\u~it
IN THE
ORPI-IANS'COURT
OF WASHINGTON COUNTY
FORM USED FOR GUARDIAN-INCOMPETENTS
-OR TRUSTEES
860 68 A. A.
No of 196 .
ESTATE OF UA.RQ.L.D.EY.ER.S.QL..E...
...........................................A.N JJ.'f.G.Q.rY.rP.J:;.~.EN.~.
HAROLD EVERSOLEFOR:..
minor-incompetent-life tenant
WESTERN PENNSYLVANIA
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........................NA1..~Jr.A.L.....!.R!ANK.J.~.G.V..A.R.P.IA N·--rr,-t ~LO~0 t-.r.::::!..-
Counsel for the ~c'ibuntantr~~all subinit herewith the
foUow':ing,if pertinent:--r:c:";2;I i l
1.Will or trusttifiSti-ument-attested.r----,I ~u '----"2.Inventory.V)U
S.Signed elections of items to be taken in kind-
if distribution account.........
4.Stipulation or certific.alte by minor approving
account.
5.Praecipe for those represented.
6.Brief-for any question of law raised.
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lJu tQP (@rpQuus·QInurt af lIusQiugtnu arnuuty
In the matter of the Audit of Account in
Estate Of-4cl-a~'--4,,-4J~~"'"
TO THE AUDITING JUDGE:
No.t~D,------¥'-t~FT)-,19M.A.A.
Ent.,~.pp"",.."''''.~~~~/~j~~)..JiI!4.~4.lf,.44aA4'44i~'J.a~44J-~-----
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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.
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RUS2EL 1"iAR1NO
REGIS1Ei Of WILLS
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In the matter of the Fh--s.t..Qfld F.i-ha.]:.
Western Penn'a Natl.BankAccountof.
Guardian
~n tIte OOrpItuns'<t!anrt af lIus4ingtan <!tannty
860No OfESTATEOF
Harold Eversole,an
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ADJUDICATION AND DECREE
And now c••••••••3?.~P.t~mR~.:r II ,19 68.,this matter came on for 'hearing,
audit and distribu1tion 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
$..-.-8.6.46 - -and the account is ace0 rd ing Iy confirmed;and it is ordered,
adjudged and decreed that the said balance be paid out by the Accountant in accordance with the
schedule of distribution hereto attached and made a part hereof,unless exceptions hereto be filed
sec.reg.or an appeal be taken hetefrom sec.leg.
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SCHEDULE OF DISTRIBUTION
Balance per account .$····1$./7.J····
Additional debit asked at audit
Balance _ _
Deduct Cle'rk's Costs &Receipts __.
Attorney Je.r.pme..Hahn ~.
Harold Eversole,balance,cash,
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IN THE ORPHANS I COURT oF'"""WASHINGTON"COUNTY,PENNSYLVANIA
NO.50 OF 1965
ESTA'I'E OF:Hl\ROLD EVERSOLE,1'1.N INCOHPE'rE:N'l'
FIRST l\ND FINAL ACCOUN'I'OF WESTERN PENNSYLVANIA NATIONAL BANK,GUARDIAN
..J
Balance
Receipts page 1
Disbul"sem.ent.s pages 1-2
&~ount transferred to
Income -Personalty
for expenses
75.173 I
I
$
L 429 38
1,505 11$
June 10,1968 .
..---:---.-.-----;o=-----~_=___=_--_=.__'"-~=~ril
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II
IIiIii
II
III
I
$752.00
677.38----
SCHEDULE A
SUMMARY
PRINCIPAL -PERSONALTY
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SCHEDULE B
INCOME -PERSONAL'rY
Receipts page 2
Arnount transferred from
Principal -Personalty
Disbursements pages 2-3
Balance
Net Balance
7,100.39
_--:6:..:..7..:..7,.38 $7~777 77
7,777 77
'l'he Balance consists of the following:
Cash 75 7311=========1
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II
rJII
II
II
II
!I
II
!/II
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Estate of Harold Eversole
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I
0.6
4.38
-
olis,
$1,47
k
$997.10
ove assets 997.10 -0-
nnsyl-
t Fund
112.50
108.12
ennsyl-
t Fund
561.24
540.60 2
ennsy1-
t Fund
351.03
348.38
$1,50
--------------
xpenses Itrip 250.00
lls,
3 00
ces
100 00
k,
250 00
$603.00
RECEIPTS
SCHEDULE A.
PRINCIPAL -PERSONAL1Y
Jerome Hahn,Esquire,legal servi
rendered
Josephine Douglas,Register of Wi
cost filing guardian inventory
DISBURSEMENTS
Western Pennsylvania National Ban
guardian compensation
Amount Forward
Harold Eversole,train fare and e
to Phoenix,Arizona and return
Proceeds,sale 29 units Western P
vania National Bank Common Trus
"A"@ 12.1044
Invesbnent Value
Proceeds,sale 9 units Western Pe
vania National Bank Common Trus
"A"@ l2.4997
Investment Value
Cash disbursed to purchase the ab
Assets Purchased
Gain on Sale of Assets--------
Western Pennsylvania National Ban
Common Trust Fund "A"
83 units @ 12.0133
Proceeds,sale 45 units Western P
vania National Bank Common Trus
"A"@ 12.4720
'Investment Value
T
Veterans A.c1ministration,Indianap
Indiana,proceeds of disability
payments 8/8/64·-7/1/65
5/23/67
4/19/68
12/1/66
4/19/68
3/1/68
12/1/66
7/21/65
12/1/66
9/1/67
6/1/67
12/1/66 ,
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6/10/68
6/10/68
6/10/68
Estate of Harold Eversole
1\mm.mt Forward
Owen D.Benton,N.D.,court testimony
Jerome Hahn,Esquire,court costs
Jerome Hahn,Esquire,audit costs
knount transferred to income for payment
of expenses
SCHEDULE B
INCOME -PERSONAIJTY
RECEIPTS
L 603.00
100.00
19.00
30.00
II
IIIi
II
I
752 ooli
II
677 3811
$1,429 3811
$7 , 777 .7711========i===11
I
I II
___.._39 .96~1
$7,100.391i
II,!:677.3811
8/12/65
11/12/65 I
Treasurer of United States Veterans
Administration compensation
8/2/65-6/4/68
Allowance while attending school in
Washington,Pennsylvania
Western Pennsylvania National Bank
Common Trust Fund "A"distribution
83 units paid 3/1/67-6/1/67
74 units paid 9/1/67
29 units paid 12/1/67-3/1/68
Amount transferred from Principal -
Personalty
DISBURSEMENTS
Luther Eversole,care and maintenance for
Harold 3/1/65-6/30/65
Harold Eversole,remittance for personal
expenses 6/11/65-4/2/68
Martha Jackson,maintenance and support
of Harold 8/1/65-2/15/66
Jerome Hahn,Esquire,preparation and
presentation of petition and cost
filing petition
$22.18
9.78
8.00
300.00
I
4,809.001
475.00
53.50
$6,977.93i!!
I
82.501
Amount Forward
-2-
$5,637.50
1/26/66
4/11/66
I 4/21/66
6/10/66
1/16/67
2/27/68
4/5/68
4/5/68
5/14/68
6/10/68
Estate of Harold Eversole
Amount Forward
Veterans Administration,annual premium on
NSLI Policy 1/5/66-2/6/68
Harold Eversole,travel expenses to
Phoenix,Arizona
Mr.&Mrs.John E.Thomas,two weeks
room &board and re-payment of small
loan
Jerome Hahn,Esquire,professional
services rendered and cost incurred in
preparation and presentation of petition
for allowance
Mr.&Mrs.John E.Thomas,monthly
remittances 5/5/66-9/2/66
Jerome Hahn,Esquire,preparation and
presentation of court order for
allowance
Harold Eversole,Christmas allowance
12/9/65 $100.00
12/2/66 100.00
Harold Eversole,vacation allowance
western Pennsylvania National Bank
compensation for filing Veterans
Administration report
Jerome Hahn,Esquire,partial reimbursement
for professional services rendered
Owen D.Benton,M.D.,psychiatric
examination
Western Pennsylvania National Bank,
income compensation
Harold Eversole,special allowance
Western Pennsylvania National Bank,
additional income compensation
-3-
$5,637 50
92 64
250.0C
l30.0C
22.5C
I
360.0C
17.5C
200.0C
250 00
15 00
150 00
462 83
135.0C
19.8C
I
II'I
$7.777 7711
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Estate of Harold Eversole
COUNTY OF ALLEGHENY
Theresa Lelak,Guardianship Administra or,Weste n Pennsylva_ia
National Bank being duly sworn according to law depos s and says
that the disbursements shown in the account have been m de to the
parties entitled thereto and that the accou t as
and correct as she verily believes.
WESTERN PENNSYLV NIA
is true
BANK,
Theresa Lelak,-uardians ip
Adminis rator
Sworn and subscribed before me this
1968.
WESTERN PENNSYLV1NIA BANK,
e deter~i~~.b,Y the Istributtr{~I;;be Offered
I 1
I
uardianshjip
Admin~st ator
REQUEST FOR DISTRIBUTION
Accountant requests that distribution
in evidence at the audit of this account.
Court in accordance with the Petition for D
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No __.~.Q of 192.?.
'I"---
:l
'r t.ESTATE OF
HAROLD EVERSOLE,
AN INCOMPETENT
I
First and Final Account of
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1,
WESTERN PENNSYLVANIA
NATIONAL BANK,GUARDIAN
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Jerome Hahn,Esquire
211 Washington Trust Bldg.
Washington,Pennsylvania
Balance Due $__.
Filed
This account was transmitted,and presented to the
Orphans'Court and tonfirmed nisi atN".Ik~15Jial...k~
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Fee $~
P,0,NalyCo.,LawBlankPUblishers,416 GrantSt.,Pgh.19.Pa.
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STATE OF PENNSYLVANTA,ISS:COUNTY OF ALLEGHENY,
Personally appeared before me the undersigned authority
John A.Burkhise:t:,Trust Administrator,western Pennsylvania National Bank
guardian of the estate of Harold Eversole,an alleged incompetent
nHJmr ,who being duly sworn,deposes and says that the following is a trueimd correct Inventory and
Statement of the personal and real property which are of the estate of the above named mKml'{incompetent
Western Pennsylvania National Bank
Sworn and subscribed before me this {n4JIA~d(iJ#A //AJcl~t7...?nd .day of '".....................,19 ...ItJ ..Burkhiser,Administrator~~-'~Jo 11 A.Trust
..........H....tj~.~H .........
Notary Clerk of Orphans'Court.
.,,••\••-.1""..,,-~"r-Pr:-f!.!'"
11..,"'!"::'..,'(P ,''tt''O'Dollars'.-.:.~;..\"'.1 I,\nO Cents
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'Veterans Administration,Indianapolis,Indiana
proceeds of disability Gompensation payments
8/8/64-7/1/65 1,477 .44
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NOTE-If real estate,!'rive street and number,Ward of City,Borough or Township,and
County,and reference to Deed,Mortgage,Volume ar.d Page.
If oash in bank.l1:ive name of same.
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No.50 Term,1~
INREEsTATE
OF
Harold Eversole,an
alleged incompetent
:MtI'JDtX
GUARDIAN'S
INVENTORY AND
STATEMENT·
Fee $_
Filed ,19__
Jerome Hahn
Attorney.
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