HomeMy WebLinkAboutOC1969-0056 - ESTATE OF HAZLETT:
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IN THE COURT OF COMMON PLEAS
OF WASHINGTON COUNTY, PENNA.
(ORPHANS I COURT DIV. )
No. 56 of 1969 A. A
IN RE:
ESTATE OF
CHARLES ADDISON HAZLETT
deceased
PETITION .FOR SETTLEMENT
OF SMALL.ESTATE
(DECREE WITHI'N)
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ATTOR~f"J~LAW ~ _I WASHINGTO~.alwe}.lji~
WASHINGTON TRUST BUILDING
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IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,
IN RE:
ORPHANS' COURT DIVISION
ESTATE OF
: NO. 56 CHARLES ADDISON HAZLETT,)
Deceased
. .
PETITION FOR SETTLEMENT
OF
SMALL ESTATE
TO THE HONORABLE JUDGES OF SAID COURT:
of 1969
PENNA.
A. A.
The petition of Herbert D. Hazlett, respectfully
represents:
1. That Charles Addison Hazlett died October 14,
1968, age 77, at Torrance State Hospital where he had been confin
for approximately four years, said decedent having been a residen .
of Morris Township, Washington County, Pennsylvania, prior to his
adjudication as an incompetent by Your Honorable Court at No. 383
of 1964 o. c.
2. That Pittsburgh National Bank was appointed
guardian of the incompetent's estate by Decree of Your Honorable
Court dated November 19, 1964 and said guardian has filed its
First and Final Account at No. 56 of 1969 A.A. which shows a
balance of $1,614.62 for distribution, said balance constituting
the entire estate of said decedent.
3. That the decedent died intestate and that the
only person interested in his estate is your petitioner, Herbert
D. Hazlett, who is an adopted son of the decedent, said adoption
decreed in the Court of Common Pleas of this County on December 3,
1917 in proceedings at No. 181 February Term, 1918 A.D.; the
decedent's wife, Elva c. Hazlett having died May21, 1964.
·4. That the decedent had arranged for payment of
his funeral expenses during his lifetime and that there are no
creditors of the decedent's estate except the Commonwealth of
Pennsylvania for the decedent's maintenance at Torrance State
Hospital, said claim being in amount of $2,017.70.
WHEREFORE, petitioner prays Your Honorable Court
to direct distribution of the balance shown by the account of
the guardian to the Commonwealth of Pennsylvania after payment
of the costs of the audit, filing of this petition and counsel
fees and costs in amount of $76.00.
COMMONWEALTH OF PENNSYLVANIA
SS:
COUNTY OF WASHINGTON
Personally appeared before me, the under-
signed authority, HERBERT D. HAZLETT, who being duly sworn
according to law_deposes and says that the facts set forth in
the annexed petition are true and correct to the best of his
knowledge, information and belief.
Sworn to and subscribed before
me this 1st day of February, 1969.
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My Commiss:on LJ.p:.;:s l;;br.:arJ ~7,'~·971
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IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
IN RE:
I ESTATE OF
NO. 56
CHARLES ADDISON HAZLETT,
of 19 6 9 .:A • :iPr.r
i
deceased
DECREE
AND NOW THIS :L(d.. day of March, 1969, ,
upon consideration of the within petition and upon motion of
Sherman H. Siegel, Attorney for petitioner, the Court directs
Pittsburgh National Bank to make distribution of the balance set
forth in its First and Final Account as follows:
Balance for distribution per audit petition
Orphans' Court Clerk Audit costs $· 12.00 ·
Orphans' Court Clerk Filing
petition for settlement of small
estate
Sherman H. Siegel, Esq. -counsel
fees and costs
Commonwealth of Penna. -balance
. 7•50.
76". 00
1519el2
$1,614.62
pursuant to Section 202 of the Fiduciaries Act of 1949 as amended
and supplemented, said Decree shall in all respects have the same
effect as a decree of distribution after an accounting by a
personal representative.
'
TR·2 REV. 9-62
IN THE COURT OF COMI\1QN PLEAS OF itJASHINGrl'ON COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
EST NEE OF CHARLES ADDISON HAZLETT, AN INCOIVIPETENT,
NO\'J DECEASED
FIRST AND FINAL ft.CCOill~T "OF
PITI~SBURGH NRTIONRl BRNK
GUARDIAN
NO. 80626-4
PITTSBURGH, PA. JANUARY T' 1969
SUI1'iMAR y
SCHEDULE A
PRINCIPAL -PERS
Receipts Page 3
Amount transferred from
Income-Personalty
Principal~Realty
Ol~ALTY
$ 5, 898.97
376.52 .2,1J7 .53'
nee
?ages l-t and 5 I Disbursements
Bala
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SCHEDULE B
INCOME -PERSON ALTY
Receipts Page 6
Disbursements Page 6
Amount tra~sferred to
Principal-Personalty for
investment & distributio
Bala
SCHEDULE C
P~UNCIPAL -REA
' He;;ej_pts Page '7
Jisbursements Page 7
Amount tr~nsferred to
Principal-Personalty for
investment & distributio
Bala
NET
$ 24.03
n ~76 r-2 --' I o :J
nee
LTY
$ 232 )17
n 2,117.53 -------
nee
BALANCE
;
$ 8,393 02
6,778 40
I $
$ 400 55
400 55
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oo 1 f$ 2,350
2,350 00 >-I
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CHARLES ADDISON HAZLETT
-----
TR·2A REV. 9·62
-
THE BALANCE CONSISTS OF THE FOLLOVJING:
PRINCIPAL -PERSONALTY i ;
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Cash $ 1,614 62 I
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CHARLES ADDISON HAZLETT
'rR·2A REV. 9·62 •.
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SCHEDULE A
PRINCIPAL -PERSONALTY
RECEIPTS
1965 I
\ Feb. 8 Inventory filed · $ 3,961 97 ;
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Treasurer of the United States
Social Security Benefits
~Jl111.1X91. -__ ,.,.,... --l+/21/65 to 10/8/68 1,937 00
Assets Acquil"ed
Deposits to savings account at Dollar
Savings Bank -
$ 2/17/65 2,000 00
10/21/65 1,800 00
$ 3,800 00
Cash disbur.sed to acquire above assets 3,800 00 0100
Conversion of Assets Without Gain or Loss
Withdrawals in full savings account at
· Dollar Savings Bank -
6/1/66 $ 800.00
7/26/67 1,500.00
1/30/68 250.00 ;
2,550.00
Carrying value 2,550.00 0 00 .
$ 5,898 97 Transfer frcm Income-Personalty for i
investment and distribution $ 3'T6 52 '
Transfer from Principal-Realty for
investment and distribution 2,117 53 2,494 05
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$ 8,393 02
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TR-2A REV. 9·62
1965
Feb. 23
Mar. 11
1968
Dec. 19
1969
Jan. 7
., .
7
7
CHARLES ADDISON HAZLETT
DISBURSEMENTS
Administrative Expenses
J. M. Douglass, Clerk of Orphans' Court -
2 certified copies of guardian appoint-
ment, 2 petitions and orders for
allowance and cost of filing guardian
inventory -
Paid 12/30/64 to 7/6/67 $
Commonwealth of Pennsylvania -
2 death certificates of Elva C. Hazlett -
Paid l/21/65 and 10/14/65
Pittsburgh National Bank -
Appraisal charge property situate Old
Route 18 s. Franklin Township, Washing-
ton County, Pennsylvania
Observer Publishing Co. -
Advertising house, trailer.and lot for
sale -Paid 6/ll/65 and 7/6/65
Sherman H. Siegel -
Professional services rendered re
guardian appointment $150.00
Costs advanced re guardian
appointment 13.25
Sherman H. Siegel -
Professional services rendered re sale
of real estate 50.00
Cost advanced 13.25
Maintenance and preservation of property
situate Old Route No. 18 s. Franklin
Township, Washington County, Pennsylvania
Taxes -
1965 Real estate tax -
Paid 6/14/65 6.98
1965 South Franklin Township
road tax -Paid 6/14/65 . 3.34
Repairs -Paid 5/12/65 to 6/l/65 79.31
Insurance -
Fire -Paid 1/28/65 13.00
General liability -
Paid 10/6/65 1.95
West Penn Power Co. -
Electrical services -
Paid 2/1/65 to 10/21/65 11.53
Russell Marino, Clerk of Orphans' Court Div.
Filing this Account
Sherman H. Siegel -
Attorney's fee
Pittsburgh National Bank -
Guardian's compensation
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11 50
2 00
15 00
32 50
163 2511
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63 25
116 11
16 00
130 00
300 00 $
....
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849 61
CHARLES ADDISON HAZLETT
TR-2A REV. 9·62 i Is Amount forwarded 849 61
Distribution '
Payments behalf of Charles Addison ! on
Hazlett:
I Commonwealth of Pennsylvania -
Maintenance payments -
$ Paid 3/12/65 to 1/18/68 5,903 79
Dr. William Colan toni -
Medical testimony at incompetency hearing
Paid 4/:5/65 r.r 00 5,928 79 c::. :J·
$ 6,778 40
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CHARLES ADDISON HAZLETT
TR·2A REV. 9-G2
SCHEDULE B
INCOME PERSONALTY I ' -
RECEIPTS
Interest -Saving_~ Account
Dollar Savings Bank
to 12/1/68 :$ 400 55
!
DISBURSEMENTS
Guardian's compensation '-, ;;$ 24 03
i!
Amount transferred to Principal-Personalty
for investment and distribution 376 52
..
$ 400 55.
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CHARLES ADDISON HAZLETT
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TR·2A REV. 9·62
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SCHEDULE c
PRINCIPAL -REALTY
I
RECEI P'l'S
1965
Nov. 1 Proceeds sale property situate Old Route
No. 18 South Franklin ~ownship, Washing--,
ton County, Pennsylvania 2,350 00
Less
Observer Publishing-co: $ 35 75
\vashington Publishing Co. 38 80
Revenue Stamps on Deed 2 75
Pennsylvania Transfer tax 23 50
George E. Smith -Affidavit of value 10 00
James P. Weaver -Affidavit of value 10 00
Mabel E. Rutan -Notary fee ·l 25
Ruth E. Simpson -Pro-rata share of s. Franklin Township School tax 1965 10 42
Pittsburgh National Bank -
Compensation 100 00 232 L~ 7 . I
$ 2,11'7 53
·-.
DISBURSEIVIENTS ;
Amount transferred to Principal-Personalty
I for investment and distribution $ 2)117 53
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3Jn tqr (@rpqnnn· arnurt nf ltnnqingtnn ainunty
In the matter of the Audit of Account in
Estate of_~C~h~a.=r..=l;.;e:..!:s:!.......:A~d~d~i:..!:s~o~n~.!.:H:=a~z~l:..:e=t...::t:..J,._J No. 56
an incompetent
TO THE AUDITING JUDGE:
Gua:rd1' an Enter· _____ m:::..y.__ ___ appearance for·----~==-::==.:_ ________________ _
21st day of. ___ ...=M~a~r~c~h~----· 19~
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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No. 56 of , 19_ 69 , ».:»--------
In re Audit of Account in Estate of
CHARLES ADDISON HAZT.ETT,
an incomPetent
AUDIT
Jrarripr fnr Appraraurr
FOR
~-t..tsbur.gh.--N.a tiona 1 .B.an.k,_,_ __
Guardian
SHERMAN H. SIEGEL, ESQUIRE
Attorney
~2
lin t4r ~rpijaus' C!Inurt of llmasl1tngtnn C!Inunty
In the matter of the Audit of Account in
Estate of CHARLES ADDISON HAZLETT, l No. ·56 of · , 19_2_9_, ~
deceal;)ed
TO THE AUDITING JUDGE:
my . ~ . Enter appearance for Henbe·nt D . .z.::Ra.Z-1ett 1 son and on 1 y heir ·
_ _;__ __ day of March ' 19_6_9_
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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No. 56 of 1969 , lKXXXXX~X
In re Audit or Account in Estate or
CHARLES ADDISON HAZLETT~
deceased
AUDIT
Jrarripr for }qtpraranrr
~1 .,
FOR'-
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Herbert D. Hazlett, s..on
and. only bej r
SHERMAN H .. SIEGEL, ESQ.
Attorney
-~2
Form for Guardian or Trustee
Jttitinn 8Jur Aubit
Jn ID~r OOrp~atts · QTnurt nf llas~ittgtnn Olnunty
Estate of ................. g?..~E.~.~.~ ... A~.~.!.~.9.~.J~~.!!:.!.~.~.~ .................. . Filed at No ........ 5.9. ........................ of 196 ... 9..
................................................................................................................................ Fiduciary ............... !:.!.S.~.~P.~E~h ... ~.~.~.!.9.~~.! .... ~.~~~ ................. .
fix ..................................................................................................................... . . .......... " ................ " ...... <1.uS!r.!iiii!.tL ............................................................... .
Place of record
®Kor-incompetent-IK!KteR!HIK
of appointment .. N.Q.r ..... J.~.J ... .QJ .... l.9..§.{t .... Q ...... Q ............................. .
Date of trust
or guardianship ........... ~g.Y.~~1?.~E .. J2.~ ... J.?..?..~ ................................. .
If there have been former accounts
filed in this estate, list: .
None filed
Reason for filing this account.. ... .!E.S.9P..P..~.~.~.~~ .... ~.i~.~ ... £~ .. .9.£~.9.~.~.!: ..... ~.~.~ ..... ~2§.:~ .................................................................................. ..
All persons having any interest, vested or contingent (including claimants), in the fund now before the Court,
with the nature of their interests are:
Herbert Hazlett, son -only heir
Commonwealth of Pennsylvania, Torrance State Hospital
All of said parties· have received notice as required by the Court Rules except as follows:
No Exceptions
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
j
Balance for distribution per account,
Additional debits not shown in account:
(Indicate whether income or principal)
Additional credits not shown in account:
(Indicate whether income or principal)
Balance for distribution
...... 1'
Principal $ ...... L.§lft,.Qf ............................ ..
Income $ ....... :::::.::.::.::.::.::::: ............................ ..
Total additional debits $ ...... NQng ........................................ ..
Total additional credits $ ...... ~9,g~ ......................................... .
Principal $ ...... !.1.9..!~.~.9..?. .............................. .
Income $ ...... ::.::.:.:.:.:.:.: .............................. .
Total $ ..... l.:~..§l.4.:~.R.f ............................. ..
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:
Balance for Distribution consists solely of cash.
"
·-
,. •.
""''
-"" ~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:
Suggest distribution be made in accordance with Petition for Distribution under
the $mall Estates Act filed herewith.
COUNTY OF WASHINGTON,
COMMONWEALTH OF PENNSYLVANIA,
The above named Fiduciary or representative thereof,
being duly .......... §F.!?.~.P.: ........... doth depose and say that the
facts set forth in the foregoing petition are true to the
best of ............ h.;.~ ............... knowledge and belief.
.~~.~E,~ .................... to and subscribed before me
This ........... /..l. ................... day of ............ !19:I£h ..................... l96 .. 9. ..
Signature of Officer.~.£. ... ~-.. ...................... ..
Title of Officer ........................ N9.t.~~Y. ... ;P.JJJ?..:t:f..~ ......................... ..
Office expires .............................. F.~.P..r.1J.9.r.Y, .. .l., .... l9.l.3 ................ ..
f!iABEl E. RUTAN
N01 r.RY PUBLIC
\"A''J'" rro·;, · 'dii!GTON COUNTY, PA.
',:Y ::..~· .ISS'"J;, ·,: , l '.4flV 1. 197.1
~ ss
And your petitioner will ever pray, etc.
PITTSBURGH NATIONAL BANK
By .. ............................................ .t ....................................................................... ..
Trust Jfficer
. ....................... ; ...................................................................................................... .
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Jrtitinn ~ur 1\uilit
IN Tl-tE
ORPI-IANS' COURT
OF WASI-tiNGTON COUNTY
FORM USED FOR GUARDIAN-INCOMPETENTS
-OR TRUSTEES
No ............ .?. .. § ............. of 196 .... 2 .... .
ESTATE OF ................... g.~~E.~.~-~ .... ~!:!.9:.~.~ . .9.~ ... !!::!.~.~-~.!: t
mR,. ...................................................................................................................... ..
................................ riii~ii;"~~;:;;p~t~;;:i=i~~t{·········"····· .. ·······""
.................... RJ.t..t~.!?..g£gh .... N~.E:.J.9.P.:~.l.. .. ~.?.P.:~ ........... .
................................................. G.~.~.E4J.~!L ...................................... .
Counsel for the accountant shall submit herewith the
following, if pertinent:
1. Will or trust instrument-attested.
2. Inventory.
S. Signed elections of items to be taken in kind-if distribution account.
4. Stipulation or certificate by minor approving
account.
5. Praecipe for those represented.
6. Brief-for any question of law raised.
.................................. ~.h.~I.ffi?.P.: .. J:!.t ...... !?.J.~g~J .................................. ..
Counsel for accountant .
FlLED
BG9 APR 25 AH 9 : 12
RUSSELL MARINO REGISTER OF WILLS
'Vd ~·oo HOl!ltUHSVJA
ST1H11 JO ?331S1~3l!
O'MHfYl"'l 113SSO~
6S 6 ·uv ~2 HV~ 6S,
'(] 311 ;:1
• PJTT~~-·~:~JW~~A:;,J··:.'~L :>~ .-t.\
WAS:Ii::m;: ~fdSE
PITTSBURGH NRTIONRL BRNK
PITTSBURGH, PENNSYLVANIA 15230
Mr. H~rbert Hazlett
R. D. 1
Dunns Station, Pennsylvania
Dear Mr •. Hazlett:
January 17, 1969
We enclose herewith copy of our First and Final Account as Guardian
of the Estate of Charles Addison Hazlett, an incompetent, which we
have filed in the Office of the Clerk of the Orphans' Court of
lJashington County to No. 56 of 1969.
This Account will be presented to the Court for Confirmation on
March 3, 1969, and will again come before the Court for Audit
during the week of March 17, 1969.
We have received a bill from the Commonwealth of Pennsylvania, Torrance
State Hospital, in the total amount of $2,037.70 as maintenance for
your father for the period from January 1 to October 14, 1968, which
bill we enclose heret-1ith.
We would be pleased if you would discuss with Sherman H. Siegel,
Esquire, the matter of dis.tribution of the estate of your father
as a decedent under the Small Estates Act.
CEB/s
Enclosures
Yours very truly,
Chas. E. Enlow
Trust Officer
. .
~~f~~::;::stJ:i nr~:~E
.'ihS~ii:G:·~;.,., -~A~~ , ·-
PllTSBURGH NATIONAL BANK
PITTSBURGH, PENNSYLVANIA 15230
Commonwealth of Pennsylvania
Department of Revenue
Torrance State Hospital
Tortance, Pennsylvania 15779
January 17, 1969
Re: Charles Hazlett
Patient No. 21>295
Gentlemen:
We enclose herewith copy of our First and Final Account as Guardian
of the Estate of Charles Addison Hazlett, an incompetent, now de-
ceased~ which Account we have filed to No. 56 of 1969 in the Office
of the Clerk of the Orphans' Court of Washington County.
This Account will be presented to the Orphans • Court of Washington
County for Confirmation on March 3, 1969, and will again come before
the Court for Audit during the week beginning ~mrch 17, 1969.
We are forwarding a copy of this Account to Herbert Hazlett, R. D. 1,
Dunns Station, Pennsylvania, the son of Charles Addison Hazlett, with
the request that he discuss with Sherman H. Siegel, Esquire. Washing·
ton Trust Building, Washington. Pennsylvania, 15301, the possibility
of closing the estate of Charles Addison Hazlett. deceased, on a
petition under the Small Estates Act. ln this connection, we are
advising Herbert Hazlett of the amount of your bill.
CEE/s
Enclosure
Yours very truly,
~~
Chas. E. Enlow
Trust Officer
3Ju t}fr ®rpqaus~ <tlnurt nf Basqiugtnn QTnunty
ESTATE OF No ____ ~_§ _______ Of 69 19 ____________ , ~
Charles Addison Hazlett ------------------------------------------------------) _________________ _ In the matter of the .. .fi:r.~L?.-.tf_g_.:f._~Q§._L ___ _
-----~~--t.t:J:~~~P.~-~§_t:l:~) ____________________________________ _
now deceased.
Account of ... J?..Ht.9.~~X".9:h .. N?J~QD.<?:L~.§.~_J ___ _
) _______________________________________ J)_\:l:§.r.9J§._D: _________________ _
ADJUDICATION AND DECREE
And now _______________ M_c:u::r;lt_ ______________________ tZ/ ..... , 19.69 ... , this matter came on for hearing,
audit and distribution 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 $1_,_.614_.__6_2 ________________________________________ and the accoun!t is accordingly confirmed; and it i3 orde·red,
adjudged and decreed that the said balance be paid out by the Accountant in accordance with the
schedule of distribution hereto O'ttoched and made a part hereof, unless exceptions hereto be filed
sec. reg_ or an appeal be taken herefrom sec. leg. cu ·'·jzz(~~;
SCHEDULE OF DISTRIBUTION
Balance per account·--------------------------------------------------------------------------------·
Balance-------------------------------------------------------------------------------------------------------
Deduct Clerk's Costs & Receipts .... --------------------------------------------------------------
'
Attorney .. __________ §.~_\?_~-~-~~--:ff: .. f?.t~-g~~---------------------------------------------------·
To the estate of Charles Addison Hazlett, deceased,
balance, 1602.62
$.L.61~_._62.
lJo balance
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COMMONWEALTH OF PENNSYLVANIA
DEPAR'IMENT OF REVENUE BUREAU OF INSTITUTIONAL COLLECTIONS
~ ~~~~ :~-,~~'~ -~':~j~~~-.. ~~~ DETAILED AND CERTIFIED STATEMENT
of
Commonwealth of Pennsylvania Claim for Hospital Care and Maintenance
Torrance State Hospital
Institution
21,295 I Charles A. Hazlett I 3-3-69
t'attent NumDer Name ot t'atlent Date of Statement
6-17-64 I 10-14-68 I 6-17-64 I 10-14--68
Date Admitted Date of D Discharge o Furlough EJ Death From To
A
Period Total Charges
for Period From
6-17-64
1-1-65
1-1-66
1-1-67
1-1-68
To
12-jl-64
12-31-65
12-31-66
12-31-67
10-14-68
.
$
871.20
1,6o6.oo
1,670.20
1,982.40
2,037.70
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF WEsrMORELAND
$
B
Total Payments
for Period
120.00
2,240.80
1,374.20
2,194.70
220.10
$
c
Balance
for Period
751.20
634.80 -Credit
296.00
212.30 -Credit
l;Blz.6o
Total Amount Due ~ ._$ ___ 2'-, 0_1_7:...•...;7~0------1
It is hereby certified that the foregoing statement is a true and correct claim of the
Commonwealth of Pennsylvania for the maintenance and support of this individual from
6-17-64 10-14-68 _______________ to ______________ _ inclusive, as shown by the records of the Department of
Revenue of the Commonwealth of Pennsylvania at the above named institution. All absences
have been credited.
In witness hereof, the Department of Revenue of the Commonwealth of Pennsylvania has
caused this certificate to be signed in its name by _______ E_._W __ ._R __ ag~er ______________ Agent,
of the Department of Revenue, located at this institution this ______ -=3r_d~ __________ day
f March 1 6o ( S E A L )
0 --------~~~-----------------' 9~. ~
COMMONWEALTH OF PENNSYLVANIA, Department of Revenue By L. ""~ ~
RIc_ 200 ( 6 -6h) AgentoftheCi>D1110nweai th
I