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HomeMy WebLinkAboutOC1969-0093 - ESTATE OF BOOKER/ / / .. f I I '.:L- "-, " ! " ., i~ !II II: ~ I~ •' l l .. ' ' .. ... ... of" - , .. "' .. ""' -~ "'1' . -.. ·"' "'"'l. ~ ~ ... -- --~ ~ •· • ..,:;.?-...; .. ) # . !I' ..... 1- ... -~ No. 46 of 19 67 .. .............. .. ESTATE OF ELIZABETH BOOKER, AN INCOMPETENT First and Final Account of WESTERN PENNSYLVANIA NATIONAL BANK, GUARDIAN Balance Due $ ............................................... . This account was transmitted and presented to the Orphans' Court and confirmed nisi at II No ................... ; ......... : ;;f 1r/.ef ' . 00 .. ~~-~ ........... :~.~-------·--=··: ...... -.. --- Clerk of Orphans' Courl :~ ' I ! . -. r-· .._/ Fee $ ......................... !;.r.;:... , ... .. 4 •.· Filed ... ~ .. ......................................... ~ .... ~-·-······-····-····------- Oliver N. Hormell, Esquire 423 Third Street California, Pennsylvania For Sale by P. 0. Naly Co., Law Blank Publisher. .:J)RtfS)it~t>:Pa.~ 4-~ ~-..r:'· .. :<. ~': -..£ ~ . ~ ~ :ro~ .:tl : Q: -..__:;: ~; co; : 4 l ; l ~ J ~ r-.. c~ :::,.. "' l'tl ., .. ;;;.: ""' <'!;. C) ~~--~. ~ '-:::7, <::1" «:: ~ ... ~ ~ l. ... _; (':> "' <r. ~ c ,_... ~ ~ ..... ''::: ? c ~~ ~~ "" .::;,__ :;::,_ ::::) ;:") ~ .. -:.J ... ~ ...... '~-<;o <:.:> .-.."'> '--., ~--• l.~ .t.4 . ~:· CCJ : E· ~-.: . .,_ :~ ...., <~ ~~ <'t> n --:::. ..... V:- ~ (t, ~ ~~-~ ~ {: k. C'"~ <.;::,; "0 -, <::': r.::... <-<:::' r~ l ...... r.,o) ,, .,. co -, ;::,. rc <",• ., ..:::, .... , "' ~~~~ tO ~-::. ... _t. ~" "-:: ;· ;;':) "" .::-:- """ "' -:; <~ ~ ~ ~ :;:, "" ""' ~ . ~: . . 0. c (":> "' ""; .-;. ~ .. ~ g ..... -~ '::) g '4~ C"! ('t) ., ~~ "0} ;:; .:J "' ·~ ~ ,~~ ,.., ~ "::! ,-.:, '-'l ;:, C• -!'j ~ ... ~ c·~ c "' ::: .. !' ·0 IN THE ORPHANS' C~U!Q.?~ ~~~G'~ 'lf'~r~ENNSYLVA_l\IIA --J+o. · 46 'of J9 67 ' ]~~;tate of FLI ZABE'T.'H BOOKER, /\T\! INCOt·1P.E'I'ENT FIRST AND FINP...L l\CCOlJNT OF WESTERN PENNSYLVl'u\Jil\ NATIONAL BANK, GUARDIAN SUMMARY SCHEDULE l\ PRINCIPAL-PERSONALTY Receipts Pages 1-2 Amount transferred from Income-Personalty Amount transferred from Principal-Realty Amount transferred from Income-Realty Disbusrements Page 3 Balance SCHEDULE B Receipts Disbursements INCOME-PERSONALTY Page Page 4 5 Amount transferred to Principal-Personalty Balance SCHEDULE C PRINCIPAL-REALTY Receipts Page 6 $28,854.50 1,919.68 30,676.09 68.52 $ 3,723.22 1,919.68 r isbursements Pages 6-7 $ 3,323.91 ount transferred to Principal-Personalty Balance SCHEDULE D INCOME-REALTY 1eceipts Page 7 -isbursements Page 8 $ Amount transferred to Principal-Personalty Balance Net Balance 30,676.09 8l.48 68."52 I .$ 61,518.b9 5,528.183 $ I s. 642.90 I 5 I 642 .190 I 'T $ 34,000.00 34,000.00 '$ I tl 1so.loo ,. I ' I I I' $ 55,989 96 -0- -0- - Orphans' Court Account -Second Sheet ) Estate of Elizabeth Booker, an Incompetent - I h Balance distributed to Oliver N. Hormell, Es~uire, Executor of the Estate of Elizabeth Booker, Deceased, Consists of the following: Cash ,l30shares United Accumulative Fund Prudential Insurance Company 2 policies Will of Elizabeth Booker Howe Cemetery Association Deed I ' . . I I I I I I I - j! I I I I : I I I I I I II II il --T $ 55,984. 96 I l. 00 II 2. 00 l. oo-1 l. 00 $ 55,989-96 ________ ] __ .. ~--------r I I t II I I I I I ,.~ I I II I ! I I I II I ll II I I I I ' I II I II I I I I I I ,I I I ,I I II Orphan~' Court Account-Second Sheet Estate of Blizabeth Booker, an Incompetent SCHEDULE A PRINCIPAL-PERSONALTY RECEIPTS Inventory as filed: 8 shares Studebaker Corporation Pro2eeds, sale of household goods Western Pennsylvania National Bank, (California Office) - Proceeds of Savings Account No.5155 65 shares United Accumulative Fund Prudential Insurance Company Policy No.40212225 Policy No.65183361 Treasurer of the United States Social Security payments for the months April and May 1967 Will of Elizabeth Booker and Howe Cemetery Association Deed Prc.ceeds, sale Buick Automobile Add To Principal 10/30/67 Studebaker Corporation Cash received in 1 for 5 stock split l/16/68 Homeowners Policy No.3042443 covering 9/11/67 11/2/67 ', l/10/68 4/4/68 4/11/68 I 5/2/68 i , I l2/26/68i ! 9/7/67 I; 10/8/68 il II I! I 119 Third Street -premium cancellation Assets Purchased United States of America Treasury Bills $ 5,000 due 11/2/67 @ 99.336555 5,000 due 5/2/68@ 97.45 31,000 due 4/4/68@ 98.8359722 27,000 due 10/3/68@ 97.338 1,000 due 8/29/68@ 97.7155556 5,000 due 10/31/68@ 97.163 2,000 due 4/24/69@ 97.9175 23,000 Western Pennsylvanla Nat1onal Bank Certificate of Deposit 5% due 9/7/68 5506 units Western Pennsylvania National Bank, Collective Trust Fund "A" Cash disbursed to purchase the above assets Amount forward -1- ,, $ II 'I I I I IT II 505. so: 305. 501 27,606. 10 l. 00 l. 00 l. 00 204. 4011 2 ·I 0011 135. oo!l $ I II I 'I I I I 'I I 28,761 soil ~. oo I as. oorl 93 ool I I II 1 $ 28,854' sol 4, 966. 831 4,872. 50 30,642. 52 261 281. 26 980. Ol 4, 858. 1s!l 1, 958. 3 sjj 2 3 I 0 0 0 . I 0 0 I' I I I .I I ,I 'I I 55,060. 152,619. ,~2,619. oo/ 6211 621 , I -o-1 1 i I I II !I $ II II II 2 8 • 8 s 4ls o II II I I ·Jrphans' Court Account-Second Sheet ' Estute of Elizabeth Booker, an Incompetent Amount forward Conversion ·of Assets Without Gain or Loss 11/2/67 Proceeds, maturity $5,000 United States of America Treasury Bills due 11/2/67 9/12/67 Investment value 2/19/68 Proceeds, sale $3,000 United States of America Treasury Bills due 4/4/68 1/10/68 Investment value 4/4/68 Proceeds, maturity $28,000 United States of America Treasury Bills due 4/4/68 1/10/68 Investment value 8/7/68 Proceeds, sale $1,000 United States of America Treasury Bills due 8/29/68 4/1:/68 Investment value 9/25/68 Proceeds, redemption $23,000 Western Pennsylvania National Bank, Certificate of Deposit 5% due 9/7/68 9/7/67 I, Investment value 9/27/68 Proceeds, sale $27,000 United States of America Treasury Bills due 10/3/68 4/4/68 Investment value 9/27/68 5/2/68 Proceeds, sale $5,000 United States of America Treasury Bills due 10/31/68 Investment value Amount transferred from Income-Personalty for distribution Amount transferred from Principal- Realty for distribution Amount transferred from Income-Realty for distribution I I$ I I I .. ii I II I I I I I I I I I I II !I II I I $ 28,854 50 I' 4, 966 831 4,966.83,1 -0-.. 2,965 08 2,965 08 -0- 27,677!44 27,677 44, -0- 980 011 980 Ql, -0-I I II I 23,000t00:1 -0-23,000. oo,, II I, " 26,281 26 r 26,281 26 -0- 4,858 15 -o-1 4,858 15,~ ,J I $ 28,854.501 1, 919.1681 301676.,09 I 68 ·152 1! I II I I =~::~::~1~:~ II I !I I I I I I I I I I I I I {)q•h.nns' Court Ace aunt-Second Sheet Estate of Elizabeth Booker, an Incomp(cotent 9/6/67 9/8/67 1/2/68 5/29/68 1/9/69 1/9/69 1/9/69 1/9/69 9/5/68 .. - DISBU RSEJ'1ENTS Administrative Expen~ es ·- Register of Wills, Th II appcin tmen t of guar 11Florence Dasta, Copy ' guardian hearing I. Joseph. E. DowneY, M.D test1mony at compet I 1 1/2/68 -5/14/68 I Oliver Hormell, Esqu1 I Professional servic I Professional servic ree copies of dian of testimony at • I payment for ency hearing re es rendered es rendered es rendered unt Association - Professional servic Register of Wills Cost of filing acco washington County Bar Western Pennsylvania Guardian compensat1 National Bank on ylvania Care and Maintenance !commonwealth of Penns Remittances for El 1/2/68 -8/19/68 izabeth Booker Loss en Sale of Asset s Proceeds, sale 8 sha Corporation@ 49.2 ln':entory value res 5 Studebaker l I fee I I i 1/9/69 I! Proceeds, sale 5506 units Western Pennsylvania I National Bank, Com @9.9943 10/8/68 Investment value 2/8/68 4/2/68 I Other E~<penses Jwest Penn Power Comp II pa\TTT' "''~ L c: l. n "'1 el·::-c f· 1 ~L.t:::~4 t \.... l... .j. .. et e II 12/20/68 for 119 'l, 1 Zorka Lm·;aski mon Trust Fund any tric bill to hird Street Garage rent 4/2/68 -ll/5/68 .., -· .)-- "A" I I I I I I - I -- I I $ 4 50 I 31 50 I I I 250 00 1,897 50j 435,00 77 00 I 18 001 10 001 75oJool$ 3, 4 7 3 .js o I I I I I I I II II I 1,612. 00! I I I ... I $ 384 711 7911 505 50 120. I I I ~~ 55,028.621 31. 381 55,060~00 I I I, 6 .11E I I II .I •)rphans' Court Account-Second Sheet .. Estate of Elizabeth Booker, an Incompetent 8/27/68 SCHEDULE B INCOME-PERSONALTY RECEIPTS Treasurer of the United States Social Security payments 8/8/67 -12/4/68 Altman Singleton & Company Refund of 1/2 original premium charged for United Fund Assumption Distribution Western Pennsylvania National Bank Common Trust Fund "A" 11/7/68 -1/8/69 Interest 6/30/67 Western Pennsylvania National Bank California Office Interest on Savings Account United States of America Treasury Bills $ 5,000 due 11/2/67 paid 9/12/67 -11/2/67 28,000 due 4/4/68 paid 1/11/68 -4/4/68 5,000 due 5/2/68 paid 11/2/67 -5/2/68 1,000 due 8/29/68 paid 4/11/68 -8/7/68 27,000 due 10/3/68 paid 4/4/68 -9/27/68 5,000 due 10/31/68 paid 5/2/68 -9/27/68 2,000 due 4/24/69 paid 12/26/68 -1/15/69 3,000 due 4/4/68 paid 1/11/68 -12/19/68 $23,000 Western Pennsylvania National Bank 5% Certificate of Deposit due 9/7/68 paid 9/7/67 -9/25/68 Dividends 65 shares United Accumulative Fund, Inc. I' paid 12/29/67 8 shares Studebaker, Corporation, Common paid 12/29/67 -4-I i II II I I I 'I 552 12i 33 17 322 56 127.5~ 16 oci 688 6~1 116 odl 4 911 14l21 I I $ 1,966 60 17 61 520 87 1,164l37 --~.=...:...-=-+----'-11 3,o39,s2 I I 92 3~ I 6 od 98JJo ' 1 $ s,642J9o[l t=========l===-[ I I I . I Orph~ns' Court Account-Second Sheet Estate of Elizabeth Booker, an Incompetent 6/18/68 1/8/69 7/20/ 67 9/8/6 7 9/22/ 67 12/6/ 67 12/6/67 2/8/68 4/5/68 4/17/68 DISBURSEMEN'l'S Administrative Expenses Western Pennsylvania National Bank Income Compensation Jacqueline Hammond, Court Stenographer I carbon copy of hearing on Petition Western Pennsylvania National Bank Compensation for filing Social Security Report Other Expenses 1967 washington County tax for 119 Third Street Novak Television Balance due on account I Federal Insurance Company I Surety bond for CTF55583 William Killius Expe~ses incurred 1n readying property at 119 Third Street I' Bonnie Maund Expenses incurred in readying property at 119 Third Street Mrs. Mathilda Smith D. of A. for 1967 and 1968 Internal Revenue Service 1968 Personal Property Tax Brownsville Telegraph Advertising 1954 Buick Virginia B. Miller -Reimbursements ! for expenses incurred on behalf of Elizabeth Booker 2/16/68 and 2/28/68 Care and Maintenance Commonwealth of Pennsylvania Remittances for Elizabeth Booker 2/28/68 -12/13/68 Amount transferred to Principal- Personalty for distribution -5- $ 25 00 $ 46 55 17 851 35!221 247135,' I ' 288 001 15 0011 201 3611 I l 80 I 548.72 jl------"'-=-=~-11 I I I !I II I II I I I II -r= I 383 97 Orph"ns' Court Account-Second Sheet Estate of Elizabeth Booker, an Incompetent 8/23/67 8/23/67 8/30/67 9/7/67 9/7/67 9/14/67 12/18/67 4/23/68 SCHEDULE C PRINCIPAL-REPLTY RECEIPTS Inventory as filed: Property ~ituate 1120 High Street, Brownsville, Pennsylvania Property situate 119 Third Street, California, Pennsylvania DISBURSEMENTS Donald R. Broadwater, Tax Collector 1967 Luzerne Township, School and City Sewer, fire hydrant and lighting taxes for 1120 High Street Western Pennsylvania National Bank Appraisal fees for 119 Third Street and 1 1120 High Street 1 Adam W'. Koncik, Tax Collector 1967 California Boro tax $51.45 and school tax $188.65 for 119 Third Street George W. Wood & Son Fee for appraisals of 1120 High Street and 119 Third Street c & c Real Estate Agency, F'ee for appraisals of 1120 High Street and 119 Third Street J Beaver County Insurance Agency, Inc. 3 ye3r premium due 8/24/67 Continental Policy No.FDP184642 cove~ing 1120 High Street Angelo Cole & Sons New furnace motor Wester~ Pennsylvania National Bank Care of lawn Hauling of furniture & garbage Used furniture appraisal Porter Paint & Glass Co. Amount forward -6- $ 65.00 67.00 25.00 7·. 24 $ 14,000 00 20,000 0~ $ 34,000.00 =:---------::: ---:: -----------1 I ,, $ 226f67il 1oo, ooll II 240 10 50 001 I 50 00 I I ! I I 15 501 I 001 60 I I I II I II 164 241 1) I ~~~Jt 1$ 906.51 I I I I I I I ,I I I I I ,, It •Jrphan•' Court Account-Second Sheet 12/23/67 12/28/67 Estate of Elizabeth Booker, an Incompetent Amount forward Loss on Sale of Assets Proceeds, sale property situate 1120 High Street, Brownsville, Pa. to Leonard Golembiewski, et ux J$ Less: Federal Revenue Stamps State Transfer Tax Western Pennsylvania National Bank Service fee Inventory value $ l5.4Cj 140.0 840.0 Proceeds, sale property situate 119 Third Street, California, Pennsylvania to John Lowaski, et ux 1$ II $ 22. 091' 200.0Q Less: Federal Revenue Stamps State Transfer Tax Western Pennsylvania National Bank Service fee Inventory value Amount transferred to Principal- Personalty for distribution SCHEDULE D INCOME-REALTY RECEIPTS Rent -Eleanor Golembiewski on 1120 High Street -7- 1, 2oo. odl I I I I I 'I !, !I II 14,000 00 I 995j4o 131 004 601 14,000 00 20,000 001 I I I I ! II I I' 1, 42 2 J oo'l l8,57ajoo 20,000,00d I I I I .. ~51 995.40· 1,422.00 3,323.191 30,676.109' $ 34,ooojooj ========"'==l I i I I I I j$ 150.00' =-=========::O:==jl I I I ,j i I I !I Estate of Elizabeth Booker, an Incompetent -'~~T==! . --DISBURSEMEN'l'S II 8/4/67 II II West P:mn Power Company Light service for 119 Third Street 7/31/67 -11/30/67 / Columbia Gas Company 1 1 1 Gas service for 119 Third Street I 8/1/67 -ll/30/67 II 1 ., Charles Pascoe I Hauling garbage from 119 Third Street il Amount transferred to Principal- ! Personalty for distribution I I Ji IJ IJ I· ,, 'I 'I I I --8- II II II i I I ,, I, I' ,, II ,, li -· ---------nr---- I II ,- 22 ~.3811 j I 1' ·I I' II li II II II 44lloli II I I' ll I 'I I I I I 15 00\ $ I .I 8L1481! i · II I · II I 68. s2 ,, 11 $ 1so joo II I ========-=== . II I II I 11 11 II I II I I I !i ,J II II II '· II I I I I ·I I I I II I I I I I I I II I I I I I I II 'I I, II 'I 'I II Ji II li I I I lj II I I I' ,, ,, II ,! II !1 lj I, ,, \l ,, I' ,, !! ---- Estate of Elizabeth Booke:t-, an Incompetent COMI10N~vEALTH OF PENNSYI.NANIA ss COUNTY OF ALLEGHENY T I II I II I Theresa Lelak, Guardianship Administratr{~western,P~nsylvani. I II I II I j National Bank, being duly sworn according tollaw depose~ a1hd says I that the disbursements shown in the account h ve been mkdejl to the i I parties entitled t~reto and that the accountjas stated i~ true and correct as she verily believee. 'I II 11 WESTERN PE ·SYLVANIA NATIONAL BANI~ ~~. GUARDIAN I I I I I I, By kJ --'--! -~~ Theresa L~lak, !1 1i I j, I I I! d. Jl· d .. , t ~~ t . I Guar lans '.lp A mlnls r 1f< rlx I I . il 1 this ;2/. lj day 4~~,~~:_--~~ , ~~ Sworn and subscribed before me 1969. I I ' ! I ~~~~~P~~b~l~~c :::..~--J-~~~~ -I I !I . l1 I I II I II II I' I ii REQUEST FOR DISTRIBUTION I I Accountant requests that distribution be retermine~ b~ the Cou1t ! II • d . th . h p t . . ~ . ..... . ' ...... I, +-' I f f II rl . I ln accor ance Wl t !e e l tlon ror Dl s L.rlDU Ll,pn ""'0 De q -vreu ln I' II evidence at the audit of this account. II I !I j II i . II I II I ,,1, I il 1! I I II ·~~:~~fu~ENNrYLVclu,IA rrJAI. BAN4 'I I By~ill4 I, ______ j_j \1 Theresa Lelr-ak ! 11 I II I -. hll. .:1 • • c.!. I . ,,, I cuarcu.ans ifP Aom· ,.,lltrll tr.·lx I j! 1 11 II I 11 I tl 11 11 1 I, !! I II I i1 il i II I I! I I! I II OLIVER N. HOR~ELL ATTORNEY AT LAW i ' ~ \ I ·IN THE COUET OF COMMON PLEi'::..S OF WASHINGTON COUNTY, PENNSYLVANIA-ORPHANS' COURT DIVISION IN RE: ) ) ESTATE OF } } ELIZABETH BOOKER, ) ) an incompetent, (nov.r deceased> } No. 93 of 1969 and No. 46 of 1967 PETITION TO TRANSFER FUNDS INTO ESTATE OF DECEASED INCOMPETENT ! . ' ' ! The Petition of Virginia Miller, by her attorney, OLIVER N. HORlVIELL, Esquire, respectfully. represents: l 1. Virginia Miller, of 212 Garland Drive, Carlisle, Pennsylvania, ,, /Cumberland County), qualified as the executrix of the estate of Elizabeth Booker, deceased, and letters testamentary were issued to her by the Register ., ' of Wills of Washington County, on February 3, 1969. 2. Elizabeth Booker, formerly of 119 Third Street, California, Washington County, Pennsylvania, was an adjudged incompetent, at No. 46 of } 967, o. C., and died testate on December 24, 1968~ while a patient at I !Torrance State HospitaL Her will was dated April 21, 1960, and was proba.ted ~ ; ~ \ on February 3, 1969. 3. At No. 434 of 1967, 0. C., your Honorable Court appointed a :guardian for the Estate of Thomas Cecil Booker, as a result of a hearing held ,, . :'on December 28, 1967, by Decree dated January 3, 1968. On May 1, 1968, :your Honorable Court conducted a hearing on a Petition for instructions by the :I :guardian of the Estate of Thomas Cecil Booker, then adjudicated an inc~mpetent, in order to determine title or ownership to certain bank accounts and other items 423 THIFiD STREET cALIFORNIA, PENNA. in the estate of Thomas Cecil Booker and to determine whether they were the 66-162-C • property of Thomas Cecil Booker, or Elizabeth Booker, or both. -1- 4. OnMarch27, 1969, at No. 671 of1967, apetitiontobtervene in the hearing at No. 434 of 196 7, recited aforesaid, was filed by Fred Killius and argument held by the Court on April15, 1969, and on June 3, 1969, per- mission was given to Fred Killius to intervene. As yet, no determination has been made of the issues raised at No. 434 of 1967, or No. 671 of 1967. 5. The will of Elizabeth Booker deceased, named Virginia Miller, daughter, of 212 Garland Drive, Carlisle, Pennsylvania, and Thomas C. Booker, Torrance State Hospital, Torrance, Pennsylvania, as her sole heirs, and nominated Virginia Miller of 212 Garland Drive, Carlisle, Pennsylvania, as her executrix. 6. The Western Pennsylvania National Bank was nam~d guardian of the Estate of Elizabeth Booker, an incompetent, on June 16, 1967, at No. 46 of 1967, and at N o. 320 of 1968, filed an account to make said accounting a court record. 7. On February 4, 1969, at No. 93 of 1969, 0. C., vVestern Pennsylvania National Bank, Guardian of the Estate of Elizabeth Booker, an incompetent, filed a first and final account for the purpose of transferring assets from the Estate of Elizabeth Booker·, an incompetent, to the Estate of I Elizabeth Booker, deceased. The account of the guardian showed a net balance for distribution of $55, 85 6. 96. I 8. Upon the decease of Elizabeth Booker, an incompetent, the authority of Western Pennsylvania National Bank to act on her behalf ceased and determined, and the authority of the bank to act and invest funds in their possession owned or alleged to be owned by her ceased and determined. There is therefore the sum of $55, 856. 96 in the possession of Western Pennsylvania National Bank which presently is not invested, and which, pending determination -2- .... . •.. _...,..__ ,..,. of all of the cases cited aforesaid, may be owned by the Estate of Elizabeth Booker, deceased, or Thomas C. Booker, either or both. 9. It is to the benefit of all parties involved that the ·money in the possession of Western Permsylvania National Bank should be invested in legal securities for the benefit of the estate of all parties concerned. WHEREFORE, your petitioner respectfully prays your Honorable Court to enter a Decree directing the We;stern Pennsylvania National Bank, guardian of the Estate of Elizabeth Booker, an incompetent, to transfer the assets of $55,856. 96 as set forth in the account of Western Pennsylvania National Bank at No. 93 of 1969, to Virginia Miller, executrix of the Estate of Elizabeth Booker, deceased. Attorney for Petitioner -3- ~ 1 J 1 I ] l I •· • _ ........... ---...... -""r ..... --.... -------~~---- COMMONWEALTH OF PENNSlL VANIA COUNTY OF WASHINGTON ) ) SS: ) Before me a Notary Public, the undersigned officer, in and for the County and Commonwealth aforesaid, personally appeared OLIVER N. HORivlELL, Esquire, who, being duly sworn according to law, deposes and says that the facts set forth in the foregoing PETITION TO TRANSFER FUNDS INTO ESTATE OF DECEASED INCOMPETENT, are true and correct to the best of his knowledge, information and belief. Sworn and subscribed to before me this first day of December, 1969. ·~ · c/ 7 -'.pA / ~--1 r v' 97J )1_ c~L No ary Public My Commission Expires: MAR!Ebl M. NElL, Not;:-ry Public CAUFCRNI!\, WF1SfiiiiGTOil CG., h\. Mt .Commission exP.ires Jult 14. 1973 ~-·· Oliver N. Hor~, Esquire -4- (seal) ;.? '! •. \ l \ .,; ,; r~N ,fr;~*~~t-~l i PLI::AS 01•' \VJ\SII. CO.~ J>/\.. ~ I OHPUANS' COUHT DiVISION I No. 93 of 19G9, and !1 ll No. 46 of 196 7 1 I· -I i !liN HE: i I. \ ESTATE OF ELIZABETH BOOKER, I I· II 11 an incompetent" (now deceased). II ~1 'I' !, I !I ' l\ I, !'_ ,, I PETITIO~ TO TRANS.t<ER FUNDS j'' I INTO ESTATE OF DECEASED I ~-~INCOl'viPETENT ?-nd ORDER 1jl I \:' ,· _I ., -. .... I I' , . ...) I I ~ i ,..._. -, . . I' ~ ' .. ...;.:.[ . -'I;::) .. : ·-i.. ...._, ' t l·.h, ,, ~ I ' ) --.. ~-~, " ,_._ ·-·-I ) \ .. II ., ~~ ~ ~-~--=~: ~-=:~ I ll K_. ; . ~-· ,... ... \.... __ __.. 'I . (;) . -. , ~--·) I I 1,~ ~·-! ~ ~· I !~)----< , • ..,. \ l ,J • ~ ,_. I . ~ I , , ..._ . I ., . . . ··-,......., -y II ! --~ j~·//--e>-/1· <:; .)~ i! t::::;.-,(~··~-_,....., n -?7 _/,/::t r\J \11 ~~~-~· /'t")-~ I...,::;J ~ h. ./ll .""{..... . ,. './. ,.. I '-"'·' ;1\.:· \..J OLIVER N. HORMELL (.·,,' ,. • • ..~ •. «.-' i ._. l' I ATTOl~NEY AT Lt,W i I t ,. I_ • ~ .. I ' II ll 423 THIRD STREET CALIFORNIA. PENNSYLVANIA -------U .. 66-162-C OL.!VEi~ N. HORMELL. ~ -·~ .... _ .. iA 7.31 ;;tor IN THE COUHT OF COJ.\1MON PLEAS OF vVASHINGTON COUNTY1 PENNSYLVANIA-ORPHANS' COURT DIVISION IN RE: ) ) ESTATE OF ) ) ELIZABETH BOOKERi ) ) an· incompetent, (now deceased). ) No. 93 of 1969, and No. 46 of 1967 ORDER AND DECREE AND NOW, this /:~..Jf day of December, 1969, upon con---------~,~~~-- s_ideration of the within Petition to Transfer Funds into Estate of Deceased Incompetent, it is hereby ORDERED and DECREED that the Western Pennsylvania National Bank, guardian of the Estate of Elizabeth Booker, an ·incompetent, shall transfer t-o Virgidi~ 1\~iiier, Executrix of the Estate o:f Elizabeth Booker, deceased, the balance for distribution in the Estate of Elizabeth Booker, an incompetent, consisting of $55, 856.:96, and It is further ORDERED a~d DECREED that Viqiinia Miller, Executrix, . shall invest said amounts in legal investments for the benefit of all parties ·~concerned until all of the proceedings set forth in the petition are terminated· or until further order of this Court, and It is further ORDERED and DECREED that the said Vir ginia Miller, Executrix, shall make no expenditures from said fund without authorization from this Court. ' . -· /' BY:THE COURT: \ l I \ .,Lj I I \.... I t" P. V>----Marino '· OLIVER N. HORMELL ATTORNEY AT LAW 423 THIRD STREET CALIFORNIA, PENNA. IN RE: ~. r ·. IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA -ORPHANS' COURT DIVISION ) ) No. 46 of 1967 ESTATE OF ) No. 434 of 1967 ) No. 671 of 1967 ELIZABETH BOOKER, ) No. 93 of 1968 ) No. 320 of 1968 an incompetent, (now deceased). ) No. 93 of 1969 o.c. A PETITION TO RELEASE FUNDS FROM COURT RESTRICTIONS AND PERMIT EXECUTRIX TO PROCEED IN THE ADMINISTRATION OF DECEDENT'S ESTATE The Petition of Virginia Miller, by her attorney, OLIVER N. HORMELL, Esquire, respectfully represents: l. Virginia Miller, of 212 Garland Drive, Carlisle, Pennsylvania, (Cumberland County), qualified as the Executrix of the Estate of Elizabeth Booker, deceased, and letters testamen- tary were issued to her by the Register of Wills o~ashington County, 6n Febiuary 3, 1969. 2. Elizabeth Booker, formerly of 119 Third Street, Califor- n1a, Washington County, Pennsylvania, was an adjudged incompetent, at No. 46 of 1967, O.C., and died testate on D~ember 24, 1968, while a patient at Torrance State Hospital. Her will was dated April 21, 1960, and was probated on February 3, 1969. Attached hereto, made a part hereof, and marked Exhibit '1A n is a photo- static copy of her Last Will and Testament. 3. At No. 434 of 1967, O.C., your Honorable Court appointed - a guardian for the Estate of Thomas Cecil Booker, as a result of a hearing held on December 28, 1967, by Decree dated January 3, 1968. On May l, 1968, your Honorable Court conducted a hearing -1- '. ·. on a Petition for instructions by the guardian of the Estate of Thomas Cecil Booker, then adjudicated an incompetent in order to determine title or ownership to certain bank accounis 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 CUeceased incompe- tent. Pursuant to said Court Order, the funds in the possession of Western Pennsylvania 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 made by your Honorable Court has 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 which said guardian is entitled by virtue of said adjudication, and further desires to proceed with -2- ll l~ ~ II II 1111 ' 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 TTB" is a photostatic copy of the petition for audit referred to. 9. Under the terms of the Order and Decree of your Honorabl Court of December 1, 1~69, 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. WHEREFORE, your Petitioner respectfully prays your Honorabl Court to make an Order and Decree permitting your petitioner to pay to the Pittsburgh National Bank those assets in your Peti-· 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. OliverN~ Attorney for Petitioner -3- COUMONWEALTH OF PENNSYLVANIA COUNTY OF WASHINGTON ) ) ) SS: Before me a Notary Public, the undersigned officer, in and f.or 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 DECEDENT r S ESTATE, are true and correct to the best of his knowledge, information and belief. Sworn and subscribed to before me this g'.di day of ~· · _, 1971. Notary Public :My Commission Expires: MARIEM M. NEIL, Notary Public' CALIFORNIA, WASHINGTON CO., PA. My Commission expires July 14, 1973 -4- OLIVER N. HORMELL ATTORNEY AT LAW 423 THIRD STREET CALIFORNIA, PENNA. IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA-ORPRANS 1 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 incompet.e.nt, (now deceased). ) No. 93 ofjl969 JOINDER 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 1 .. releasing the funds to Virginia Miller to proceed to a completion I in the administration of the Estate of Elizabeth Booker, deceased. By: • .. •. . .. _.,. ~.' .~ . : ..... ;,..· I ' . t \ t ' . -' ' ,, ' i ? -. W I L L . I !,Elizabeth Booker ot the Borough ot California,WaahingtOD • 1County,Pennaylvan1a,be1ng or sound mlnd,memory and underataD41Dc, : do hereby make ,publish and declare thia to be my la1t v111 and testament,hereby revoking and making void all former villa b7 .. • ' at any time heretofore made • " .. . ,_ .. 1. I direct that all my juat debts and funeral expenaea be fall 4 i' paid and satisfied as soon aa can be done con•eniently atter -r ' · decease. 2. I give,devise and bequeath to my aon,Thomaa C.Booker,mJ . ::. ~ouae and lot,where I now reaide,situate on the aoutherlJ aide ot · • ' Third Street in the Borough ot Calitornia,Waahington COUDtJ1 PeDD•I sjlvan1a,and all contents,including household goode and tura1tare.j • ·. '• ). I give,deviae and bequeath all the reat,rea1due and rema1D• ·, . . der of my estate,both real and personal,vhereaoever sltuate,tn ·~:equal aharea,to my son,'l'homaa C.Booker,and my daughter,V1r&ln1a Miller. 4. I do hereby name,conatitute and appoint my two aboYea ... 4 :. children,Thomas C.Booker and Virginia Miller,to be Executor &Dd ., il Executrix or this my last will and teatament;and I direct that :: they serve without bond,each being herebJ excused traa f111ns , bond. ' In Witness Whereot,I,Elizabeth Booker,the Teatatrtx aboYen .. et, have hereunto subscribed my name and affixed my seal on thia ~ 'day of April,in the year of our Lord One thouaan~ nine hundre4 and aixty (1960). ~~ e......t.(SUL), Signed,aealed,published and declared by the abovenaaed Elizabeth Booker aa and for her last will and testament,in the ~ . . ,,. . ' .. .,, ..~ .... -~ .... . ,_ presence of us,who haTe hereto subscribed our names at her rt- .• '.~ tf f que a~ :i3 wi tnesees i:ihereto in the presence of said IJ'eatatriz,UMI., ~. ot each other. ~L .:..,~ ?a I ,~1,< CJ~~j I . I I Form for Guardian or TruAee Jrtittnt~ . _, ur Aubtt I Jn m~r <tlrpf1ans' atnutt nf llasqittgtnn Olnuntg I _,.,_ having any interest, vested or contingent (including claimants) , in the fund now before the Court, tbe ..., If their interests are: -. . • Yir1inia Miller, a daughter Pittaburgh National Bank, Guardian of Thomas c. Booker, ari Incompetent, a son 'w:---; , · 'nkl partie~ have received notice as required by the Court Rules except as follows: None ... ,, ~·\\ . "'-.- ; ' . ' ·. ~ ...... '.} . . ~~ '~ fCII'th aDf lepl problema requiring adjudication by the ~ourt or difficulties that must be met in diatribu~f · ·lt ~.~ • • '"t • . - ., r•·· ,1·~--?-1.1" '. .•. .. ": .. J.cJ. .""~~ ..... "\. ... .. Principal $ 5~z989.96 Income 130 shares United Accumulative Pun4 (130 shares U~ited Aecumul•tive PuDd to be distributed in Kind) Two Prudential Insurance Company policie• Will of Bli&abeth Booker 2.00 1 .• 00 1.~~; ·. Howe Cemetery Deed Cost filing Account Attorney Hormell's fee ·aa .. oo ,~ !J>O,QQ Total additional debits ,_ .......... _._, ..... ··~*-~!.·.qG_;. Total additional creditJ $--19M ... ·- Principal $.----......... --.. -·--··- Income $-.. --... ·--·-··-......... __ _ I,.; ,• ·'' ... ~ .(' ""-.-... ... -~ .. . .. .., ~ . ;. • • .a ' ;-"' · .. . ,., ~\ ; ' ... -v .• T 0 t .'.;:." . ',J •. ~· ~" ,1'-r ,.. '\.. ... .. .~ · .. ~'\.­:. ~-.... "\ ... ~ ..~.-... " .. ~~ ~:i: .. . ,, .. . , And your petitioner will ever pray, etc. Western Pennsylvania National Bank, Guardian of the Estate of Elizabeth 1f6'i5tf'Er,'a1i· .. lnc"tsftfp·~t'~n:t ............. __ ._. __ ... __ ~rtirl!"·L::·--···-···---··- Guardianship Admini_stra tor ... -.-·~ ,- . . -"' ~ . . : ~-' -~·- . ' . .... ·. ' ,- -~ ..... -* ..... .... . I • .. 1. " ~ "" . •;.. .. I F ~ ' ~ \ "!' .... .', ..... , .. ,.· ,4)' ~ ...... -_. "'--~ ~~ ~ ~ . \-.. "" ···, . -iJ'· .,(,, ' .. --:· .• , J:l .tl' ~ ,..-,. ~-0"1>~· I '• • ~ • '~ ,.._ ' r;.' .. _. ,_,.,.,;"""' • , l.j}~ a.-~::,'<""..... • I .,.-..,. ... , r~. ', ..... ~ t , ' !'f . .. r ..,.. •• ' • l ~-1 ;. • t .,. .. . ~ l '"": .11 '""., J<,.,,..i( ,.. .., J ~ .t -.• ,. .• 'I' .. _ ; I .0,' oO • ' ; '.. • •• ···~~'; ~"f ,' • ·.,..... t ......... )• ' ; flnititm· h· hbtt IN TWE ORPI-IANS' COURT. OF YASWlH&TON COUNTY FORM USED FOR GUARDIAN-INCOMPETENTS -OR TRUSTEES No._93 ____ of 196~ ESTA'I"E OF ................. ---.. --···----.. -----.. ·----·----· roa __ ~L!.M~§JttJ!QQ~~.J... ...... -··-·--.. - __ ...;a::;n=-.!.n~_Qmp,et ent ______ _ mtn.or-tncompete:nt-llfe tenant WESTERN PENNSYLVANIA ·-- NATIONAL BANK , Guardian CounleJ. for the accowrtant shall submit herewith the following, if pertinent: 1. Will or trust instrument-atteated. i. lnftfttory. 5. Signed electioas of items to be taken iD Dad-if ctis1ributioD IICCOWlt. 4. Stipulation or certificate by minor ~ IICCIJIUDt. 5. PnedJie for ...,. repreeeoted. 6. Brief-&r •7 quatioo aflsw niled. - i ·~ , .. -... .... .. . .,. , 1" . ·~ ~. . t~ "=~-· . . . ,..--'1'. • I • ,.. .... ,.. » -I ' I ;:-.; \,"' ... ; • .... ·'f·'t"" ..· -:~;;.:._,·) . · .. : .... ~ ....... ~··. ..... ~ :....:~ "'"-"" ..,!:, .... ~£1-:' ·: ~. -~'1--.• -~.:·~tf' j . j OLIVER N. HORMELL ATTORNEY AT LAW 423 THIRD STREET CALIFORNIA, PENNA. 66-162-C IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY :1 PENNSYLVANIA -ORPHANS' COURT DIVISION IN RE: ) ) No. 46 of 1967 ESTATE OF ) No. 434 of 1967, 0. c. ) No. 671 of1967 ELIZABETH BOOKER .. ) N o. 9 3 of 1 9 6 8 ) No. 320 of 1968 an incompetent, (now deceased). ) No. 93 of 1969 ORDER AND DECREE AND NOW, this -tA /k day of 1971, upon consider- ation 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 Virginia Miller, shall proceed in the administration of the Estate of Elizabeth Booker, deceased, by filing the necessary inventories, payment of -1- 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 December 1, 1969, at No. 93 of 1969, and 46 of 196 7, is vacated insofar as the same is inconsistent with this ORDER, and the restrictions placed upon Virginia Miller with respect 1o the funds by said ORDER and DECREE turned over to her are hereby released. -2- 1Jn t~t ®rp~ans · C!Lnurt nf llas~ingtnn C!Lnunty In the matter of the Audit of Account in Estate of __ E=L=I=ZA=BE=TH=--B=O=OK=ER=~' ____ 1 93 68 No._..:..__, ________ _, 19 __ , A. A. an Incompetent TO THE AUDITING JUDGE: Enter __ m_t _____ appearance ror_--...:W~E::.:S~T=..:E::.:RN=.=.._:P:....:E::.:N~N:.!.:S::::Y:::...:L=-~.:....:A:.:.:N~I=:A~N:..:..:A:..:..T=-=I=-O::::N:.:.:A:.::L::.._:B=..:A:.::N:.::K:.:..z, 66-162 A Guardian 17th day of March 19 69 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. J No. 68 _______ , 19 __ , A. A. In re Audit of Account in Estate of ELIZABETH BOOKER, an Incompetent AUDIT Jrarripr for l\pprur~nrr FOR WESTERN PENNSYLVANIA NATIONAL BANK, Guardian Oliver N. Hormell Attorney -~2 Form for Guardian or Trustee Jttitinn ~ur 1\u!lit JJu IDqr ®rpqan!i~ Q!nurt nf llaBqiugtnu OJnuuty Estate of .......... ~!.~~.~.~~.)~QS?.~.~~-7 .................................. . ........... " ...................................... ~.~ ........ !.~~.~~E.~.E.~~E ...................... . For ...................................................................................................................... . minor-incompetent-life tenant Date of tr:ust . June 16 1967 or guardianshij? ....................................... ,. ...................................................... . If there have been former accounts filed in this estate, list: Filed at No .......... ~.J .................... of 196§ .. . Fiduciary .. ~.~-~ .. ~ .. ~E~ .... ~.~.~.~.~.Y..~.Y..~P.:~.~ .... ~.~!.~.~-g.~~ Bank, Guardian Place o~ record N 46 f 196 7 O C of appointment. ........... Q.!'. .....•......•.. .Q ....................... J .......... , •.•••• ~ ............. . I Reason for filing this account... .. '!:.Q .... .t.r..~n.~.f..~.r. .... i!.§.§..~t~ ..... f.r..QP.J: .... t.h.S: .... §§.t.i!.t~ .... Qf.. .. J~;J;i,.~.9r.Q.~:t.h . ..J?..Q.9..k.~;r ' an Incompetent to the Estate of Elizabeth Booker, deceased. All persons ha>:ing any interest, vested or contingent (including claimants), in the fund now before the Court, with the nature of their interests are: Virginia Miller, a daughter Pittsburgh National Bank, Guardian of Thomas C. Booker, an Incompetent, a son All of said par:ies have received notice as required by the Court Rules except as follows: The fund now ·Jefore 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: ., •-~. ' ' 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 ...... Principal $. 55,989.96 ··························································· Income $ ........................................................... . 130 shares United Accumulative Fund (130 shares United Accumulative Fund to be distributed in Kind) $1.00 Two Prudential Insurance Company policies 2.00 Will of Elizabeth Booker 1.00 Howe Cemetery Deed Cost filing Account Attorney Hormell's fee Total additional debits Total additional credits Principal $ ........................................................... . Income $ .......................................................... .. Total $ .. ?..?..! .. ~.?..§ .. ~ .. ~.§ ......................... . 1.00 28.00 100.00 $ ................................... ?::.~.2 .. ~ .. 9.9. .. .. $ ......... ~.QD.§ .................................... . 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: 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: All funds are to be transferred to the deceased, Virginia Miller, Executrix, dated February 3, 1969. Will probated and recorded in Will Book No. 107. Estate of Elizabeth Booker, as per Letters Testamentary on the 3rd of February, 1969, Distribution will be made according to the Will of Elizabeth Booker and the Adjudication and Decree issued by the Court. COUNTY OF WASHINGTON, COMI\:IONWEALTH OF PENNSYLVANIA, The above named Fiduciary or representative thereof, being dul)6-U.thor.i~.~d.doth depose and say that the facts set forth in the foregoing petition are true to the best of.. ...... hSlX: .................. knowledge and belief. ~ ss And your petitioner will ever pray, etc. Western Pennsylvania National Bank, Guardian of the Estate of Elizabeth 'Bo'o:K·e·r·; ...... an""inc·omiH~·t·en:t ............................................ .. sworn d b 'b d bef .-.................................... to an su sene ore me :;4fe Z,&/ ~ ........ ..,. -. / ~ ~A"....::----/ • q ......... · lie:?e·sa. .. :.:fe·r·N ................................................................ .. This .. ,.t...2,; ... ~ ......... :day ;}-:< .. !:.~~;p .... l_!_6r" "' Guardianship Administrator Signature of Officer~-¢~,~ ................................................................................ -......................................... . • • ~~~. ':1,'''"'' · ··r •: Title of Officer ............................. : ... :: .... : .. :·; ............................................. . ~ .. "LI . • l'J £~~~~-J.j .1¥\l ;,.._ I~..-...:: ~ l ' Office expires .............................................................................................. .. Jrtitinu §ur i\uilit IN THE ORP~ANS' COURT OF WASHINGTON COUNTY FORM USED FOR GUARDIAN-INCOMPETENTS -OR TRUSTEES 93 8 No ............................... of 196 ........... . ESTATE OF .................................................................................................. . ELIZABETH BOOKER · FOR ............................................................................ 2 .••••••.•..•.....••••..•••.............••. ................................... 9:.n ..... +..n.9..9.m:P. .. ~.t..~.n.t. .................................... . minor-incompetent-life tenant WESTERN PENNSYLVANIA NA TLONAL BANK, Guardian Counsel for the accountant shall submit herewith the following, if pertinent: 1. Will or trust instrument-attested. 2. Inventory. 3. Signed elections of items to be taken in kind- if distribution account_ 4. Stipulation or certificate by mifior approving account. • Qll~~~- 0 l . Counsel for accountant. 1 ver N. Hormell ~2 OLIVER N. HORMELL AITORNEY AT LAW 423 THIRD STREET, BOX 637, CALIFORNIA, PENNSYLVANIA 15419 Area Code 412 Phone 938-8970 938-2522 NOTICE OF FILING OF AN ACCOUNT {As required by the Rules of Practice of the Orphans' Court of Washington County, Pennsylvania). Pittsburgh National Dank Washington, Penna. March 5, 1969 Attention: Chas. E. Enlow, Trust Officer In Re: Estate of Elizabeth Booker, an Incompetent Place of Audit: Third Floor, Court House, Washington, Pennsylvania Date of Audit: Monday, March 17, 1969 Time of Audit: 1:30 p.m. E.S.T. Dear :t<lr. Enlow: I am sending you this letter in order to comply with the rules of the Orphans' Court of Washington County, Pennsylvania. The account on the above captioned estate has been filed in the Office of the Register of Wills of Washington County, Pennsylvania. On the above date and time, there will be presented to the Orphans' Court of Washington County, Pennsylvania, a petition to audit this account. An heir of the estate, as well as any creditor, is entitled to notice of the filing of this petition and audit, and, should you so desire, you may appear there at that time. You are not compelled to appear at the audit, but you may have some questions on this estate. If you have any questions, please do not hesitate to write or call me. I shall be happy to give you any information I can, and will do everything I possibly can to answer any questions you may have. Very truly yours, ONHlmn ~9/ File No.66-162-A CERTIFIED MAIL RETURN RECEIPT REQUESTED. OLIVER N. HORMELL ATIORNEY AT LAW 423 THIRD STREET, BOX 637, CALIFORNIA, PENNSYLVANIA 15419 Area Code 412 Phone 938-8970 938-2522 NOTICE OF FILING OF AN ACCOUNT (As required by the Rules of Practice of the Orphans' Court of Washington County, Pennsylvania). Western Pennsylvania National Bank Fifth Avenue at Smithfield Pittsburgh, Pennsylvania 15230 Attention: ~irs. Theresa Lelak March 5, 1969 In Re: Estate of Elizabeth Booker, an Incompetent Place of Audit: Third Floor, Court House, Washington, Pennsylvania · Date of Audit: Monday, March 17, 1969 Time of Audit: 1:30 p.m. E.S.T. Dear Mrs. Lelak: I am sending you this letter in order to comply with the rules of the Orphans' Court of Washington County, Pennsylvania. The account on the above captioned estate has been filed in the Office of the Register of Wills of Washington County, Pennsylvania. On the above date and time, there will be presented to the Orphans' Court of Washington County, Pennsylvania, a petition to audit this account. An heir of the estate, as well as any creditor, is entitled to notice of the filing of this petition and audit, and, should you so desire, you may appear there at that time. You are not compelled to appear at the audit, but you may have some questions on this estate. If you have any questions, please do not hesitate to write or call me. I shall be happy to give you any information I can, and will do everything I possibly can to answer any questions you may have. ONH:mn File No. 66·162-A Your File No. 6-5338-9 CERTIFIED MAIL RETURN RECEIPT REQUESTED. Very truly yours, ~7/ OLIVER N. HORMELL ATTORNEY AT LAW 423 THIRD STREET, BOX 637, CALIFORNIA, PENNSYLVANIA 15419 Area Code 412 Phone 938-8970 938-2522 NOTICE OF FILING OF AN ACCOUNT (As required by the Rules of Practice of the Orphans 1 Court of Washington County, Pennsylvania). Morley Azorsky, Esq. 214 Fifth Street California, Penna. 15419 March 5, 1969 In Re: Estate of Elizabeth Booker, an Incompetent Place of Audit: Third Floor, Court House, Washington, Pennsylvania Date of Audit: Monday, March 17, 1969 Time of Audit: 1:30 p.m., E.S.T. Dear Mr. Azorsky: I am sending you this letter in order to comply with the rules of the Orphans' Court of Washington County, Pennsylvania. The account on the above captioned estate has been filed in the Office of the Register of Wills of Washington County, Pennsylvania. On the above date and time, there will be presented to the Orphans' Court of Washington County, Pennsylvania, a petition to audit this account. An heir of the estate, as well as any creditor, is entitled to notice of the filing of this petition and audit, and, should you so desire, you may appear there at that time. You are not compelled to appear at the audit, but you may have some questions on this estate. If you have any questions, please do not hesitate to write or call me. I shall be happy to give you any information I can, and will do everything I possibly can to answer any questions you may have. Very truly yours, ONH :mn GL-..9/ File No. 66-162-A CERTIFIED MAIL RETURN RECEIPT REQUESTED. • .., < .. OLIVER N. HORMELL AITORNEY AT LAW ... ' 423 THIRD STREET, BOX 637, CALIFORNIA, PENNSYLVANIA 15419 Area Code 412 Phone 938-8970 938·2~22 NOTICE OF FILING OF AN ACCOUNT {As required by the Rules of Practice of the Orphans 1 Court of Washington County, Pennsylvania). Mrs. Virginia B. Miller 212 Garland Drive Carlisle, Penna. 17013 March S, 1969 In Re: Estate of Elizabeth Booker, an Incompetent Place of Audit: Third Floor, Court House, Washington, Pennsylvania Date of Audit: Monday, March 17, 1969 Time of Audit: 1:30 p.m., E.S. T. Dear Mrs. Miller: I am sending you this letter in order to comply with the rules of the Orphans' Court of Washington County, Pennsylvania. The account on the above captioned estate has been filed in the Office of the Register of Wills of Washington County, Pennsylvania. On the above date and time, there will be presented to the Orphans' Court of Washington County, Pennsylvania, a petition to audit this account. An heir of the estate, as well as any creditor, is entitled to notice of the filing of this petition and audit, and, should you so desire, you may appear there at that time. You are not compelled to appear at the audit, but you may have some questions on this estate. If you have any questions, please do not hesitate to write or call me. I shall be happy to give you any information I can, and will do everything I possibly can to answer any questions you may have. Very truly yours, ONH:mn ~o/ File No. 66·162-A CERTIFIED MAIL RETURN RECEIPT REQUESTED. IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENN . ORPHANS' COURT DIVISION IN RE: ESTATE OF ELIZABETH BOOKER, an incompetent. BEFORE: APPEARANCES: ) ) ) ) ) ) ) No. 93 of 1969 HEARING ON AUDIT THE HONORABLE P. VINCENT MARINO, President Judge of the said Court. OLIVER N. HORMELL. ESQ .. of California, Pa., representing the Accountant. MORLEY M. AZORSKY, ESQ., of California, Pa., j TIME: representing P. N. B., guardian for Thomas C. Boo er. Monday, March 17, 1969, at 1:30 o'clock P.M., EST. THE COURT: The Court will proceed with the consideration of t e audit of accounts filed for the first quarter of 1969. We will today consider those listed for audit on Monday, March 17, 1969, at 1:30 o'clock P.M. The first audit is in the estate of Elizabeth Booker, an incompetent,. at 93 of 1969. The Accountant is the Western Pennsylvania National Bank and the attorney is Oliver N. Hormell. Mr. Hormell? MR. HOR MELL: May it please the Court, I have all the necessary papers in this estate. The incompetent is now deceased. And I 2 am requesting that distribution will be made to the Executrix of the incompetent's estate. The exact amount of money which will ulti- ·' mately be administered by the estate, Your Honor will recall, will depend upon the adjudication by this Court which is presently still being considered. I think Mr. Azorsky has a statement he wants to make on this matter also. MR . A ZORSKY: Your Honor, as Your Honor knows, I represent the guardian for Thomas C. Booker, an incompetent. And I wish to sta:e for the record that any claims we had against the estate of Elizabeth Booker, an incompetent, we will now pursue against the personal representative. THE COURT: Yes. Now concerning the matter of the claims that we ha:l heard prior to the death of the incompetent in this instance, I understood that there might be additional counsel coming in with respect to that matter that there might be a possibility that we woul< open up the testimony that was taken in that to pursue that matter further. Do you have any knowledge of that? MR. AZORSKY: I know that I was called by the additional counsel, but other than that, I don't know what papers he's signed or what there is involved. THE COURT: Nothing has been done of record in that respect? MR. AZORSKY: Not as of yet, Your Honor. THE COURT: Do you know anything of that, Mr. Hormell? MR. HORMELL: May it please .the Court, this all comes as a .,, 3 • surprise to myself. I know nothing about it. What additional counsel and for whom? MR. AZORSKY: Representing Fred Killius. MR. HORMELL: He's not a party to the litigation, is he? MR. AZORSKY: He was in the case. He was served. He's some sprt of a party; I'm not sure what kind. THE COURT: The Court will await any matters that are brought to its attention of record and unless that is done, we will proceed to determine the matter of title on the testimony that was adduced thus far. And we will make a determination of that and distribution can be made. Is there anyone else in Court interested in this incompetent's estate? ( NO RESPONSE ) THE COURT: The audit of this account will be ordered closed by the Court . ( AUDIT CLOSED • \. e e < ~ I hereby certify that the proceedings and evidence are contained > ..J > ~fully and accurately in the notes taken by me on the hearing of the above Ill II, ~cause. and that this copy is a correct transcript of the same. 1-Cl z X Ill < 3: ...: (J it ... Ill 0 ..J <( ~ c :l .., X 1-~above IIi 0: Ill 1-0: 0 Q. Ill 0: 1-0: :l 0 u ..J <( 0 ii: ... 0 The foregoing record of the proceedings upon the hearing of the cause is hereby approved and directed to be filed.