HomeMy WebLinkAboutOC1969-0103 - ESTATE OF VAN WOERTIN THE ORPHANS'COURT OF WASHINGTON COUNTY,PENNSYLVANIA
NO.195 of 1964 O.C.
ESTATE OF LENA T.VAN WOERT,INCOMPETENT
FIRST AND FINAL ACCOUNT OF
MELLON NATIONAL BANK AND TRUST COMPANY.
GUARDIAN
February 13,1969
S U M M A R Y
SCHEDULE "A"
PRINCIPAL-PERSONALTY
Receipts 6 \$73 ,088 41Page
Disbursements Page 6 $4,409.62
Amount transferred to Income-I
Persona1t~for payments 14 597 39 19 007 01
Balance $54,081 40
SCHE DULE "B"
INCOME-PERSONALTY
IReceiptsPage8$16,309.07
Amount transferred from
Principal-Personalty for payments 14,597.39
Amount transferred from
Income-Realty for payments 1 649 30 $32,555 76
Disbursements Page 9 32 142 57
Balance 413 19
SCHEDULE "c"I
I
PRINCIPAL-REALTY
Receipts Page 10 7,000 00
SCHEDULE "D"
INCOME-REALTY
Receipts Page $3,486 94
Disbursements Page $1,837.64
Amount transferred to.
Income-Personalty for payments 1 649.30 3 486 94
Balance 000 00
NET BALANCE ~$61,494 59
DVM:aat
,
r
I
Balance consists of the following:
PRINCIPAL-PERSONALTY
Stocks:
General Motors Corporation
150 shares Common Stock
Texaco~Incorporated
317 shares Common Stock
United States Steel Corporation
138 shares Common Stock
Miscellaneous:
Principal balance on deposit in Simplified
Savings Account No.210-36-6106 at
Mellon National Bank and Trust Company
Equitable Life Assurance Society of United States
Certificate of Deposit No.C.D.230872
Jewelry
$13~340 63
23,982 56
7 935 00
$2,020 13
3,077 08
62'i 00
$45,258 19(..
5~722 21....
Mink Coat delivered
(See Exhibit No.1 Page 13)
Equitable Life Assurance Society
Policy No.4642919 delivered
(See Exhibit No.1 Page 13)
Cash advanced
(See Exhibit No.1 Page 13)
INCOME-PERSONALTY
Cash
PRINCIPAL-REALTY
Real Estate situate
137 Ida Avenue,Donora~Pa.
- 2 -
$100.00
1.00 101 00 t.
3 000 00
$54~08l 40
413 19
7 000 00
$61~494 59
SCHEDULE "A"
PRINCIPAL-PERSONALTY
Receipts
1964
Oct.16 Inventory filed $72,651 81
1964 Additional Assets
july 14 Treasurer of United States:
Railroad Retirement Benefits for June,1964 $84 40
Aug.10 Texaco,Incorporated:
Dividend payable 6/10/63 151 00
1965
Mar.-16 Tompkins County Trust Coumpany,Trustee under
Will of E.Grace Vorhis,Deceased
Legacy under Paragraph 16th.of the Will 200 00 435 40
1964
Nov.
Stock Diyidends
16 Received 15.10 shares Texaco,Incorporated,
Common Stock in payment of a 5%stock dividend
on 302 shares declared 10/22/64,payable 12/26/64
to holders of record 11/6/64 000 00
1964
Dec.29
Gain on Sale of Assets
Proceeds sale .10 share
Common Stock at 87.75
Carrying value
Texaco,Incorporated
$8.77
7.57 1 20
1966
Aug.
1964
Aug.
Dec •.
1965
Sept.
Dec.
Exchange of Assets
2 Mellon Bank Simplified Savings Account
No.210-36-6106 Received $9,000.00
in exchange for:
Mellon Bank Savings Account No.20638 9,000.00
Conversion of Assets Without Gain or Loss
15 To reduce principal balance of Savings Account
No.20638 .on deposit at Mellon National Bank
and Trust Company due to withdrawal on
8/15/64 $8,493.49
Carrying value 8,493.49
30 Proceeds sale $7,500.Commercial Credit
Company Demand Notes at 100.$7,500.00
Carrying value 7,500.00
9 Proceeds sale $1,000.Commercial Credit
Company Demand Notes at 100.$1,000.00
Carrying value 1,000.00
8 Proceeds sale $3,000.Commercial Credit
Company Demand Notes at 100.$3,000.00
Carrying value 3,000.00
FORWARD
- 3 -
$000 00
000 00
000 00
000 00
$000 00
000 00
$73,088 41
BROUGHT FORWARD $000 00 $73,088 41
1965
Dec.29 Proceeds-sale $3,500.Connnercial Credit
Company Demand Notes at 100.$3,500.00
Carrying value 3,500.00 000 00
1966
Mar.4 To reduce principal balance of Savings Account
No.20638 on deposit at Mellon National Bank,
and Trust Company due to withdrawal
on 3/4/66 $1,000.00
Carrying value 1,000.00 000 00
Dec.12 Proceeds sale $1,000.Commercial Credit
Company Demand Notes at 100.$1,000.00
Carrying value 1,000.00 000 00
19 Proceeds sale $100.Commercial Credit
Company Demand Notes at 100.$100.00
Carrying value 100.00 000 00
21 Proceeds sale $2,400.Commercial Credit
Company Demand Notes at 100.$2,400.00
Carrying value 2,400.00 000 00
1967
Mar.10 Withdrawal of $100.Deposited at
Interest in Mellon Bank $100.00
Carrying value 100.00 000 00
June 14 Withdrawal of $1,300.Deposited at
Interest in Mellon Bank $1,300.00
Carrying value 1,300.00 000 00
Sept.5 Withdrawal of $1,000.Deposited at
Interest in Mellon Bank $1,000.00
Carrying value 1,000.00 000 00
6 Withdrawal of $400.Deposited at
Interest in Mellon Bank $400.00
Carrying value 400.00 000 00
Dec.•5 To reduce principal balance of Simplified Savings
Account No.210-36-6106 on Deposit at Mellon
National Bank and Trust Company due to withdrawal
on 12/5/67 $529.03
Carrying value 529.03 000 00
1968
Mar.12 To reduce principal balance of Simplified Savings
Account No.210-36-6106 on Deposit at Mellon
National Bank and Trust Company due to withdrawal
on 3/12/68 $430.58
Carrying value 430.58 000 00
FOR WAR D $000 00 $73,088 41
- 4 -
1968
June
Sept.
BROUGHT FORWARD
7 To reduce principal balance of Simplified Savings
Account No.2l0~36-6l06 on deposit at ~e1lon
-National Bank and Trust Company due to withdrawal
on 6/7/68 $725.00
Carrying value 725.00
9 To reduce principal balance of Simplified Savings
Account No.210-36-6106 on deposit at Mellon
National Bank and Trust Company due to withdrawal
on 9/9/68 $1,383.69
Carrying value 1,383.69
$000 00
000 00
000 00
$73,088 41
4 To reduce principal balance of Simplified Savings
Account No.210-36-6106 on Deposit at Mellon
National Bank and Trust Company due to withdrawal
on 12/4/68 -$1,010.00
Carrying value 1,010.00
Dec.
1969
Feb.
1964
July
Aug.
Oct.
1965
Jan.=
1966
Jan.
Dec.
10
23
23
20
21
4
4
21
22
To reduce principal balance of Simplified Savings
Account No.210-36-6106 on deposit at Mellon
National Bank and Trust Company due to withdrawal
on 2/10/69 $2,901.57
Carrying value 2,901.57
Purchase of Assets and Temporary Deposits
$1,000.Commercial Credit Company
Demand Notes at 100.
$500.Commercial Credit Company
Demand Notes at 100.
$5,000.Commercial Credit Company
Demand Notes at 100.
$1,000.Commercial Credit Company
Demand Notes at 100.
$7,500.Commercial Credit Company
Demand Notes at 100.
$3,500.Commercial Credit Company
Demand Notes at 100.
$2,000.Deposited at Interest in Mellon Bank
$400.Deposited at Interest in Mellon Bank
FOR WAR D
- 5 -
000 00
000 00
$1,000 00
500 00
5,000 00
1,000 00
7,500 00
3,500 00
2,000 00
400 00
$20,900 00
000 00I
$73,088 41
BROUGHT FORWARD $20,900 00 $73 ,088 41
1967
June 6 $400.Deposited at Interest in Mellon Bank 400 00
$21,300 00
Cash expended in purchase of assets
and temporary deposits 21 300 00 000 00
$73,088 41
Disbursements
1964
Aug.
Administrative Expenses
15 Dr.William J.Rongaus:
Medical testimony at Guardianship
proceedings and professional services $484 00
1965
Feb.
3
25
John M.Roberts and Son:Jewelry appraisal
Chartiers Cleaners and Furriers:
Fur storage plus packing,insurance and
postage charge sending furs to
Granddaughters of Ward
7 00
6 73
George O.Frazier,Esquire:
Legal fee
Reimbursement payment of Social
Security Taxes for household
employees
Fee re termination 844 80
Mar.
1969
Feb.
10
13
Clerk of
7/16/64
9/4/64
10/21/64
12/8/64
3/10/65
Orphans'Court,Washington
Guardian Certificate
Three Certified Copies
of Order of Appointment
Filing Inventory
Certified Copy of Order
of Appointment
Certified Copy of Order
of Appointment
County,Pa.:
$1.50
4.50
3.00
1.50
1.50
$530.30
14.50
300.00
12 00
13 Mellon National Bank and Trust Company:
Compensation ns Guardian
Amount transferred to Income-Personalty
for payments
- 6 -
3.055 09
$4,409 62
14 597 39
$19,007 01
1968
Jan.
Dec.
1969
Jan.
5
3
6
SCHEDULE "B"
INCOME-PERSONALTY
Receipts
Equitable Life Assurance Society of United States
Dividends on Life Insurance Policy No.4642919
1/5/66 to 1/5/68
Equitable Life Assurance Society of United States
Payments on Certificate of Deposit No.CD230872
12/8/64 to 12/3/68
Treasurer of the United States:
Railroad Retirement Benefits
July 1964 to December 1968
Diyidends
General Motors Corporation,Common
150 shares 9/10/64 to 12/10/68
$23 74
633 86
4 975 40
$3,082"50
$5,633 00
Texaco,Incorporated,Common
302 shares 9710/64 to 12/10/64
317 shares 3/10/65 to 12/10/68
United States Steel Corporation,Common
138 shares 9/10/64 to 12/10/68
$362.40
3,344.35 3,706 75
1 366 20 8,155 45
1966
Aug.2
Interest-Bank Balances
Interest from 7/1/64 to 8/2/66 on deposit in
Savings Account No.20638 on deposit at Mellon
National Bank and Trust Company
Interest from 8/3/66 to 2/1/69 on deposit in
Simplified Savings Account No.210-36-6106 on
deposit at Mellon National Bank and Trust Company
Interest-Demand Notes
Commercial Credit Company Demand Notes
Interest collected during the period
7/22/64 through 12/21/66
Interest-Temporary Deposits
Deposited at Interest in Mellon Bank
Interest collected during the period
12/21/66 through 9/6/67
Exchange of Assets
Interest in Simplified Savings Account
No.210-36-6106 on deposit at Mellon National
Bank and Trust Company received $168.75
in exchange for:
Interest in Savings Account No.20638
on deposit at Mellon National'Bank
and Trust Company 168.75
FORWARD
- 7 -
$1,026 63
816 38 1,843 01
619 54
58 07
000 00
$16,309 07
BROUGHT FORWARD $16,309 07
Conversion Assets Without Gain or Loss
Withdrawal of interest in Savings Account
No.20638 on Deposit at Mellon National
Bank and Trust Company on 8/15/64 $323.63
Carrying value 323.63 $000 00
Withdrawal of interest in Savings Account
No.20638 on deposit at Mellon National
Bank and Trust Company on 3/4/66 $534.25
Carrying value 534.25 000 00
Withdrawal of interest in Simplified Savings
Account No.210-36-6106 on deposit at
Mellon National Bank and Trust Company
on 12/5/67 $570.97
Carrying value 570.97 000 00
Withdrawal of interest in Simplified Savings
Account No.210-36-6106 on deposit at
Mellon National Bank and Trust Company
on 3/12/68 $169.42
Carrying value 169.42 000 00
Withdrawal of interest in Simplified Savings
Account No.210-36-6106 on deposit at
Mellon National Bank and Trust Company
on 9/9/68 $146.31
Carrying value 146.31 000 00
Withdrawal of interest in Simplified Savings
Account No.210-36-6106 on deposit at
Mellon National Bank and Trust Company
on 2/10/69 $98.43
Carrying value 98.43 000 00 000 00
$16,309 07
Amount transferred from Principal-Personalty
for payments 14,597 39
Amount transferred from Income-Realty
for payments 1 649 30
$32,555 76
- 8 -
SCHEDULE "B"
INCQME-PERSONALTY
Disbursements
13 Mellon National Bank and Trust Company:
Compensation as Guardian
1964
Aug.
1969
Feb.
1964
Aug.
20
15
15
15
Administratiye Expenses
Accrued interest paid on purchase of assets
7/22/64 to 8/20/64
Distribution
Payments made on behalf of Ward per
Court Order dated August 10,1964:
George O.Frazier,Esquire:
Reimbursement Life Insurance Premium and
Nurse's services paid on behalf of Ward
Ada Sarber:
Housekeeper's salary and miscellaneous expenses
Elsie Sarber:Practical nursing services
$16 08
978 54
$84 41
67 61
130 00
L
$994 62
DuValls Ax Drug Store,Incorporated:Drugs 5 85
211 60
Dec.
1966
May
1968
June
17
2
8
Blue Cross of Western Pennsylvania:
Hospitalization Insurance Premiums
from 7/24/64 to 5/2/66
Equitable Life Assurance Society of
Premiums on Life Insurance Policy
No.4642919 -6/8/65 to 6/8/68
Less refund overpayment
United States
$84.86
7.22 77 64
2 Medicare Supplenentary Insurance Premiums
from 7/21/66 to 1/2/69
Nov.
Dec.
1969
Jan.
4
3
George C.Wright,M.D.:
Professional services -8/15/64 to 11/4/68
Beatrice Lawson Nursing Home,Incorporated:
Room,Board,Drugs,Nursing care,Beauticians
Fees and incidental expenses from
10/22/64 to 12/3/68
343 00'
30,124 84
103 00 31 147 95
$32,142 57
- 9 -
SCHEDULE "c"
PRINCIPAL-REALTY
1964
Oct.16 Inventory filed
Receipts
-10 -
$7,000 00
SCHEDULE "D"
INCOME-REALTY
Receipts
Real Estate Situate
137 Ida Avenue,Donora,Pa.
Rent received during the period
10/12/64 through 1/22/69
Miscellaneous
2 Donora Real Estate Company:
Refund premium due to the cancellation
of fire insurance on Real Estate
Disbursements
$3,420 00
66 94
$3,486 94
1967 Administratiye Expenses
June 19 R.A.Paynter,Incorporated:
Payments for Public Liability Insurance
from 9/29/64 to 6/19/67 (Expires 12/17/69)$31 45
1968
June 5 Taxes:
Treasurer,Borough of Donora
Borough Real Estate Taxes for years
1965 through 1968 $181.69!'.
July 30 Treasurer,County of Washington
County Real Estate Taxes for years
1964 through 1968 171.73
Aug.28"Treasurer,School District of Donora
School District Real Estate Taxes for
years 1964 through 1968 566.67 920 09
1969
.Inn.22 Donora Real Estate Company:
Commission on rent co11ec ted 177 60
Feb.13 Me 110n National Bank and Trust Company:
Compensation 136 80 1 265 94
FOR WAR D $1,265 94
-11 -
1964
Aug.
BROUGHT FORWARD
Expenses
15 West Penn Power Company:
Payment for electric service
Less refund overpayment of bill
$10.98
4.16 $6 82
$1,265 94
15 Columbia Gas of Pennsylvania,Incorporated:
Payment for gas service
15 Donora Lumber Company:
Payment for replacement of broken window
15 R.A.Miller:
Payment for repairs
7 50
3 15
8 82
19 Bell Telephone Company:
Payment of final service bill
1967
July
1968
Aug.
7
22
Donora Real Estate Company:.
12/5/66 Plumbing repairs .
8/15/64 Rent and fire insurance
premium
7/24/64 New York Fire Insurance
Company:Fire insurance
c.ompany premium
7/7/67 Reliance Insurance Company:
Fire insurance premium
(Expires 7/10/70)
Ray Bergamasco:
Payment for removing from steps and
installing new concrete steps
Amount transferred to Income-Personalty
for payments
-12 -
$3.47
132.50
40.50
46.00
7 94
222 47
315 00 571 70
$1,837 64
1.649 30
$3,486 94
EXHIBIT NO,1
Advancement on account of distribution:
PRINCIPAL-PERSONALTY
JoAnne Rongaus and Suzanne Furnier,
Granddaughters and Heirs of Lena T.Van Woert:
1/26/65 Mink Coat
George O.Frazier,Esquire,Executor
Estate of Lena T.Van Woert,Deceased,
Equitable Life Assurance Society of
United States Life Insurance Policy
No.4642919 delivered 1/20/69 $1.00
$100.00
2/10/69 Cash
-13 -
3,000.00 3,001.00
$3,101.00
COMMONWEALTH OF PENNSYLVANIA )
.SS
COUNTY OF WASHINGTON )
ARLIE W.OTT,Trust Officer of the MELLON
NATIONAL BANK AND TRUST COMPANY,the above named Accountant,being duly
sworn according to law deposes and says that the disbursements shown in
the account have been made to the parties entitled thereto;and that the
account as stated is true and correct as he verily believes.
Sworn to and subscribed
before me this ~l--tl day
A.D.1969
~tary Public
SARA M.v~.:'r.:',c.:'-I P'Jblic
Washington,~·"."."C..>~ty,Pa.
My CO;,"•.·i .;5
Octob~r i·i,1:"J
REQUEST FOR DISTRIBUTION
Accountant requests that distribution be determined
by the Court in accordance with the Petition for Distribution to be offered
in evidence at the audit of this account.
Mellon National Bank and Trust Company,
Trust Officer
'r,
SIS
·F····'I E'"D":'.'Lm;.':t
'69 MARZOP.H']
ORPHANS'COURT OF WASHINGTON
COUNTY,PEN.N~Y}..v ANIA11).3 -r/~~4
NO.195 of 1964.0.C.
ESTATE OF
LENA T.VAN WOERT,INCOMPETENT
IN THE
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FIRST AND FINAL ACCOUNT OF
MELLON NATIONAL BANK AND TRUST COMPANY
GUARDIAN
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GEORGE O.FRAZIER
Attorney-at-law
Thomas-FraZIer Building
DQnora,Pennsylvania 15033
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No.103 .of .19~.A.A.:'}'
an Incoxnpet'ent
In re Audit of Account in Estate of
LENA T.VAN WOERT,
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1.FOR
AUDIT
for 1\ppraraurr
Accountant
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-,GEO;O.FRAZIER,ESQ..r
Attorney
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11n tl1r .(@rpl1unn9 QtOU1~t of mU£i11iu9tou OInituty
In the matter of the Audit of Account in
Estate of'LENA T•VAN WOER T •
an Incompetent
TO THE AUDITING JUDGE:
No,103 .of .19~.4.A.
I"
Enter my appearance for__-:-""_..::A:.=..:c::..:c:::.'o~u~n~t~a=:n~t -:-~_
~.
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.103 of 1969
In Re:
Estate of
LENA T.VAN WOERT,
Incompetent
MELLON NATIONAL BANK
AND TRUST COMPAN~
GUARDIAN
Praecipe for AppearanG,e.-1,0'-')'"--a'..·.,.;.'-J'.,
Short certi;@~teushowtflgappoint-
ment of ~cf..?~Fra..e~s
Executor;;;of:::E~'~ate(l:r'Le~a.'1To'
G?rr'".,l.,.,--~.t t,Van Woe:til,;:tl!Je~easer4>"0'r-a
Notices of=AuCijikto r~du.irv
legatees ~~~Will~:r=::;(.,oJ.
Election o~~e:outor to take 1n•.(J"I.
kind.'<..n .
Copy of Guardian's Inventory
GEORGE O.FRAZIER
ATTORN EY AT LAW
CONORA,PENNSYLVANIA
..
OInmmnUtuJ!altl1 nf J~ttu!iyluattta
Jeiu.6hiugton (llounty..6.6:
I,~.~.~.~~}.~..}!~.!..~.~.?Register for the probate of Wills,
and granting letters of administration within and for said County and State,do hereby certify that the records
of my office show:
Lena T.Van WoertThat..
of P.9.~Q.~~,in the said County,died on the..J..§.t..~day of .J~nh!g..r..y..
A.D.19..§~..testate;that said will was duly probated on the..li?.t.h.,day of...J.~n.IJg...:r..Y...
A.D.19.§.~and recorded in vVillBook No 1.Q.7.Page M
That g.~.9..~9..~!.~r.~..~.~.~.!'.
w ~..§in the said testament named to be Execut or thereof:that letters testamentary upon the
estate of the said ~~.D:~r;r..!.y.~.D:y.{.Q..~.r..~.
..............................................................................were issued on the..1.;?.t.h.~day of..~~.D:.~~.r..Y.:19.J?~..
to the above named Execut or and that he w..a.s.duly sworn as the law directs.I hereby
certify that the above appointment is in full force and effect on this date.
IN TESTIMONY WHEREOF,I have hereunto set
my hand and affixed my official seal at Washington,
Pennsylvania,this.J.~Jh.!day of...~~.~~.?-.T..Y..
A.D.,19 f>.9...~~~
............a 0
Register
---
'.,.
"GEO.O.FRAZIER
Attorney at Law
Donora,Pa•.
15033
March 3,196'
Mrs.Joanne T.Rongaus
6402 Bell Tree Lane
ItUnt,Michigan 48504
Dear Joanne:
The audit of the account ot the Mellon National Bank
and Trust Company.Guardian of Lena T.Van Woert.an !ncompe..
.~tent.has,'b,,e,en,fll,ed'an,',d,,t,he aUd,it,the,re"of w,ill,·,be held in th,e or,Phan,S'Court of Washington County,Pennsylvania,Courthouse,Washington,
Fa.•on Monday.March 17.1969,at 1:30 o'c1~ck,P.M.1 am en-
closing a copy of said account which shows a net balance of $61,494.59.
After the Court approves the account.the Court will
Oban,d down a schedule of distribution "bOwing the amount of the estate.
wbich will be turned over to me as executor of the estate of the said
Lena T.Van Woert.1 will send you a copy of the audit decree when
it is banded down by the Court.
After the audit and the asseh are turned over to me,
wUl from time to time send you a copy of all papers iiled by me as
executor of the estate.
My personal regards to you and your family.
Very truly you~.~
GOF:ht
Encl.1
,.
';'"
GEO.0 ..FRAZIER
Attorney at Law
Donora;r Pa.
15033
•March 3,1909
Miss Suzanne Furnter
608 Sackett Avenue
C~yahoga Falls.Ohio 44ZZ1
Dear Suzanne:
The audit of the account of the Mellon National Bank
i\nd Trust Company,Guardian of Lena T~Van Woert,an Incompe-
tent.has been filed.and the audit thereof will be held in the Orphans·~Court of Washington County,Pennsylvani.a,Courthouse,Washington,
Pa.J on Monday,March 17,1969,at 1:30 otc1ock,P.M.I am en-
closing a copy -of said account which shows a net balance of $61,494.59.
Afte~the Court approves the account,the Court will
"hand down a scbedule of distribution showing the amount of the estate,
which will be turned over to me as executor of tbe estate of the said
Lena T.Van Woert.1 will sen~you a copy of the audit decree when
it is handed down by the Court.
'My personal regaX"ds to you.
Very truly yours,ff
([J.\~
.After the Qudit and the assets are turned over to me,
I will from time to time send you a.copy of all papers filed by me as
executor of tbeestate.
GOF:ht
Encl.1
R,
IN THE
ORPHANS'COURT OF WASHINGTON COUNTY t PENNSYLVANIA
In Re:Estate of
LENA T.VAN WOERT,
an Incompetent
No.103 of 1969
ELECTION TO TAKE IN KIND
I,Geo.O.Frazier,Executor of the Estate of Lena T.
Van Woert,in addition to cash balance"after payment of audit costs,
to be distributed to me,do hereby elect to take in kind from the
Mellon National Bank and Trust Company~Guardian of Lena T.Van
Woert,an Incompetent,the following assets as shown in the first and
final account of said Guardian:
150 Shares Common Stock
General Motors Corporation
317 Shares Common Stock
Texaco Incorporated
138 Shares Gommon Stock
United State s Steel Corporation
Equitable Life Assurance Society
of United States
Certificate of Deposit No.C.D.230872
Jewelry
Real Estate
137 Ida Avenue"Donora,Pa.
23,982.56
7,935.00
3,077.08
625.00
7,000.00
The Courtts attention is called to the fact that the said
Mellon National Bank and Trust Company has heretofore advanced to
the Executor of the Estate the sum of $3~000.00 in cash,and Equitable
Life Assurance Policy No.4642919,.car.ried at the value of $1.00 as
shown at page 13 of the account,.and receipt filed herewith.
The Courtts further attention is called to the fact that the
said Guardian has heretofore advanced to JoAnne T.Rongaus and
Suzanne Furnier,the granddaughters of the said Lena T.Van Woert,
·,.•"
and sole residuary legatees under decedent1s will"the following assets
as shown at-page 13 of the account,.and receipt filed herewith:·
Mink Coat appraised at $100.00.
Dated March 14,1969.
Witnesseth
Executor of the Estate of L
Van Woert
'..,-"I "~J ..,"',".~'
STATE OFPENNSYLV~NIA,t'~OUNTY OF WASHING;ON,f SS:
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.............................................................................................................................._--;-~t··.·······~..·_·..··_···_..··.·_·...
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....,wh~,",ingduly sworn,deposes and says that the following ill a ltIle and oorrect'I",.,lo.'x~Stote--,'.'i....
ment of the personal and real property which are of the estate of the above named minor'."'..'i
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NOTE-If real estate,.give street and number,Ward.of City,Borough or TownShip,and
County,and reference to Deed,Mortgage,Volume and Page.
If cash in 'bank,give name of same...$79"651 SI"j::========!::================~===~~~~~=
In Re:
No.103 of 1969
I I .,
,~.
~,.
Estate of
LENA T.VAN WOERT,
an Incompetent
RECEIPTS FOR ADVANCEMENT~
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~GEORGE O.FRAZIER
ATTORNEY AT LAW
DONORA,PENNSYLVANIA
Form for Guardian or Trusteej
'rlitinn ~ur 1\ubit
1Itt IDl1r (@rpl1atts·Qtonrt of lIuBl1iugtott QIoUlttg
Estate of ~~.!.i~!.+Y.~E W.Q~.RJ...
For .
XMMM'-incompetent~
Date of trust.)'"
or guardianship J.u.ne .2.3.1.9.6:i ..
If there have been.former accounts
."filed in thIS estate,list:
Filed at No HU of 196..9..
Fiduciarr........~·~·g·~~·..~~·t~?~~!!?.~.p..~..~gg I.r..Y.§J.
...~.~~p.~.~Y..~9:~::.::.~.~~~.
Place o~record #195 of 1964ofappoIntment,.
,.:-.
Reaso~for filing.this account !?.~.~!.~..gJJgS.Q.:mP..~.t~..ntol J.~.nuaz:¥1.,.1.9.6~,..,:~.
.,)
All persQns h~ving any,interest,vested or contingent (including claimants),in the fund now ,be,f.ore the Court,
with the nature of their interests are:_
George e.F-razier,Executor Estate of Lena T.Van Woert,Deceased
C',
-)
."';
All of said parties have received notice as required by the Court Rules except as follows:
None'"
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
\.'
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..:;..~.~
Balance for distribution per account,
Additional debits not shown in account:
(Indicate whether income or principal)
Principal:
Withdrawal of Mellon National Bank &
Savings account No.210 -36-6106
Carrying value
Additional credits not shown in account:
(Indicate whether income or principal)
Principal:
Register of Wills,Washington County:
Cost of filing .First and Final Account
Principal
Income
Principal-Realty
Trust.Company
>$2,020.13
2,020.13
Total additional debits
Total additional credits
$..?.1:.1..9..~J..~..49..
413.19$.
7,000.00
$::.9..:..
30.00
$30.00...................................................
Balance for distribution Principal $........?~.t.9.?1.40.....................................
Income
Principal-Realty
Total
.,i.
$1;.~}.~.J.9..
7,000.00
$61.•..4.6.4•..5.9...
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:
Principal:
Stocks
Equitable Life As surance Society of the U.S.,
Certificate ofDeposit,No.C0230872
Jewelry
-Mink coat -advanced
Equitable Life Assurance Society,Policy:No.
4642919 -advanced
Cash advanced
Cash on hand
Income:
Cash on hand
Principal-Realty:
137 Ida Avenue,Donora,Pa.
1
$45,258.19
3,077.08
625.00
100.00
1.00
3,000.00
1,990.13
413.19
7,000.00
$61,464.59
••\ f
\
Set forth accountants sugg'estion as to manner and form of distribution to be made,awards to be stated in pro-
portions unless specific amounts or items are designated by instrument under which estate is being distributed:
Accountant respectfully requests Your Honorable Court to award the
balances,principal and income.~f,y<.~~to
George O.Frazier,Executor Estate of Lena T.yan.Woert,Deceased,
with credit for the advancements as shown and discharge of guardian.
'---~.
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• I
COUNTY OF WASHINGTON,
COMMONWEALTH OF PENNSYLVANIA,
And your petitioner will ever pray,etc.
.MeHon National Bank and Trust Company,
Guardian Estate of Lena T.Van Wrert,·..a:Ii..lIi·C'ompe·fenf · · · · · ·..
a·fA}Ilrr../.J2y.·;·..···..· ·..b,;,~·?L/....
Trust OfficerThis~...t.4::day of M~.~£E:l 96..?.
Signature of Officer;#~~2e.7..,...~~..y~..
Title of Officer Ng.~~.!..y R~.1?g.~..
Office expires ~!..d:.~(,tj.7..?.
SARA M.VAN KIRK,Not2ry Pl:blic
'Ulishington,Washington County,Pa.
My Commission Expires
October 14,1970
The above named Fiduciary or representative thereof,
being duly !t~.Q!P.:.doth depose and say that the
facts set forth in the foregoing petition are true to the
best of..H.~knowledge and belief.
....~.$.Y.{.Q.~.:r.:to and subscribed before me
t
'rtitinn &ur ~bit
IN ntE
ORPI-IANS'COURT
OF WASI-tINGTON COUNTY
FORM USED FOR GUARDIAN-INCOMPETENTS
-OR TRUSTEES
No _..lQ.J.of 196 2._
ESTATE OF ~.~~~T~.Y.~.~W.Q~~.!.
FOR _
_-~incompetent~
Mellon National Bank and Trust
...q.~.!.!?:P.~.~Y..L ..g~.!..9:!~.
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.
George O.Frazier
...........................u .
Counsel for accountant.
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~u t4r (@rp4aus'<t!aurt af lIas4tugtan araituty
In the matter of the.Xt.:r.~L0.t)A.:f.'.tm~J .
Account of.M§J~.9.g..N~t.i:Qn9J.B.m].k.9._nQ .
Trust Co.Guardian.....................,.
ESTATE OF
Lena T.VanWoert....---_}.
an incompetent,----___..___..--..----__-_.______-_-----.
now deceased.
No..JQ.~Of 19..9.\1......,~
ADJUDICATION AND DECREE
And now._...M.~r.~b.......~:9 __....._,19_6.9....,this matter came on for he'aring,
audit and distribu'tion at this session and testimony taken;and thereupon,upon due considerationt1rieo46t~e~alancefor distribution in the hands of the Accountant is determined to be$)___.~__JL___..___and the account is accordingly confirmed;and it is ordered,
adjudged and decreed that the said balance be paid out by the Accountant in accordance wi'th the
schedule of distribution hereto attached and made a part hereof,unless exceptions hereto be filed
sec.reg.or an appeal be taken herefrom sec.leg.
Balance per account _.
SCHEDULE OF DISTRIBUTION
--&_-L'20 '"/J·························~~······~VJ
•.••••-•••...••...•-.-.•.o••(J.{....~.~;..
Additional credit asked at audit 30.00
Balance __.__._____
Deduct Clerk's Costs &,Receipts..
Attorney Q~Q.r.g~..Q.•...fr.§..~.t~:.r - - -.
George o.Frazier,Executor of the will of Lena T.
VanWoert,an incompetent,now deceased,balance,for
administration,including the follOWing assets,and cash,
held in kind and distributed as such at the value as shown,
credit to be taken by the accountant for funds and items
advanced prior to distribution by the Court:
57.50
$61,407.09
~.:3 /1/;,
~~.,$••rJ -!?
e~/~
~tR.c.
1.00
100.00
3,077.08
625.00
7,000.00
150 shares common stock General Motors
Corp.$13,340.63
317 shares common stock Texaco Inc.23,982.56
138 shares common stock D.S.Steel Corp.7,935.00
Equitable Life Assurance of D.-S.,
certificate of deposit #C.D.230872
Jewelry
Real estate at 137 Ida Avenue,Donora,Pa.
Equitable Life Assurance Policy #4642919
carried at a value of
Mink coat delivered valued at 61407.09
No balance
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IN THE ORPHANSt COURT OF WASHINGTON COUNTY,PENNSYLVANIA
RE:ESTATE OF LENA T.
Van WOERT,an
INCOMPETENT
I
1
1
No.103 of 1969
RECEIPT FOR ADVANCEMENT
TO THE HONORABLE,THE PRESIDENT JUDGE OF SAID COURT:
I,GEORGE O.FRAZIER,Executor of the Estate of Lena T.
Van Woert,hereby acknowledge to have received from Mellon National Bank and
Trust Company,Guardian of the Estate of Lena T.Van Woert,an Incompetent,
The Sum of Three Thousand ($3,000.OO)Dollars as a principal advancement,and
request Your Honorable Court to charge the same to me in the Decree of Distri-
bution to be entered in said Estate.
In consideration of this advancement being made prior to the
filing and audit of a First and Final Account,I hereby agree to refund on demand,
all or any part of this advancement which may be determined to have been improperly
made.
WITNESS:
DATED this /1--day of February,1969.
-.
IN THE
ORPHANS'COURT OF WASHINGTON COUNTY,PENNSYLVANIA
In Re:Estate of
LENA T.VAN WOER T,No.103 of 1969
an Incompetent
RECEIPT FOR ADVANCEMENT
I,.Geo.'0.Frazier,Executor of the Estate of Lena T.
Van Woert,hereby acknowledge to have received from the Mellon
National Bank and Trust CompanyI Guardian of the Estate of Lena T.
Van Woert,an Incompetent,as an advancement Equitable Life As-
surance Policy No.4642919"carried by said Guardian in its inventory
and account at the value of $1.00.
Dated March 14,1969.
,/Executor of the Estate
Lena T.Van Woert
Witnesseth
IN THE ORPHANS'COURT OF WASHINGTON COUNTY.PENNSYLVANIA
I
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i ESTATE OF·LENA T.•'VAN
WOERT,AN ALLEGED
,INCOMPETENT
,.)
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(
)
No.195 of 1964,o.c.
RECE'IP.T
WE,Jo~NE RONGAUSand SUZANNE P:tAtN1ER,granddaughters
o '•
t-..d......'?and heirs of Lena T.Van Woert.hereby acknowled.ge to have received from
;~,~
~ellon National Bank and Trust Com,pan~.Guard1anofthe Estate of Lena
T.Van Woert the {oll?wing ~t~ms at thea:epraised values:
Fur Coat.very old.
Fur Neck Piece,very old
Mink Stole
?-0-
$100.00
t)
W'erequest your Honorable Court to credit the above named
Guardian with this advanc:ementand to""charge'uls with,the apprailSedvalue
of the same in the f'inalDecree of Distribution to be entered upon discharge
.-j '.of the Guardian..
In consideration of this advancement being made to us at this time.
,,
we agree to return aU or any part thereof .hould it later appear for any
reason eaid'advancement should not have been made.
DATED this 26th day of January •1965.-----------'
WITNESS:
.~'to ~...
"'<l <~.~
/ s I Celia E.Duckwall
Notary Public
Commission expires;M~r.15,1967
...t'......'.'.,.'.
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·of:",..:....;,.•~:~.",~
,+~~•
Signed"in my.presence by Suzanne
.Fu'rp.ier t~is 28th January 1965
~:~.,",..,~..;....'~.~.
/ s /Earl R.Frank,Notary Public
'I.-:..//6.,.¥y C9mm.Exp.3 20 8
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PENNA.
THE HONORABLE P:VINCENT MARINO,
President Judge of .the said Court:
HEARING ON AUDIT
an incompetent.
ESTATE OF
IN RE:
IN THE COUf~T OF COMN1f>~k\;;~OF WA~HINGTON COUNTY,
"' . •06ORPHAN~~c~uR2r'DIVISION
\<j'G~N?t\'"
~M~R\~Q
..R~(;)SE\'~hf ~n\.lS
\l.'t.u\S\'C.:)
)No.103,of 1969
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LENA T.VAN WOERT,
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0(~>-en'zz1&1Q,
ioI-o,~BEFORE::ren0(~
•
..=~
II:APPEARANCES:Iiiii
oJ0(
~c~TIME:
%..,..
til
GEORGE O.FRAZIER,.ESQ.,of Donor,a,Pa.,
representing the Accountant.
JYIonday,'March 17,1969,at 1:30 o~clock P.M.,
E:ST •
and Trust Company and the attorney is George O.Frazier.Mr.
Woert,an:,inc:ompetent.
Frazier?
iii0:1&1~THE COURT:oQ,
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MR.FRAZIER:0'
Number 103 of 1969,the estate of Lena T.Van
The Guardian is the Mellon National Bank
.If Your:'Hon~'r.ple~'se"the incompetent'in this cas ,
.'":..."'~•J
Lena T.Van Woert,died ort,January 1,1'969.And this is the first
and final account of the guardian.The decedent left a will;I am
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the executor of the es tat e.I have to pres ent to the Co~rt my
Praecipe for appearance and a'short certificate showing my appoin -
2 :
ment as executor,and notice of the audit that I gave to the residuary
legatees under the will and the election of the executor to take in kine,
and also a copy of the guardian's inventory.The estate shows a
balance for distribution,that is the guardian's estate,of $61,464.59
made on there for the Court's information of the advancementsHhat
coat and also the othe r advancements made to the executor.
guardian.There's,also been :s'om_e.advancement in this estate
advanced to the executor an insurance policy which was carried ..
..
a mink coat which had a value of $100.00;
..
Mr.Frazier,the dec edent died,as I unders tarid•
4 •:"',,".'.,.
,
That's tight:
A good bit of those assets are in kind and I have th~election of the
I have my ·election to take in kind and also notation
legatees under the will,
they have advanced to the executor the sum of $3,000 in cash;and abo
by the guardian.They advance to the two granddaughters,residuary
executor to take in kind the ass ets that are still held in kind by the
.
in January.1969.Is that correct?
by the -guardian at $1.00.
have been made ..I.have the receipts for the advancements ·of the.
.~-,j •••••
MR.FRAZIER:'
THE COURT:
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'THE COURT::Now what type of advertisement was made here?
MR.FRAZIER:There was no advertisement made as I know of by
the bank.We made,'of course,the advertisements required in the
estate.Letters have been issued under the will to me as the execu or
3
of the estate and I,oLcourse,have given the notice required and
publication for the purpose of this audit ..The only pe,rson interes ted
in it is the granddaughters.And I gave them written notice,sent
,.them a copy of this account and also written .notice that the audit•would be held today.
coming in and presenting a claim within the six-months period?
would be up to the executor'to consider the claim and if itrsa propel
claim,the execu~or would pay"it.'I don It know,Your Honor,whethe
What would prevent somel ne
.,.'
Yes .
You mean against the guardian?
~
f',•
Well,if that ha'pp'ens,"why,.thEm:of course,it
What I am thinking of is the matter of the six mont s
~.~.
there's any,provision f~r a guardian 'Ofl a'n incom petent to advertise
period elapsing since the advertisement.
THE COURT:
zol-e>z MR.FRAZIER:
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a:MR.FRAZIER:~Iii
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<THE COURT:z<>.J
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.the person mi'ght be in,a jam if someone would present a claim that
the filing ofhis account.
provision in the Court rules.
THE COURT:
What I am wondering is whether
There is a provision in the law and there is a
I'm surprised that the bank didn't---
There is such a provision.
MR.FRA ZIER :
iiia:1&1I-a:oD.
III
a:THE COURT:I-a::loU
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would possibly be litigated.You say if the claim is a good claim
they'd pay it but suppose you had a claim that looked as though it
should be litigated?
.'
4
MR.FRAZIER:Well,after adjudication,if it was found to 'be .
a good claim,we'd pay it.
THE COURT:Welltheri should we close,the audit while some-
thing like that might still be'pending?We should try to pr~teet the
executor,that the only notice that they need to give is to the executo
residuary legatees under the wilL
r.
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Well,we will follow your desires in the matter,
That was proper but that won't take care ,of any
I think the bank's positIon on the thing,of course,
Well,I'm pretty certa,in that th~re isn't any
Frazier.
..•!IO.•~
would be,::would he the last month-or so.,~~:~'-''-::':,Or ,"':?'.tij;·~"'-·''<
fiduciary here..
claims against the estate and if there a:e~why,this won:an was
I don't know what their thinking was on the matter~but their thinkin
pos sible claimants against the estate.
MR.FRAZIER:I think,if the Court please,as executor,we will~'".f'."~.#\"~{_,:"I
~_.".:;../.'.~~
see that the claims are taken care'of.Unless we feel a,s though
And at the same time I 'took theiIl;itiative and gave notice fo the
wa~that since the money,everything was to be turned over to the
in,thenu:r:sing home the last five years.Andtthe only claims that
THE COURT:
MR.FR,AZIER:
THE COURT:
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they are fraudulent and I don't,think there will be any fraudulent
claims.
.THE COURT:'If you should desire that distribution be withheld
------.------------""\
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5
·up.til the six-months period has expired,we wi~l do that.for you.
MR.FRAZIER:Well,I'm taking in kind all except the cash.They
have advanced me $3,000.I'have that money with me,with the
exception of the amount that I paid forthe"funeral expenses,so I
NO RESPONSE
The audit of th~s account is ordered dos ed by the
All right.Is there anyone els e in Court intereste
( A UDIT CLOSED ),
Court.
in this es tate?
,,
feel as though as executor that I am in pretty good shape on the thin
The foregoing recor~of the p ceedings upon the hearing of th
above cause is hereby approyed'and 'di~ected to be filed.
cause~and that this copy is a correct transcript of the,same..l,+'.'
I hereby certify that ~he proceedings ap.d evidence are containe
fully and accurately in the notes taken by me on the hearing of the above
THE COURT:
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P.J./
j
IN THE MATTER OF THE ESTATE:OF
LENA T.VanWOERT ,an
incompetent now DECEASED,
}IN THE ORPHANS'COURT IN AND FOR WASHINGTON COUNTY.PENNA.
103 of 1969·NO.---"-..::;,---=-=-"'-'--=--=----::-_
I.GEORGE O.FRAZIER,Executor of the Will
KNOW ALL M EN BY THESE PRESENTS.THAT_---lo.I.JfL..lLl.U:ei...ln..ua:a.-T..........o--V.J<..£a....nu.WJ..L.....ou:e...r....t..",...·_
DO /HEREBY ACKNOWLEDGE TO HAVE RECEIVED FROM MELLON NATIONAL BANK AND TRUST COMPANY..,....:.._G"'''-'l....l ...a.....rud........ia......n.L _
I
OF THE ESTATE OF Lena T.VanWoert,an incompetent,now DECEASED.THE SUM OF
Sixty:'-O.p.e Thousand Four Hundred Seven and 09/100---------+.,,61,407.09 -----I DOLLARS
-1
IN FULL OF THE AMOUNT AWARDED ME UNDER THE DECREE OF THE ORPHANS'COURT OF WASHINGTON COUNTY.PENNSYLVANIA MADE
)
J
AT No.__.J__--'luOc.,3oL---"o....f----.....1.J-9.....6:+9 _
I
),See Over
)
,2(:,WITNESS MY HANDAND SEAL THIS_----=..,....:..'--'-DAY of__----'''M'''''''a~r....c'-'h''''_19 69,_,/
'J y/WITNESS_;-+-+-'~~.=--'~t}c~~,_r"~_/~--=-«)-"--~~'~=----~
O.Frazier,Ex tor of the \.~
Lena T.Van Woert
W.8282
NO.;103 of 1969
)
ORPHANS'COURT
)
ESTATE OF
Lena T.·Van Woert,an In-
cOInpetent,now deceased
.DOCKET PAGE I:.,J I
1.RECEIPT).
-.J
FROt.(!
George 0:Frazier~~Executor 0
the Will of Lena ;r.~Van Woert
TO ~
Mellon Na tionalBank and T rUB
COInoanv.Guar,dian
FILED 19__
.~
.~
Stocks
Equitable C.of Dep.
Jewelry.
Life Insurance ,Policy
,..JRea'l Estate (.)
Mink coat advanced
Cash advanced
Principal cash'
Inc6Ine cash
-i
$45,258.19
3,077.08
625.00
1.00
7,000.00
100.00
3,000.00
1,932.63
413.19
$61,407.09
'.....,.:..v'.,-
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