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HomeMy WebLinkAboutOC1969-0104 - ESTATE OF MCCORMICK'IN THE ORPHANS I COURT OF WASHINGTO.N COUNTY,PENNSYLVANIA NO.453 of 1966 O.C. I ESTATE OF,EDNA BLANCHE McCORMICK TUCKER,INCOMPETENT , FIRST AND FINAL ACCOUNT OF MELLON NATIONAL BANK AND TRUST COMPANY GUARDIAN January 24,1969 I $4,300 44 295 78 000 00 $4,596 22 S U M M A R Y : SCHEDULE "A" PRINCIPAL-PERSONALTY Receipts Page 3 $325.10 Amount transferred from Principal-Realty to cons 0 Udate 4,748.91 $5,074 01 Disbursements Page 4 $708.25 Amount transferred to Income- Personalty for payment 65.32 773 57 Balance SCHEDULE "B" INCOME-PERSONALTY Receipts Page 5 $291.26 Amount transferred from Principal-Personalty for payments 65.32 $356 58 " Disbursements Page 5 60 80 Balance SCHEDULE "c" PRINCIPAL-REALTY Receipts Page 6 $4,748.91 Disbursements Page 6 Amount transferred to Principal- Personalty to consolidate 4,748.91 - Balance NET BALANCE I RLN:1:IHt ! --..----._---_.-- Balance consists of the following: PRINCIPAL-PERSONALTY Cash on hand INCOME-PERSONALTY Cash on hand - 2 - $4,300 44 295 78 $4,596 22 I - 3 - 1967 Feb. May SCHEDULE "A" PRINCIPAL-PERSONALTY Disbursements Administrative Expenses 23 J.C.McCleery: Appraising Real Estate Expenses re real estate situate Route No.40 East So.Strabane Town.ship,Washington County,Pa. 2 S,W.Miller Agency: Payment of one year premium from 5/17/67, Fire Insurance Policy No.F53-37-99, Glen Falls Insurance Company 10 Register of Wills,Washington County,Pa.: Certified copy of Order of Appointment $25 00 17 00 2 00 1969 Jan.23 Samuel Goldfarb,Esquire: 2/17/67 Costs advanced 2/17/67 Legal fee re Petition 1/23/69 Fee on termination $14.25 150.00 200.00 364 25 24 Mellon National Bank and Trust Company: Accountant's compensation 12/28/67 Amount transferred to Income-Personalty Account for payments _ 4 - 300 00 $708 25 65 32 $773 57 1967 Aug. SCHEDULE liB II INCOME-PERSONALTY Receipts Interest-Savings Account Mellon Bank Savings Account Interest eat"ned from 7/1/67 through 1/10/69 Misce llaneous 17 R.A.Paynter Incorporated: Refund of premium due to cancellation of Policy No.720,under Liability Policy No.ALB43204,Insurance Company of North America Amount transferred from Principal-Personalty for payments Disbursements $275 26 16 00 $291 26 65 32 $356 58 1967 Adminls trative EXDenses June 19 R.A.Paynter,Incorporated: Payment on premium Certificate No.no Liability Policy No.ALB43204, Insurance Company of North America $16 00 July'17 Seller Share of 1967 Real Estate Taxes on real estate situate Route No.40 East So.Strabane Township,Washington CountY,P;L 28 29 1968 Jan.24 ~e1lon National Bank and Trust Company: Accountant's Compensation 16 51 $60 80 - 5 - SCHEDULE "c" PRINCIPAL-REALTY Receipts 196'7 July 17 Net proceeds sale of property situa~e Route No.40 East So.Strabane Township, Washington County,Pa.to Lawrence W.Bird, for a total consideration of $5 1 050.00 Less: Pennsylvania Realty Transfer Tax Federal Documentary Transfer Stamp Tax Samuel Goldfarb: Reimbursement for 1967 County and Road Taxes Legal services $50.50 6.05 42.44 100.00 Cost of filing Petition and advertising re property 102.10 30L09 Net proceeds Disbursements Amount transferred to principal-Personalty Account to consolidate - 6 - 4 748 91 4 748 91 COMMONWEALTH OF PENNSYLVANIA ) S8 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 veri1y believes. rust Officer Sworn to and subscribed before me this ;2.'ip£day A.D.1969 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 Trus~C2~pany, rust Officer '-'- _-'-----.._.f______.~_~u·,.",L.:.. j ,.~--.~ -i~.,.... ::<!.>:~'~-.i~-~I:~:)":iUj<:i: i C);._.~~.t~ ~~~~' ""~~.... ..i::; ""'~J. ~:::.:..-g --~;':I, '::.gj'1~'1 c.)::~~~F~~....~'~....;0,.~~~: ,r"f ~"'" ~In~~~,~g .;::- ~-~iH .~::;~ ~::S?.:~~~l.~ ~.;(~......-:..::~~;.~~'t~ :::,~TE j~~~-..;:~:G~ ~~..."::.>C:s '~§'~ :~i;~~~ .:~~;~ ....J:::'<:::<'"'-~,p S~~a;~~..~c:;:{"J~.l '~ c.-) ':'-J ;; '\.>..;" ~ ';:'-:~) .~:.::1,-, ~,'~ ~.'~ ;~ ". l ....~....---ir,i o f·_·\(~'1 t.,)co ~-! ".- !""'i, ;:r:: ..:.3 "'~'n""'"~ ~s EUJ n.,II '...,.~g'U 69, dta.:'l''J1l~": .J IhFP -·11:,"4- .;,..,.'"'.0".f)J<T.,";-;-k;.7 -:;;~'1<fr-.. ,;",T'~/1",.1 .,---'-.7 ~ I" }",i ;;c r:;~~'~ c-;() .~.'/)r-~.:.!.-.,)1-- ;;~ ,-"'"Filed ~0'~ Fee - GUARDIAN MELLON NATIONAL BANK AND TRUST COMPANY FIRST AND FINAL ACCOUNT OF SAMUEL GOLDFARB ";; "tJ1,cJ ""'"",.1':\11-'\ '.'.,1.<:1.,..!v;.1iJ llf.-.ll'",...~...,'tl"-.·..1.·".l.lI'""'...."1".'.".'.-,1¥",,"n'!l··rll~W:Atto:t,;ney-at-law ~l"li J;h)~;~/,:;':'-,., Washington Trust Bu~}~l~""?,;t'...~j~3~ Washington,PennsyhTanr'a".111rJ~~fhSj BALAN@E DUE -$4,596.22 ESTATE oye EDNA BLANCHE McCORMICK TUCKER,INCOMPETENT • ~' E IN THE ORPHANS'COU~T OF WASHINGTON COUNTY,PENNSYLVANIA /01-/-14~q NO.453 of 1966 O.C. No.104,__---loo.....f"--,19--6.9-,1KXX lJu t~r (@rpl1aU!i·'QIuurt uf lIa!i~iuBtuu <t!uuuty In tho matt"of tho Andit nf Aocnnnt in I Estate o,ef--=:E:::D:.:.N:,::A=-.=B:.=LA::::.:;N:..::C=HE=-.=M;.=c..=C..=O.:.:R.:.:M.=.IC..::..~K_( TUCKER,an Incompetent J TO THE AUDITING JUDGE: Enter__-==m""y appearance for Raymond B.McCormick,.Administrator of the estate of Edna Blanche McCormick Tucker,Deceased. j 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. 19~ No.104,of ,19§L,~ In re Audit of Account in Estate of EDNA ,BLANCHE McCORMICK TUCKER, AUDIT 'rarripr fur Appraranrr FOR __a.J\Y!d0ND B.McCORMICKj Administrator of the Estate of Edna.-.BlancheMcCormi..9~ Tucker,Deceased SAMUEL GOLDFARB Attorney ~.2 Form for Guardian or Trustee Jrlition ~ur 1\ubit lin IDqr (@rpqun!i~illonrt of lIusqtngton <1lnnnty / Estate of ~.R.NA ..~~~.~g.~M£G..Qg.M!.g.~. ..........."1..1I.g.~R .. For . ~incompetent~ Date oftr:ust .December 30,1966orguardIanshIp .. If there have been former accounts filed in this estate,list: Filed at No J.Q~of 196..9... Fiduciary.....M.~.!lQ~L-.N~~.!.QP.:~L~~~..~P.:~t..1'.F..~~J , ..~.~~p.~.~y..~.9.~~.~.~~.~~. Place o~record N()'.453 of 1966,o.C•of appoIntment .. ..Death of Incompetent,December 26,1968ReasonforfilIngthISaccount... All persons having any interest,vested or contingent (including claimants),in the fund now before the Court, with the nature of their interests are: RaymondB~McCormick,Administrator Estate of Edna Blanche McCormick'Tucker 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 )............. Balance for distribution per account,Principal $1.,..~.g.Q.~..1::!.. Additional debits not shown in account: (Indicate whether income or principal) Additional credits not shown in account: (Indicate whether income or principal) Principal: Register of Wills:Filing cost of First and Final Account Income Total additional debits Total additional credits $G.9..2A..7.B . $. 20.00 $.......20.00..................................................... Balance for distribution Principal Income Total $~.t.?.~.Q.~.1.1 . $?~.?.~..7.~.. '$4,576.22............................................................ 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: .,~ -,- -.,,'--, ~T ---r-....."...)_ \ , ,-\ -\,...) -:r ..., ..~ •-, 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: Accountant respectfully requests Your Honorable Court to award the balances,both Principal and Income,to Raymond B.McCormick, Administrator of the Estate of Edna Blanche McCormick Tucker, Deceased.Further,to order discharge of your accountant as guardian. COUNTY OF WASHINGTON, COMMONWEALTH OF PENNSYLVANIA, And your petitioner will ever pray,etc. Mellon National Bank and Trust Company, G.uardian Estate of Edna Blanche McCormick ··"J:'u·c·ke·r;·..:a:n·..ln'C·ompetent ··..·..···..···..·..··..· . ........J}Yi ~.aJ.IJL=.__ Trust OfficerThis6..d.:day of ,~~l9:!.~.h 196.9... Signature of Officer ~...??2.:...i~::.:~ i'.~.- Title of Officer ~~.~~.~.ry:~~~.~~.~. Office expires :.~~..:..:!.:i:.,!.1...1.q,.. SARA M.VAN KIRK,Notary Public Washington,\':d'i1~~'J'1_CC'lnly,Pa.My COnlnllSSlUn 1:.'mes October 14,1970 The above named Fiduciary or representative thereof, being duly ~.~?.:!:.~doth depose and say that the facts set forth in the foregoing petition are true to the best of...it.~~knowledge and belief. .Sworn d b 'b d bef....................................to an .su scn e .ore me I~ •• " ) f J I, ,J . J y ..) J t, 'rtition ~ur i\u~it IN THE ORPI-IANS'COURT OF WASHINGTON COUNTY FORM USED FOR GUARDIAN-INCOMPETENTS -OR TRUSTEES No J.Q.4.of 196..9.. ESTATE OF ~.PNA B.L.AN.C...HE . McCORMICK TUCKER FOR .. .................................................................................................................................... ~incornpetent--~ Mellon National Bank and Trust Company,Guardian 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. ..............................$.i!my~.l ..,G.Q.ld,f.!;q;::b .. Counsel for accountant. ~2 "'w:-a "iO-0 'NO if)NI HS~Itr\ $''iJililrM :30 ;;e:1LS/03,tl r(\\'!t"I',klM.Ltj"1 "'::j.""0 n.\J\).fIH':CitJZ:h~~'~t &l ifd ;..:;J \);:',tJ *i5 r Ud D2H;VJJ69~ #03 -]Jd ..J -' .,) .... < .J "'I ) IN THE MATTER OF THE ESTATE OF Edna Blanche McCormick Tucker, an incompetent,now DECEASED, } ) IN THE ORPHANS'COURT IN AND FOR WASHINGTON COUNTY,PENNA. No.__~1~03i4-'o!ol.Jf"___"'1...L9_"'6...L9 ------ J KNOW ALL MEN BY THESE PRESENTS.THAT I,RAYMOND B.McCORMICK,Administrator of the Estate of Edna Blanche McCormick Tucker GuardianDOHEREBYACKNOWLEDGETOHAVERECEIVEDFROMMELLONNATIONALBANKANDTRUSTCOMPANY'--__'---- OF THE ESTATE OF Edna Blanche McCormick Tucker,an incompetent.now DECEASED,THE SUM OF Four Thousand Five Hundred Fifty-Nine and 72/100----------($4,559.72-----)DOLLARS IN FULL OF THE AMOUNT AWARDED ME UNDER THE DECREE OF THE ORPHANS'COURT OF WASHINGTON COUNTY.PENNSYLVANIA MADE AT No.10-'---4-=---=o=-=f'------=-19-'---6-=-9-'---~_ WITNESS MY HAND AND S}-A'l:fHIS ;?J-/U aiel,:J!f'..~/r:-r' W>TN..~/Jflg~ Principal Ca:.sh $4,263.94 Income Cash 295.78 $4,559.-72 W.8282 DAY of M_a--=-r-=c-=h=--19~. C .•~.I ~.~ Ra and B.McCormick,Adniinistrator ~ The Estate of Edna Blanche McCormick Tucker NO.104 of 1969 -.J ORPHANS'COURT ,' v > ESTATE OF , J "I Edna Blanche McCormick Tucket, an incompetent,now deceased -~ " l)r-- rry V.. C;;;...PAG~~ ':t:>".........;;g f!!'~ DOCKET sa,:;;.~ ;,:::'(;;(i> ~-.l <.'.,o 'r.!'rn--t ~..:r-o 'j ,r....l"\.> .~Q)2 ;Ft~CEIFg .;._.;...",:;r.).::xr--.-0 ,.....l<:;FRO~!>'CD~O Raymond B/.McC~inick.Ad- ministrator of the'Estate of Edna Blanche McCormic:k Tucker TO, .... Mellon National Bank and'Trust Company.Guardian ,) FILED .,19'_'_ v .~ 6919 ,AYIx:x Account of.M~l!Q.L?:.~§-.t~~L1?9.-D.~..~mL . .T.f:!J..9J..Q.Qm.P.~J)..Y.J G.ug.r.di9-.u .now deceased. 3Jn t4r QDrp4un!i~aJanrt af lIus4tngtan mannty I No...JQ:t...Of ,In the matter of the Et.t§t9-.uQ...F.'.iIlaL.. .ESTATE OF Edna Blanche McCormick Tucker..............................................l . .~~..~.r::<::?~p..~.~~.t.l.~!. ADJUDICATION AND DECREE And now M~~~.h 7 ..=:~,19..6.9..,this matter came on for heming, audit and distribu'tion at this session and tes,tlmony taken;and thereupon,upon due consideration thereof the balance for distribution in the hands of the Accountant is determined to be $..4,.51.6•.22 and the account is accordingly confirmed;and it is ordered, adjudged and decreed that the said balance be paid out by the Accountant in accordance wirth the schedule of distribution hereto attached and made a part hereof,unless exceptions hereto be filed sec.reg.or an,appeal be taken herefrom sec.leg. SCHEDULE OF DISTRIBUTION Balance per account . Additional credit asked at audit 20.00 Balance _.$.~.~.Q7.?~.~~. Raymond B.McCormick,Administrator of the estate of Edna Blanche McCormick Tucker,an incompetent,now deceased,balance,for administration,including cash,4559.72 Deduct Clerk's Costs &Receipts __. Attorney S.~m_.lJ~l.GQJQ.t~rb . 16.50 '$4,559.72 ~..('I?tf ;£c4f -tIt ~ P~ti!/lt4t~/C&-i-tJ~ No balance Q C"..J c=ocz:::c 0")c.c.. \" .J j onnocao-n .....:r CD 3c::+CD... o-n.....:rCD Z 9 o-n