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Home My WebLink AboutOC1969-1312 - ESTATE OF MCKINNEY,---------------------------------- ~n t4t <trnurt nf <trnmmnn Jllrns nf llns4ingtnn <trnunty. Jrnnsylnnnin. ®rp4nns · <ttnurt llinisinn ESTATE OF No. 1312 of 1969 Willie Joe McKinney, an incompetent In the matterofthe First and Final Account of Pitts.biJ:r,gh Nat 1 1 Bank Gna rdi an ADJUDICATION AND DECREE And now December / , 19_]_~ this matter came on for hearing, audit and distribution at this session and testimony taken; and thereupon, upon due consideration thereof the balance for distribution in the hands of the Accountant is determined to be $ -4,308.65 and the account is accordingly confirmed; and it is ordered, adjudgea and decreed that the said balance be paid out by the Accountant in accordance with the schedule of distribution hereto attached and made a part hereof, unless exceptions hereto be filed sec. reg. or an appeal be taken herefrom sec. leg. SCHEDULE OF DISTRIBUTION Balance per account ________________ _ Balanc.._ ____________________ _ Deduct Clerk's Costs & Recejp[::i-------------- Attorney ___ ___...D4!iai!..lv'-"i~o.~od~Mo!..I • .....:.C.u.urnmdJo!!l;l~~o;;i~ow~.n.lrJ:isil..-________ _ The following claims prorate at 12.021%. Commonwealth of Pennsylvania, Department of Public V.Jelfare, (Pea.cock, Keller, Ybhe & Day~ Esqs.), claimants in the amount of $13,521.66 prorate ~ 12.021 plus %, Commonwealth of Pennsylvania, Department of Revenue, Eldridge W, Rager, Agent at Torrance State Hospital, claimant in the amount of $22,177.8i, prorate at 12,021 plus %, 17.00 1625.51 2666.14 $ 4,308.6.5 $4,291.6.5 No balance J ( f l 0 J[ ~ .... ~ ~ :J z 9 -+ p ~ Q :::r _.. at c CD ~ a 3 0 0 0 .... .... .... :; +"\ CD ra .. !:t. 0 .... = :r-CD t .. = ra & ~ t:i t!) ~ [" :0 0(,/)<i. r-.1 :!::jO.. 0:: -:::--0 ......-·'1: ,_ 0 -e. Q,.. u... -~ 0 :z 0 J c :::r.~ -' t·J 0:.!' w w,-z _i (.....) r./)tl)- U.l t/) -::;:: c:l ::::>(.;) (./) -o;::W < c:;:) c:: ~ lJ_ r--... ) __j TR-2 REV. 9-62• ,..-. ,I IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION /3 i, /Cf<o1 NO. ~OF~ ESTATE OF WILLIE JOE McKINNEY, AN INCOMPETENT FIRST AND PARTIAL ACCOUNT OF PllTSBURGH NATIONAL BANH GUARDIAN - NO. 80254-5 PITTSBURGH, PA. NOVEMBER 11, 1969 SUMMARY SCHEDULE A PRINCIPAL -PERSONALTY Receipts Page 2 Amount transferred from Income-Personalty Disbursements Page 3 Receipts Balance SCHEDULE B INCOME -PERSONALTY Page 4 Disbursements Page 4 Amount transferred to ,Prine i pal-Personalty Balance NET BALANCE $9,876.00 928.48 $ 10,804 48 6,495 83 $ 59.27 928.48 987 75 987 75 THE BALANCE CONSISTS OF THE FOLLOWING: PRINCIPAL -PERSONALTY Savings Account Dollar Savings Bank Cash 4,308 65 0 00 4,308j65 3,800 00 508 65 4,308 65 TR·2A REV. 9-62 : ' WILLIE JOE McKINNEY SCHEDULE A PRINCIPAL -PERSONALTY RECEIPTS Inventory filed Treasurer of the United States - Social Security disability insurance - 6/19/61 to 11/7/69 Assets Acquired Deposits to savings account at Dollar Savings Bank - 9/30/54 4/25/62 1/31/63 4/30/64 7/6/65 4/18/66 1/2%_67 2/1 68 5/6/69 Cash disbursed to acquire above assets Amount transferred from Income-Personalty -2- - $ $ 500 00 600 00 450 00 450 00 350 00 350 00 ~00 00 00 00 4oo 00 3,800 00 3,800 00 $ $ $ I 676 00 9,200 00 0 00 9,876 00 928 48 10,804 48 WILLIE JOE McKINNEY TR-2A REV. 9·62 DISBURSEMENTS Administrative Expenses I David M. Cummins - Professional services rendered re appointment of guardian, petitions for allowance and order of court -paid 5/27/54 to 5/2/63 $ 124 83 Register - Filing order of appointment, 2 certified cop~es of order, filing inventory and petition for allowance -paid 5/27/54 and 11/8/61 9 50 1963 May 2 Clerk of Orphans' Court- 1969 Filing order of court 2 50 Nov. 11 Russell Marino, Clerk of Orphans' Court Division - Filing this account 14 00 11 David M. Cummins - Attorney's fee 300 00 11 Pittsburgh National Bank -~ Guardian's compensation 530 00 980 83 Distribution Payments made on behalf of Willie Joe McKinney, an incompetent - Commonwealth of Pennsylvania - Maintenance and dental work for ward on a part-pay basis -paid 11/8/61 to 10/21/69 5,515 00 ~ 6,495 83 -3- -.. ./ \ ... ' . . . ' .. ., •. ~ ' . -... WILLIE JOE McKINNEY TR·2A REV. 9·62 SCHEDULE B INCOME -PERSONALTY RECEIPTS Interest -Savings Account Dollar Savings Bank ~ To 6/1/69 987 75 DISBURSEMENTS Guardian's compensation ~ 59 27 Amount transferred to Principal-Personalty 928 48 ~ 987 75 I VM:rw -4- I Form for Guardian or Trustee Jttttinn ~ur J\u1lit 1Ju IDqr ®rpqaus~ Q!nurt nf llasqiugtnu <!Inuuty Estate of ..... ~.~-~-~-~-~ .... ~.~-~ ... ~~-~~-~~~Y. .......................................... . Filed at No ........ Pl.?. .................. of 196 ... 9.. Fiduciary ..... ~.~-~E,~~~~~~---~-~-~-~.?.~.~~ .... ~.~-~~.L ....................... . xm ................................................................................................................... . .......................... .Qg.~r.9J~~r.L ......................................................................... . Place of record M~incompetent~~liiiK of appointment. ... N.o.~ .... l2.0 .... o.f ... l9.5lr .... Q ...... C ........................... . Date of trust or guardianship ...... .AP.!:.U ... :?.:?.., ... J.9..~~ .............................................. . If there have been former accounts filed in this estate, list: None filed ~r; u Reason for filing this account.. ... ~.Q .... ~.Qilli?JY. ... :W.i~.h ... Qr;:~~L.9.f ... 9.9.Y£t .. ~~E~~:t .. 9.£.t..<?.J?..E?..:F. .... ?..Q.~ .. .J.~.§.~., .................................. . -lf .. r:. r '~ All persons having any intere&t, vested or contingent ( includit)g claim:p;ts), in the fund now before the Court, with the nature of their interests are: " . -· Willie Joe McKinney--Incompetent--Entire Interest Alice Mc&inney--Mother of Incompetent Commonwealth of Pennsylvania, Department of Public Assistance--Claimant Commonwealth of Pennsylvania, Torrance State Hospital--Possible Claimant .. All of 'said parties have received notice as required by the Court Rules except as follows: ' ' J Willie Joe McKinney was not notified individually, but notice was forwarded to Commonwealth of Pennsylvania, Torrance State Hospital, custodian of incompetent~ The fund now before the Court is subject to the following taxes: None '\ 'J I) ·;I Set forth any legal problems requirinii'~ adjudication by the Cd~rt or difficulties that must be met in distribution: Account is filed to comply with Order of Court dated October 20, 1969, and in order to get claim of Commonwealth of Pennsylvania, Department of Public Assistance, together with any other claims, before the Court for audit. (I ' Copy of letter setting forthclaim of Commonwealth of Pennsylvania, Department of Public Assistance, is attached hereto. Copy of Certified Statement setting forth claim of Commonwealth of Pennsylvania, Torrance State Hospital, is also attached hereto. 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) · Principal $ .... ~.,..~.9.~.~.§~ ................................... Income Total additional debits Total additional credits $ .... :.:.:.:.:.:.:.: ................................ . $ ... N.Qn.'il ............................................ . :-: >:::J (/) rrJ :::0 :r:G:)C:: =-(i; .~f) .L.:: -...; . ., _ _!) ,:-;., rtl t lt -.l...i -;"" :--.::J <"~ :.;::0 0 '1 ~ 0 5 :.,.· ~~g '?'-(/)0 ,. -~ c:::::> t:::J ,...,., (""'"} -o f'V -....... .. I -------' ~j-.~ ' j (_:) .. $ ... NQp.e c:;:, .................................................. Balance for distribution Principal $ .. ~.,}.9.~.::.§.?. .......... ........................ Income $ ... :.:.:.:.:.::::::: ................................ .. Total $ ... ~ . .\}.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: Balance for Distribution consists of Savings Account at Dollar Savings Bank Cash $3,800.00 508.65 $4,308.65 PIHSBURGK NA TIONH BANK WASHIIlGTOH OffiCE-83 WASHINGTON, PA. ~· PITTSBURGH NRTIONRL BRNK PITTSBURGH, PENNSYLVANIA 152:50 Mrs. Alice l.fcKinney 348 Houston Street Harch 12, 1970 Washington, Pennsylva~ia 15301. Dear Mrs. McKinney: this is to advise that our First and Partial Account as Guardian· of the Estate of Willie Joe McKinney, an incompetent, l·7h1ch Account we have filed to No. 1312 of 1969, will come before the Orphans' Court of Washington County for ~udit on FridttY morning.) March 20, 1970: ln this connection we have been notified of a elaim by the COllDnOnwealth of Pennsylvania, Department of Public Assistance, tn the amou~t of $13,521.66, and claim from the Commonwealth of Pennsylvania, 'l'orrance State Hospital,_ in the aroount of $22,177.81. If you are o~ tile opinion that either ~f these claims is not proper. we vtould suggest that you make same k~m to the Judge of the Orphans 1 Court at the Ume the Petition for Audit ·1n thia estate is presented • . ,· •. CEB/bsk . .. Chas. E. Enlow Ass~stant·Vice Pt:esident PITTSBURGH NATIONAL BAHK WASHIHGTO.H OFFICE-83 . WASI!INGTDN, PA. ~ PITTSBURGH NRTIONRL BRNK PITTSBURGH, PENNSYLVANIA 15230 March 12. 1970 Charles c. Keller, Esquire Peacock, Keller~ Yohe & Day Attorneys at taw· · 70 East Beau Street W~shington, Pe~syl vaniu 15301 '!'hi& 1s to call your attention to the fact that our Firat and Pa~tial Account as Guardian of the Estate ·of Willie Joe McKinney, an incompetent, ~hich Ac.coutlt we have filed to No. 1312 of 1969, will·come before the Orphans t Court of. Washington County for audit on Friday morning, March 20~ 1970. . . . ·, CEE/bsk Sincerely yours • ~ Chas. E. Enlow Assistant Vice Prestdent f ·, . . , . PITTSBURGH NATIONAl BANK IVWHNGTON OFFICE-83 YIASiilNGTON, PA. ~ PllTSBURGH NRTIONRL BRNK PITTSBURGH, P~i~t;'"fa~ 'l.Wo !-lr. Eldridge R.ager, · Revenue Agent Commonwealth of Pennsylvania Torrance State Hospital ·Torrance. Pennsylvania 15779 Dear Mt. Rager: TbiG J,a to co.U your attention to the fact that o\lt First and Partial Account. as Gu.n:rdian of the Estate of Willie Joe McKinney, an incompetent, which Account we have filed to No. 1312 of 1969, \-d.ll come· before the Orphans• Cou:rt of Washington County for audit on Friday. morning, March 20, 1970. Sincerely yours, Chas. E. Enlm-1 Assistant Vice President CBE/bsk .·- .. . .,_ I ! I • .,. .. j . I PITTSBURGH tlA TIONAl BAN.K WASHIIIGTON OFFICE-83 , · ;:. • Vl;IA.' .o PITTSBURGH NRTIONRL BRNH PITTSBURGH, PENNSYLVANIA 15230 Mrs. Alice McKinney 348 Houston Street November 26, 1969 Washington, Pe~ylvania 15301 Dear :t-frs. Mc::Kinn~y: He enclose heretdth copy of our First and Partial Account as Guardian of the Estate of Willie Joe Mcl<inney. an. incompetent, which Account \ie have this day filed in the Office of the Clerk ·of the Orpnans• Court qf Washington County to No. 1312 qf 1969. This Account will eome before the Court for confirmation on March 2, 1970, and 1'1111 again come before the Court for audit during the week begirdling March 16, 1970. this copy of Account is forwarded to .YOU as the mother of . WUU..e Joe McKinneyj and the petitioner at the time of our appointment as guardtan for said incompenent. . CEE/bsk Enclosure ~ ... ' ' . . . .. Yours very truly, ~~ Chas. E ~ Enlow Assistant Vice President . . . ~' ' . -- FITTSlltl~G.~ NATIONAl BA~K I'IASi:il!PfOI!.iffiCE-83. Wfs.HIHII'5N, PA. ' • ~ F •• PITISBU.RGH NRTIONRL BRNK· '. •. ~ITTSBU~GH, PENN~Y.LVANIA 15~30 ., Charles C. Keller, Esquire Peacock. Kelter & Yohe Attorneys at Law 70 East Beau Street .November 26~ 1969 Washington, Pennsylvania 15301 Dear Mr. Keller: We enclose herewith copy of our First and Partial Account as Guardian of the Estate of Willie Joe McKinney, an incompetent, which Account we have this day filed in the Office of the Clerk of the Orphans• Court of Waoh:f.ngton County to No. ·1312 of 1969. · · This Account witl come before the Court for confirmation on March 2, 1970, and w<ill again come before the Court for audit during the week beginning March 16, 1970 • . Thb copy of Account is forwarded to you as attorn~y for the Commonwealth of ~ennsylvanta, Department of Public Welfare. CEE/bsk Enclosure Sincerely yours, Cbaa. E. Enlow Assistant Vice President '· PITTSBURGH N~ TIONAL BANK ViASPoi!!jf~FICE · 83 lifAsf:r: lj, PA. • • ( PITTSBURGH. NRTIONRL BRNK .. PITTSBURGH, PE,NNSYLVANIA 15230 November 26,; 1969 commonwealth of Pennsylvania Department of Revenue .Torrance ~tttte Hospital Torrance~ ?ennsylva.nta 15779 We enclose hex-ewith copy of our First and Partial Account as Guardian of the Estate of WUUe Joe !.fcKinney, an incanpdtent. which Account '~e have this day filed in the Office of the Clerk of the Orphans• Court of Washington County to No. 1312 of 1969. This Account ~111 come before the Court for confirmation on l~reh 2; 1970; and will again come before the Court for audit during the' week beginning March 16. 1970. We were directed to file tb1s Account by the Orphans' Court of t4ashiitgton County on account of a claim f:Lled by the Comm~ealth of Pennsylvania, Department of Public Welfare, in the amount of $2,485.04 to and including October 10• 1969. CEE/bsk Enclosure Yours very truly, Chap. E. Enlow Assistant Vice Pre~Jtdent • •r • ,-• COMMONWEALTH OF PENNSYLVANIA ! DEPARTMENT OF PUBLIC WELFARE OFFICE OF ADMINISTRATIVE SERVICES CLAIM SETTLEMENT DIVISION Peacock, Keller and Yohe Attorneys at Law 70 E. Beau Street Hashington, Pennsylvania October 28, 1969 Attention: Roger Ecker, Esquire Dear Sir: • . ,_ ALLEGHENY AREA PITTSBURGH STAlE OFFICE BLDG. 300 LIBC:RTY AVC:NUE-8TH FLOOR PITTSBURGH, PENNSYLVANIA 15222 TELEPHONE: AREA CODE 412 565-5188 f'IC KIN1·iEY, I~yrtlB & 'Hillie J. ltlasho J6482-C/D West. 65419-C In reply to your inquiry, the balance due to date on the McKinney claim is $13 1)21.66o (1-lrs.) Anna Cu tt Claim Settlement Agent AC/kmc r I-~----------------~------------------------~. COMMONWEALTH OF PENNSYLVANIA BUREAU OF INSTITUTIONAL COLLECTIONS DEP AR_.'lMENT O.f REVENUE -~ '·*' ~l A\{1:~ D ETA I LED AN D c E R T I F I E D sTATE ME NT of Commonwealth of Pennsylvania Claim for Hospital Care and Maintenance # 14,218 I Patient Number 10-27-52 I Date Admitted Date of Period From To 10-27-52 12-31-52 1-1-53 12-31-53 1-1-54 12-31-54 1-1-55 12-31-55 1-1-56 12-31-56 1-1-57 12-31-57 1-1-58 12-31-58 1-1-59 12-31-59 1-1-60 12-31-60 1-1-61 12-31-61 1-1-62 12-31-62 1-1-63 12-31-63 1-1-64 12-31-64 1-1-65 12-31-65 1-1-66 12-31-66 1-1-67 12-31-67 1-1-68-12-31-68 1-1-69 12-31-69 $ Willie Joe McKinney Name ot Pahent Still Patient D Discharge o Furlough A Total Charges for Period 150.76 829.09 870.08 991.63 1,066.26 1,180.49 1,277.50 1,377. 70 1,500.60 1,496.50 1,496.50 1,563.30 1,607.30 1,606.00 1,670.20 1,982.40 2,598.60 13,292.90 $ COMMONWEALTH OF PENNSYLVANIA COUNTY OF WESTMORELAND Torrance State Hospital Institution J I 10-27-52 o Death B Total Payments for Period -0 - -0 - -0 - -0 - -0 - -0 - -0 - -0 - -0 - 540.00 480.00 480.00 480.00 480.00 480.00 480.00 480.00 480.00 c From $ January 2, 1970 Date of Statement I 12-31-69 To c Balance for Period 150.76 829.09 870.08 991.63 1,066.26 1,180.49 1,277.20 1,377.70 1,500.60 956.50 1,016.50 1,083.30 1,127.30 1,126.00 1,190.20 1,)62.40 2,118.60 2,812.90 Total Amount Due ~ t..$ _____ 2_2::...' 1...;7:...;7_._8..;;;1 __ ~ It is hereby certified that the foregoing statement is a true and correct claim of the Commonwealth of Pennsylvania for the maintenance and support of this individual from 10-27-52 12-31-69 ______________ to ____________ __ inclusive, as shown by the records of the Department of Revenuetof the Commonwealth of Pennsylvania at the above named institution. All absences have been credited. In witness hereof, the Department of Revenue of the Commonwealth of Pennsylvania has caused this certificate to be signed in its name by ____ E_l_dr __ i_d..:...ge_W_. __ R_a..:::g_e_r ______ Agent, second of the Department of Revenue, located at this institution this ___________________ day c.~~4.AL) COMMONWEALTH OF PENNS YL VAN I A, Department of Revenue By ---------.==-z-:c..-.r::-~UJ_!,~~'=:.-::-r.t:----------R I C _ 200 ( 6-64) Agent of the Coi!IDOnwe.alth f January 0 ------------------------~ ' 19 70 f, I I i I ,. I i I l .,. ' • .I Jrtitinu ~ur i\ullit IN THE ORPI-IANS'· COURT OF WASHINGTON COUNTY FORM USED FOR GUARDIAN-INCOMPETENTS -OR TRUSTEES No ........... PJ.f ....... of 196 ... 2 ..... . EST ATE OF ...... W.J.U .. :f:..~ .... J.9..~ .... }.1:.~.KbD.D.~Y ....................... . :EK!lt ...................................................................................................................... .. ............................... 'ii.~i~·~~;:;;p~t~;;:i~m!!Mi("""""""'""""""'"' ............... ?..!..tt.§.!?.~I.gh .... N.~t.J.9.n~J ..... ~.g.nk ................ .. 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 minor approving account. 5. Praecipe for those represented. 6. Brief-for any question of law raised. ................................ R~Y..:!:..!f. .... l';1.! ..... 9.~~~P.:~ ......................................... . Counsel for accountant. ~2 • ) 1 j .. ! t. \ i \• ,, \ . ~ \ . " ·- • .. 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: After consideration of the claims filed, any balance should be re-awarded to Pittsburgh National Bank, Guardian of Estate of Willie Joe McKinney, an incompetent, for further administration and accounting COUNTY OF WASHINGTON, COMMONWEALTH OF PENNSYLVANIA, The above named Fiduciary or representative thereof, being duly ........ S.W.Qk.ll ............. doth depose and say that the facts set forth in the foregoing petition are true to the best of ........... bJ.:? ................. knowledge and belief. ..... ~~9-E~ ................ to and subscribed before me This ............... L.i.L. ....... -.. d•; of... .. ;.!!~-'-·'~·-·················19~.J.P Signature of Officer.2 .. ~ ..... ~~·/ .. "f~ ....................... .. Title of Officer ................ M.<?..t~IY. .... :JY..1?J!£ ................................. .. Office expires ................... f.§:J?.:+.:~tg:+.Y. ... l~ ... l9..Z.~ ............................ . MABEl L RUTAN ~ NOTARY PUBLIC ~~f\SHINQ'fgN, WASHINGTON COUNTY, PA. ).A ( QiJI.\MI~jjiQN tXPIRES FEBRUARY 1. 1973 And your petitioner will ever pray, etc. PITTSBUR~ .,,~,l .. w~""""',."""""""""""""""~""""""""""""""""""' Assistant Vice President \//' ' . .._ .. _..--'• *" ~lt t4~ ornurt nf ornmmnu Jl~a.a nf llas4iugtnu Qlnuuty ®rp4aus' Qrnurt iinisinu In the matter of the Audit of Account in No /&A. 7 TO THE AUDITING JUDGE' A, ~~~·~~~ N. B.-Counsel shall, by separate paper, present a concise statement of each claim, with supporting calculation of any interes:t claimed. Objections to an account as filed, shall be concisely stated in a separate paper. Council suggesting proper distribution shall file a separate conctse state- ment in that regard. ' ' .. , ' '/ ... ~~ ~ tot ..... ~ = ..... ~ 0 ~ Cl) ~ ..., Ol ~ /~ ..., "' :::... ri1 .s :::... ., ~ ..., 1--< t ~ ~ -;j 0 ~ " 0 ~ ~ t) t) :::> <t1 t+ ... <( ~ 0 ..., ;a ~ ;j <t1 :::+.. ..... Cl) \.t ... ~ ~ ~ ..... 0 ~ ~ z ./. \/ ,..·. r ~-• • ,· ... Commonwealth of Pennsylvanil!l Department of Public Welfar-e DPA Form 193 -Rev. 7/58 COMMONWEALTH OF PENNSYLVANIA ) COUNTY OF ALLEGHENY ) PROBATE OF ACCOUNT On the 8th day of December J 19 69 J before me a Notary Public in and for said county, personally came~-=---=-----=-- Anna:Cutt ·, who being duly sworn according to law deposes and saith: That he is an agent and representativ.e of the Department of Public Welfare of the Commonwealth of Pennsylvania, duly authorized to certify claims for assistance granted to beneficiaries by the said Department of Public Welfare, or by any other agency of the Commonwealth of Pennsylvania to which the said Department of Public Welfare is the successor; that there is now due and owing to the said Department of Public Welfare of the Commonwealth of Pennsylvania by Willie ~oe McKlnne the sum of Thirteen Thousand Five Hundred Twent -one & 66 100-H* :D-o:-!JJ=-a-r-s-r.($~1~3-,521.66 ) and that the same represents assistance rendered as follows: Aid to· Dependent Children: (Minor childred Jo Elaine & James Leroy McKinney) November E"; 1952 to April 24, 1953 4 @ $48.90 2/3 -$ 586.80 -$ May 9, 1953 to September 24, 1953 10 @ $31 • .30 October 9, 1953 to November 21, 1953 4@ 35.20 December 10, 1953 to February 9, 1956 Februar.r 24, 1956 to September 25, 1956 October 10, 1956 to December 11, 1956 December 24, 1956 to May 9, 1957 May 24, 1957 to November 9, 1957 November 23, _1957 to April 24, 1958 May 10, 1958'to June 11, 1958 June 25; 1958 $ 453.80 -$ 53 @ $52.50 15@ 52.60 5@ 56.00 10 @ 56.90 . 12 @ 59.40 11@ 57.70 3 @ 59;10 1@ 59;40 2/3.-$6,004.70 -$ 391.20 453.80 4,003.13 (OVER) Affiant further avers that the Department of Pub!ic Welfare of the Common- wealth of Pennsylvania has never received the aforementioned amount, or arry part thereof, ·directly or indirectly; and that the above account is correctly copied from the books of. original entry, and that the charges therein contamed, with their dates, are correct and true as stated. And further saith not. · Sworn and subscribed before me tl~ d~y and year aforesaid " CLAIM SETTLEMENT AGENT .. ... ~ .. ' Aid to Dependent Children: (con't) July 11, 1958 July 12, 195.8 to November 25, 1958 December 11, 1958 to Februaey 24, 1962 March 13, 1962 to April 12, 1962 Less Restitution Claims April 26, 1962 to June 25, 1964 June 25, 1964 July 11, 1964 July 25, 1964 to September 25, 1965 October 121 1965 to November 24, 1965 December 11, 1965 to April 27, 1966 May 12, 1966 to June 10, 1966 June 17, 1966 June 25, 1966 to July 13, 1966 July 27, 1966 to September 13, 1966 September 27, 1966 October 12, 1966 to June 10, 1967 June 16, 1967 June 27~ 1967 to August 26, 1967 September 1?1 1967 to June 27,,1968 Amount' due < ""-.J· -,........ 0: ~:o.,.,~i . LLi , (....) -' LL.J ·-I • t.\. .. 'i..... • ..,. ~ c::::> ,..__ .. oC/)..q: -.... ~ o_ <...r;:_ -1 • ~0::: ~ 0 ·.;. -( __ ) :_.:· ·t~ < ' r--·~J :.;: ~ ~~.J L;..J (!J L~ r-~ v ... if) ::: U) -__ ,__ ::;::;oUJ n:: LI.J "<:( e:-'---=- .._ • • 1 @ $ 3.90 10@ 58.70 78@ 60.70 3 @. 61.70 $5,510.60 246.97 2/3 -$5,263.63 -$ 3,509.09 53@ $61.70 1 @ lJli~OO 2/3 -$4,176.80 -$ 2,256.07 1@ $46.70 29 @ 50.90 4 @ 52.50 10@ 47.50 3@ 52.50 1 @ 26.00 2 @ 52.50 4@ 51.00 1 @ 55.50 17@ 6o.5o 1 @) <26.00 5 ® 6o:5o 20 @ 60~50 !/2 -$5,322.80 -$ 2,661.40 ~ $13,521.66 • . " ..._ ... e IN THE COURT OF COMMON PLEAS OF WASIDNGTON COUNTY, PENNP.. IN RE: ESTATE OF ORPHANS' COURT DIVISION ) ) ) ) No. 1312 of 1969 WILLIE JOE McKINNEY, ) c an incompetent. z ~ ~ Ul z z Ill ~~o BEFORE: i 0 ""' " z i Ill ~ APPEARANCES: ti ) ) HEARING ON AUDIT THE HONORABLE P. VINCENT MARINO, Judge of the said Court. DAVID M. CUMMINS, ESQ .• of Washington, Pa. representing the Accountant. / ~ Q ~ u Q KIDN1T PUTNAM, ESQ.. of Washington, Penna .• representing Commonwealth of Penna .• Departm nt of Public Welfare. ::) .., :1: ~TIME: Friday, March 20, 1970, at 10:00 o'clock A.M •• EST . Ill . ai 0: Ill ""' . ~THE COURT: Number 1312 of 1969, the estate of Willie Joe D. Ill 0: ""' 0: ::) 0 0 ..1 o( u ii: ... 0 McKinney, an incompetent. Is Mr. Cummins present? We will pas: this audit for the moment and we will await Mr. Cummins' ,arrival if he comes in . THE COURT: I note that we have Mr. Cummins present at this time. Mr. Cummins. we had temporarily passed the audit of your estate. We will call it now. That is 1312 of 1969, the estate of Wille Joe McKinney. Do you have the proper papers on that? MR. CUMMINS: I do. This is filed at Number 1312 of 1eP-.:Band comes from Number 120 of 1945, 0. C. I have here the Pittsburgh .,.,-· e. '. 2 National Bank's account, a record of it, a copy of a letter address d ~ z to Alice ·McKinney, the mother of this young man, Charles C. Keller, Mr. Edward Rgger, Revenue Agent, and the second letter to Alice McKinney,, Gh=a.rles C. Keller again, a letter. But we havr=>in our account, we have handled $22, 177.81 arid our entire record balances. ~ THE COURT: What does your Audit Petition show in your reque ~t ..I >-m ~ for distribution, Mr. Cummins,? Is this incompetent deceased? ·· , Ill D. i e MR ... CUMMINS: Oh, my, no. He's been up there in the sanatariurr I!) z 5: ~ at Tor;reance since his being stricken at the United States Steel plant 3: · ~ about 18 or 19 years ago. a:: 1-~ THE COURT: Why are you filing ari. account? ..I c( 0 o MR. CUMMINS: :I ., ~ THE COURT: N ui ~ MR. CUMMINS: a:: 0 D. ~ THE COURT: I-ll: :I 0 0 ..I c( MR. CUMMINS: Because the bank was so ruled. The bank ? The guardian ? The bank was ruled to file its account and it did. Ruled by whom ? Now, Judge, I don't have all these facts, as you 0 ii: will see, before me. II. 0 THE COURT: It isn't proper to file an--- MR. CUMMINS: To comply with the order of Court dated October 20, 1969, so this Court apparently has ordered. THE COURT: Then the bank was ordered by the Court to file thE account. MR. CUMMINS: That's right. !' j . f •' THE COURT: That is the only pro per way to file an account. MR. CUMMINS: Yes, Your Honor. THE COURT: Very well. Mr .Cummins, are there any other claims against this estate? MR. CUMMINS: None whatsoever, Judge. ct THE COURT: z Very well. Now is there anyone ieJls e in Court · ·~ Ul z z bl II. i 0 .. C) z i: Ul ; ti ~ Q interested in this incompetent's estate? Mr. Putnam? MR. PUTNAM: Yes, Your Honor. If Your Honor please, I am here on behalf of the Commonwealth, Department of Public WelfarE, who ha:s a claim against this incompetent's estate for sums granted for Public Assistance. ~THE COURT: u Your name, sir? Q =l MR. PUTNAM: ~ N THE COURT: .ui a: ld · ~. MR·: PUTNAM: II. .Jd / ~THE COURT: · :I 0 ~ MR. PUTNAM: c( u Kent Putnam. And you are representing whose office? Peacock, Keller & Yohe. Very well. This represents sums for Public Assistance gran ed ii: ... 0 to the minor child rep. of this incompetent from November. '52 to June of 1968. And the total amount is $13, 52 i. 66. And we submit to the Court a probate of account. THE COURT: The probate of account, Mr. Putnam. will be received in evidence and made part of the record, as well as the appearance of your firm, Peacock, Keller, Yohe and Day will be 3 received. You gave us the amount of the claim of the Commonwe;tlth. ,--- e o( z ( > ..1 > Ul z With respect to maintenance at the institution, are there not some credits against that claim, sir? MR. PUTNAM: Well, what we gave you, Your Honor, was for Public A:ssis tance rendered to minor children; not for support at the institution. THE COURT: Yes. I am sorry. I stand corrected on that. But it's a claim of the Commonwealth. ~.MR. PUTNAM: q '[;hat is correct. D. i 0 1-I!) THE COURT: Now are there any credits due the estate on accotnt z i ID o( of that claim ? 3: 4 .,: u iii MR. PUTNAM: I think if the Court will look in the back of the pre bate 1-Ul 0 .... o( u 0 :l ., :1: t: lll ui a: there is one credit given less restitution claims of "$246. 97, which they have. been given credit for on the probate. Other than that, I . know of no others . ~ THE COURT: Now as I understand it, Mr. Putnam, the claim a: 0 D. Ill a: is for aid given to dependent children. I-ll: :l 8 MR. PUTNAM: That is correct, Your Honor ..1 o( ~THE COURT: During the lifetime of this incompetent. II. 0 MR. PUTNAM: That is correct, Your Honor. THE COURT: Mr. Cummins, does the guardian bank have any objection to the payment of the Commonwealth's claim for aid to dependent children of this incompetent? MR. CUMMINS: I do not know about the bank, but I personally am going to ask all the estate, when he passes on, be awarded to his • ... children. They are fully grown. THE COURT: When he ;{!lasses on? MR. CUMMINS: When he dies. Welwill not take care of that until after he's dead and gone, of course. THE COURT: You are telling the Court then, I assume, that thi claim should not presently be paid? ol( z ~ MR. CUMMINS: That's right. >-UI • ~ THE COURT: What is your legal reason for that? Ill II. ~ MR. CUMMINS: Well, I think that all the money that is here shoul " z ~ be turned over to his children. He. has two children, a boy and a gi l. ; ti I believe the girl is of age and working down in Washington, D. C. a: I-s The boy is, I believe he is in South Carolina. ~ §THE COURT: Was this incompetent a Veteran? Do you know 0 :I "' ~ MR. CUMMINS: I do not know. 01 5 THE COURT: We have the incompetent's mother here. Perhaps 1-a: 0 II. Ill a: 1-a: :I 0 u ~ u ii: 1&. 0 she can tell us. Mrs. McKinney, will you come up please~ Mrs . McKinney, areyou themother of Willie Joe McKinney? the incompetent 'imwlved in this matter? MR;3. McKINNEY: Yes I am. THE COURT:· And how old is Willie Joe now? MRS. McKINNEY: He is 51. THE COURT: Do you know whether he was a Veteran of the Arn ed Forces of the United States at any time? MRS. McKINNEY: No, he wasn't. • ) 6 THE COURT: He wasn't? MRS. McKINNEY: No. THE COURT: Do you understand, Mrs. McKinney, that the Stat of Pennsylvania is claiming against this money of your son for aid that was given dependent children of his? MRS. McKINNEY: Well, when we first came up to Court we went befpre ~ z i Judge Anderson. And he told Willie the children was out of wedlock z ~ and they said they didn't support nothing for his kids and he didn't II. i ~ sign nothing for it at that time. He was already incompetent. And z :c 111 this girl was the children's mother, she didn't want to sign for it. ; And the children were living out there in my house at, that time on cine side So after he went to Torrance she didn't go back to see him anymorE and she moved the childrmout and went. 5 THE COURT: Very well. We will take that into consideration. ai a:: E That will be all. Is there anyone else in Court interested in this 2 Ill 0:: incompetent IS estate? ~ :J 8 ( NO RESPONSE ) ... <( u ii: THE COURT: b. 0 The audit of this account will be ordered closed. (AUDIT CLOSED) .:i ~· • -'~ '-. •• . ,. . .. -~ .. - - . . · . ,_ '·' •, .. - •. 1 hereby ·certify tbat the pr;Oceedinge aJld.evidence are· contain - fully andacC1iratet1 in t~ ra~e8 taken by,me on the~rii;l, of the above eause~ ami that thla copy .14 a correct trarw_eripfot·the_satn~._ '• . ' . . ·-.' ' '' · •. -• -- . -• -• --. _J -· ;. :-above eause-is hereby ~ppr\)ved anddireeted to b~ fll~. --1-~ . . -:-~ . ' . ·---·. . .. -.. '.. •. t c - _ .. _. Ill 1!:.' ... 0: &· ,, " u_ .. ·~' \ . . ;•, . .,· ._- . ' ~-. .. . . . . . ' J .- '- -. , " . j. __ . <'· r: ·.. _.:,-.• . \'' , .. Aj: \~.;~-~~-- J_. "; .. ;~ -·,. /;'":, .. ---"'""-~ ~ ~---~~:i-_ .. c. ,-:':.-1:. ·i;,;~::;,_- l ; • f ! ... ~ ' ·~~-.. ,..,,_ ... _ . .- I -I '··· .... ,_ \ :.,.-.·; ,!. ··" ~ I ':,. .....,., ~:~ .., . . · l_ .J L_t.! L.::..l ·~. ' ~ • -~ ' 'll : ~ • • < ,_·. -~. 0 if) ---1 0... ._,. ..J ~ ~ 0 ._:. ,_ ---.J ..c'" ~ ~ ' !- ·· :,:;~.:-~ l rr¥~: ;Y ,, . (J) ;:C:·, :.~ -. ,, . · .... ~ '1:~ ~-. ,. ... ,. .... ·: ,.._· ~ j ,_ ... ~ .. ... ,: . ' ·7 ORPHANS' COURT OF WASHINGTON COUNTY, PENNSYLVANIA ' In re Estate of ~ No .. l.:U.? ......... of 19 .. ~~ ...... l .... W. ~ ~ 1 ~E! .. J ()~ .. Mc;J.<.in11E!Y. an incompetent I RECEIPT Commonwealth of Pennsylvania KNOW ALL MEN BY THESE PRESENTS That I, Department .. of .. Public .. Welfare ............ , do hereby acknowledge to have received from PITTSBURGH NATIONAL BANK .Guardian ........... .. . . . . . . . . . . . . . . . of the Estate of .. W.illi.e ... J9.e . :M~X<iP.n.ey, .. c;~..n. . .:!-.n<:::.9mpe.t.e.nt ..................... , Dlei:.Uie/1, the sum of One .. Thousand .. Six. Hund.r.e.d . Twen ty":"f.ive ... <mc;l .. .51/100 .. ( $J '· 9. Z.5 ~ . .5. 0 . . . dollars, in full payment of the amount awarded me ·under the decree of the Orphans' Court of Wash- ington County entered .. D.e.c.e,rnber . .l. ... , 19.7.0. ....... , at the above number and year; and I do hereby authorize and empower the Register of Wills in and for said county to enter and file this receipt. In witness whereof, I have hereunto set my hand and seal at ... Har.risburg, ... Pennsy.lvania , this ... J+. ...... day of ........ :t-fB:r~~ .............................. : A. D. 19 .. 'n-: ...... . ~;~~~ .... n.~. ~.:j.~~~~~ij~. ~~1' .. ~ ... ~ .. ~ .. ~ .. ~···· (SEAL) Wn~s_: _ Robert S. St rt · .. ~.Let'~ ...................... ~~~~ settlement Director j7.934 REV. 3·63 / .) .... -. ' ·'···. -\ . .:.1. ' - -· :·.: l ···-l ,· ,;. . I ~ I i m I I ~ I oot I m I 0 "II I I ~ r r .·~~~~n;:~:o~s· COURT OF WASHING7N COUNTY~~:::SYL~fA:::HH an incompetent ) I RECEIPT Commonwealth of Pennsylvania KNow ALL MEN BY THESE PRESENTS That I, P~pc:p~t:rn~P.t: C>f.R~V~P.~.e ........ . .. .......... , do hereby acknowledge to have received from PITTSBURGH NATIONAL BANK .G~~;rq_j,~p. .......... . of the Estate of .Willie .. JQe .. MGKinney., .. R-n ... :Ln.G.OWP.Ei!.t.Ei!nt. ................. , tiei::t~ieil, the sum of Two .. Thousand .. Six .. Hundred .. Sixty":'six .. and .. l4./.l.0.0 ... ($2.,.6.6.6 .• .1.4.) ........ dollars, in full payment of the amount awarded me under the decree of the Orphans' Court of Wash- ington County entered .December .. I. ... , 19 .. 70 ..... , at the above number and year; and I do hereby authorize and empower the Register of Wills in and for said county to enter and file this receipt. In witness whereof, I have hereunto set my hand and seal at ............................................... . .. , this .. /~ .. · ..... day of ... ~ ................... A. D. 19 . .7/ ..... . Commonwealth of Pennsylvania, Department of Revenue ·.)~Y .. C.: .. ~~--·-~·-~·-·········· (SEAL) WITNESS: -•H•o~d.~••••••• ! ' -·_ -~ J. - '--• -... ' f. . ~....:..L r ,, ' ! ' ~ ·' f . .:. t ~ :." .. { '-~ ...... ~ ---.. ..;. . ~_;_,~ -. ·-....... :.: ----· ~l -.... _::..:... t<l. . '• ~ • -·~ ,,J • '1"'-o -~· ' ~ ~ • .. -~ :: .... : :: :,1'. -~ ·-· ' -"· (}oc:- . "\. . . ... - . ,. _; __ )., ' ~ I I : I m I I ~ I .... I m I 0 I 11 i c I fll ~ 0 fll ,. fh s fll I c) TR-2 REV. iil-6~ IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION ESTATE OF WILLIE JOE MCKINNEY, AN INCOMPETENT SECOND AND FINAL ACCOUNT OF PllTSBURGH NRTIONRL BRNK GUARDIAN #80254-5 PITTSBURGH, PA. JANUARY 11, 1978 s UMMARY SCHEDULE A PRINCIPAL -PERSONALTY Receipts Page 3 5,870.80 Amount transferred from Income -Personalty 57.20 5,928 00 Disbursements Page 4 3,628 00 Balance 2,300 00 SCHEDULE B INCOME -PERSONALTY Receipts Pages 5-6 9,916 45 Disbursements Pages 7-8 9,662.51 Amount transferred to ' Principal -Personalty 57.20 9,719 71 Balance 196 74 NET BALANCE 2,496,74 l ! i TR-2-A REV. 9-62 WILLIE JOE MCKINW"EY THE BALANCE CONSISTS OF THE FOLLOWING: PRINCIPAL -PERSONALTY Savings Account Dollar Savings Bank INCOME -PERSONALTY Savings Account Dollar Savings Bank Cash Unsold Real property of the Incompetent administered by the Guardian 1/2 interest in property situate 348-350 Houston Stree4Ward 5, Washington, Washington County, Pennsylvania NOTE: The above balance is subject to payment of Guardian's Compensation in amount of $150.00 payable to Pittsburgh National Bank, which will be charged and shown paid in a Supplement to this Account -2- 2,300 00 94 11 102 63 196 74 2,496 74 r ------ • J1 - ~ . . . . . WILLIE JOE MCKINNEY TR-2-A REV. 9-62 SCHEDULE A PRINCIPAL -PERSONALTY RECEIPTS Assets Acquired Deposit to Savings Account at Dollar Savings Bank 10/21/70 1,000.00 10/26/71 700.00 1/25/74 800.00 4/25/74 200.00 I 4/29/75 300.00 I 7/25/75 300.00 10/29/75 400.00 1/29/76 400.00 Sale and Conversion of Assets Without Gain or Loss Partial withdrawal of Savings Account at Dollar Savings Bank 12/29/70 300.00 5/3/77 1,500.00 1,800.00 Carrying Value 1,800.00 0 00 Treasurer of the United States Social Security Disability Insurance benefits Paid 12/9/69 to 10/8/73 5,870 80 Amount transferred ,from Income -Personalty 57 20 5,928 00 -3- r ' ./ , . . . -f ~'liLLIE JOE MCKINNEY TR-2-A REV. 9-62 DISBURSEMENTS Administrative Expenses Russell Marino, Clerk of Orphans' Court Division Filing petition and certified copy Paid 12/31/71 and 1/4/72 3 50 Norma Jean Pees Notary fees Paid 4/26/71 to 1/4/72 2 25 David M. Cummins Attorney's fee I I Paid 1/4/72 50 00 George B. Stegenga Attorney's fee 0 00 1978 Jan. 11 Filing Second and Final Account 30 00 Jan. 11 Guardian's Compensation 352 25 438 00 Distributions Payments to and on behalf of Willie Joe McKinney Commonwealth of Pennsylvania ·Mayview State Hospital Maintenance of Willie Joe McKinney Paid 11/17/69 to 10/19/73 3,190 00 3,628 00 -4- TR-2-A REV. 9-62 ----------------------------------------. WILLIE JOE MCKINNEY SCHEDULE B INCOME -PERSONALTY RECEIPTS Interest -Savings Account Dollar Savings Bank To 1/4/78 Treasury of the United States Social Security benefits 11/14/73 to 1/5/78 Assets Acquired Dollar Savings Bank Deposits to Savings Account 12/16/71 6/12/72 12/5/72 6/12/73 7/6/73 8/6/73 9/7/73 10/3/73 11/5/73 12/3/73 1/7/74 2/4/74 3/4/74 4/3/74 5/3/74 6/3/74 7/3/74 8/2/74 9/4/74 10/1/74 11/4/74 12/2/74 1/7/75 2/5/75 3/4/75 4/3/75 5/9/75 6/3/75 7/2../75 8/4/75 9/4/75 10/2/75 11/3/75 12/2/75 1/7/76 2/5/76 . 3/4/76 4/1/76 5/6/76 6/7/76 7/2/76 8/2/76 -5- 349.72 43.74 44.84 47.05 7.87 8.58 8.62 8.38 8.24 8.01 8.31 8.82 10.86 1:2.06 11.91 13.08 12.71 13.20 13.26 12.89 13.37 13.01 13.49 13.56 12.30 13.67 13.38 15.16 14.73 15.60 16.72 16.25 16.88 17.97 18.84 18 .. 93 19.25 20.91 20.33 21.09 20.51 21.29 1,283 75 8,632 r ' _/ I . . . -~ WILLIE JOE MCKINNEY TR-2-A REV. 9-6 9/1/76 21.39 10/12/76 20.78 11/3/76 21.58 12/3/76 20.97 1/10/77 21.77 2/4/77 21.86 3/4/77 19.84 4/4/77 22.06 5/4/77 10.08 6/8/77 10.47 7/12/77 10.17 8/8/77 10.56 9/1/77 10.61 10/4/77 10.31 11/4/77 10.71 12/9/77 10.40 I I 1/4/78 10.80 Sale and Conversion of Assets Without Gain or Loss Partial withdrawal of Savings Account Dollar Savings Bank 10/16/73 100.00 5/3/77 1,089.64 1,189.64 Carrying Value 1,189.64 0 00 9,916 45 I . -6- --- ' _/ •' ' -. --• WILLIE JOE MCKINNEY TR-2-A REV. 9-62 DISBURSEMENTS Administrative Expenses 1974 April 10 Pennsylvania Department of Revenue 1973 Pennsylvania Income Tax 2 23 1975 Oct. 10 Olga 0. Woodward Re order certified copy of Deed 5 00 Pittsburgh National Bank Appraisal fee in re property I situate 348-350 Houston Street, I Washington, Pennsylvania Paid 1/30/76 to 9/10/76 50 00 Maintenance and preservation of property situate 348-350 Houston Street, Washington, Pennsylvania Alexander and Alexander Inc. Premium due for liability insurance coverage Paid 11/17/75 12.00 • I General Insurance Account Premium for liability insurance coverage Paid 7/21/76 48.00 Moreland Burial Vault Co. Cleane.d out double house on Houston Street Paid 4/30/76 275.00 William Moreland Labor and materials for house repairs on Houston Street Paid 9/20/76 117.05 Reed and Cameron Hardware Service call to change lock cylinder Paid 12/2/75 18.12 Marsh and McLenna.n Inc. Premium Fire Insurance on property situated 348-350 Houston Street, Washington, Pennsylvania Paid 1/30/76 to 9/10/76 299.00 769 17 Guardian's Compensation 594 93 1,421 33 -7- r ' .. i TR-2-A REV. 9·62 SB/gd ' / ~: ~ • WILLIE JOE MCKINNEY Distributions Payments to and on behalf of Willie Joe McKinney, an Incompetent Commonwealth of Pennsylvania Revenue Agent Part pay maintenance for patient #42459 for years 1973 to 1975 Paid 11/14/73 to 3/6/75 Mayview State Hospital Incidental needs for Willie Joe McKinney Paid 10/10/73 to 10/31/75 Rebecca McApline Clothing allowance for Willie Joe McKinney Paid 7/16/76 State of Michigan Maintenance of Willie Joe McKinney Paid 5/9/77 to 12/5/77 North Ville State Hospital Credit to Patient Funds Paid 5/29/75 to 1/9/78 Amount transferred to PDincipal -Personalty -8- 1,440 00 800 00 200 00 5,085 18 716 00 8,241 18 9,662 51 57 20 9,719 71 ... ,· • 'tf·• • I '· < In ·re: ·Z < > g Estate of . z '•· ) - ) ' ') ) No. 63 - ··-o :.-; ' rv -.' ·rrr -0 ~-.,. .,_ . ' ~~ ;~. 1-~-. • • o.. WILLIE JOE McKINNEY, ) z 0 I-C) z • X U) "' .... c( ... J •• ;· ~ ,,. c ·t. ~· .J . < . ' u a :J ., - I: -.1-r-· ·• N Ul II: Iii· I-ll: 0 0.. Iii II: I-·II: • :J 0 u ~. BEFORE: TIME: U· II. II. APPE..f\RANCES: ,. 0 . .. ~ ·' ., , . ' .< ' / ·-. ' • p .,., .-~ • .... HEARING ON -AUDIT :.. f -._ ,, ,_ ' . ' . ' ., THE HONORABLE PAUL A. SIMMONS, J.udge of the said c6urt; Tuesday, March 21, 1978, at ·9:30 A. M. ,, '· '• -GEORGE B: STEGENGA~, ESQ., ·· ·-.Represe.qting the Acc~uritant •. .. ' ., :~ .. MARY JANE DREYER / • 'fJ l ... _, ' --· • .. ,"'" 'j . .\ . .~ 1'. t'.t • '' ' ~ ~~ 'I -.~ .. ·, .. '' <( ·z < > .J > If) z z ·W .. .~. :• . ·~ ·THE COURT: . ~' Willie Joe McKi'nney. -~ t ... ·MR. STEGENGA: '" ,, ' Mr. ' .. '• ~,_ ·"' ' ~ i .-Ypur Honor plea:se;''I have here:,the ; pap'er13. ' -. ;:''·;~~-~· .: .J <t.:~ ,. ·::}:.: There are no compl~cations·, and, I hand them 'to the .Court. ).--.. ' .. THE COURT: ' ' _,.This is. a ·guardianship'? :D.; •. i 0 ... M.?• .. STEGENGA: Right. I, C) ~ , .. :E '·. If) < :: THE COURT: ·. ·· Would you announce that, please. .:r; .... ~ a: .... . ~ . ( Mr. Tub in, ·Cour-t Crier, leaves the courtroom to ·a '.J .:5 u make this announcement, returnin"g in a few moments.) 0 :J .., X 1-"" "' THE. COURT: Is ~his being terminated now? If) a: ,,t. w t'":· ... It:·' o· .. MR. STEGENGA: Yes. D. liJ It:• .... It: :I, o· u· THE COURT: .J. < u ' \ II. II.' 0 .-:.COURT CRIER:· .. ' .. ~THE CQJRT: . .. f, 'j•l •.. Mr. Tub in~ did you get a response?~ No response, your Honor. l .Do we have anyboqy in the courtroom . . . ' other than Mr •. Stegenga'; inte.rested,.: in the estate of w;nlie J,oe , · tr ' ~ ~ . • .. .. ,, McKinn~y? ' ' ,._. .THE. COURT: . . . • ! '' .. . ;, .(No response.) ·,, Heariqg no response, the· audit of .. · . ·• : . ·2. '\ ... ·· t ·,. (' -,_,. '' ···~ _.,. . ' ·' •••• • •• ,, ... l • f; .... . ' ' ·~ .... ' : i' c z < > .J >-II) z z lol D.. z _this ... · .... ~· Willi~~ Jrie, M~Kit1ne.y. -.. ... .. ...... i-~~- ·, _ ...... ·: ·.- '' # 63 _, 1312 ,. ' ' .. ' . ' ' .. tak~~-by me at ·the· ' (>-~-Cl z :_hearing in. the .. above ~ -·~ -~ c.a~se' an~ that ,this copy_: is a correct tra.n-. 'I: II) < -'· :/ :: .~ . ~ . U• ·-Q: f-• II) ·C .J < u ii ':J ., ·.·.I: 'I-I' 111.,. II)• ._.Q: lol f-Q: 0 -~ ·Q: f-' ' Q: ::J 0 u .J < u k: II. 0 ;. 'I>; s'cript of the . sarrie ;. • ·~ "< ' . ' ~ -. ~-~ .... • J '· .t·.· " '·· to be filed~.,,, \' ., " .. ··. .. •: . ' ' • I.::-·. , v···· ,, :..' Official· Court· Repo;rter ,··. ,. i. . ':. .. "' ' '• The foi-egoing · .r:ecord. _pf-; pr9ceedings . . . ~,..· .. -~ ' -; ··, By the Court • ' T .. . ' .. . -~ '. ., • ... '• . ..... ' • #:~: ;t t ' .. ' . . ' ---------------· --- SB:ka t~80254-5 In t4t Qtnurt nf aLnmmnn Jltns nf llns4ingtnu <nnuuty. Jtunsylnnuin. ®rp4nus · <trnurt i3ittillinu ESTATE OF N 63-69-1312~ o, ______________ _ SUPPLEMENT TO WILLIE JOE McKINNEY, In the matter of the SECOND AND FINAL AN INCOMPETENT Account of PITTSBURGH NATIONAL BANK, GUARDIAN ADJUDI~ATION AND DECREE And now May 4"l , 19_1li_, this matter came on for hearing, audit and distribution at this session and testimony taken; and thereupon, upon due consideration thereof the b~lance for distribution in the hands of the Accountant is determined to be $ 2 37 3 · 2 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 with 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 .. BY THE COURT SCHEDULE OF DISTRIBUTION Balance per -Supplement to Se,cond and Final Accoutt Balance for Distribution Deduct Clerk's Costs & Receipt-------------- Atttarney __ G_e_o_r_;;g_e_B_._s_t_e_a ........ e_n_g_a __________ _ TO: Mrs. Rebecda M. Alpine (sp.) Mrs. Rebecca McAlpine, Guardian of the Estate of Willie Joe McKinney PRINCIPAL-PERSONALTY Cash INCOME-PERSONALTY I 2,150.00 $2,373.24 $2,373.24 Cash 223.24. 2,373.24 NOTE: Unsold Real property of the Incompetent administered by the Guardian 1/2 interest in property situate 348-350 Houston Street, Ward 5, Washington, Washington County, Pennsylvania NO BALANCE ) 0 0 -C:. ~ ~ ~ ..::t-J :::J z ~ t:Y B -+ p :r .X:: ~· c CD ----... 0... §, a 3 r-- a ~ -· ~ 0 a L.'i " .... 0 U.J CD t ~ .. (fl ::...... g. 0 ~--1 .... «:C -+ :l!::: :r • = (I) t ... ~-... C::l ,...._ ~ .. ~ ~ ~ ~ ~ I I i ' I · TR-2 REV. l!-62 ,-. v IN THE COURT OF COMMON PLEAS OF \'JASHINGTON COUNTY 1 PENNSYLVANIA ORPHANS' COURT DIVISION NO. 63-69-1312* ESTATE OF WILLIE JOE McKINNEY 1 AN INCQr.1PETENT SUPPLEMENT .TO SECOND AND FINAL ACCOUNT OF PllTSBURGH NATIONAL BANK GUARDIAN #80254-5 PITTSBURGH, PA. MARCH 10 1 1978 S U M M A R Y SCHEDULE A PRINCIPAL-PERSONALTY Receipts Page 3 51928 00 Disbursements Page 3 3,778 00 Balance 2,150 SCHEDULE B INCOME-PERSONALTY Receipts Page 4 10,128 34 Dsibursernents Page 4 9,905 10 Balance 223 NET BALANCE 2,373 - • . I --I I I I I I I 00 24 24 I I I I I I ' i I I I I' I I I ! -:-.· .. ·· .· : .. -r .. . . . . . ' ... ..:~ . ' ·' . ... -' ! ! I WILLIE JOE McKINNEY, AN INCOMPETENT TF:-~-A REV. 9-62 II I i' THE BALANCE CONSISTS OF THE FOLLOWING: I !i i i· I,PRINC IPAL-PERSONALTY ,. \ Cash 2,150 00 I I I INCOME-PERSONALTY I Cash 223 24 21373 24 li I I ' I I I I i NOTE: Unsold Real property of the Incompe- tent administered by the Guardian 1/2 interest in property situate 348-350 Houston Street, Ward 5, Washington, Washington County, Pennsylvania . . -I I I -2- r I I I I I ! ' I I ·Tr:;_-2-~ C.:EV. 9-62. 1978 WILLIE JOE McKINNEY, AN INCOMPETENT SCHEDULE A PRINCIPAL-PERSOl'JALTY RECEIPTS Per Second and Final Account Sale and Conversion of Assets Without Gain or Loss Mar. 10 Proceeds complete withdrawal I Account at Dollar Savings Bank of Savings Carrying Value .. DISBURSEMENTS Per Second and Final Account Administrative Expenses Guardian's Compensation I I 'I -3- 2,300.00 2,300.00 l! I' jj 5,928 0 00 5,928 00 3,628 oo I 150 00 3,778 00 I ' I I i I !, l I i ! #80254-5 Form for Guardian or Trustee Jrtitinn @Jur 1\ubit 3Jn Wqr ®rpqans~ Oinurt nf ·llanqtngtnn Olnunty Estate of .......... ~.!.~.~.!.~ .... :!..9.~ ... ~~.!S.~~.~.~!:' .. ! ...................... .. AN INCOMPETENT BK ................................................................................................................... .. ........... -...................... ~~~~···· ............................. . Date of~ · April 22, 1954 XIX guardianship .............................................................................................. .. If there have been former accounts filed in this estate, list: Filed at No ......... ~}.~.3. .............. of 196 ... ~. Fiduciary ...... !?..~.~.~.§.?..P.~g.?. .... ~~~};.Q~.~J:! .... ~~r..~.r ......... .. GUARDIAN Place of record 2! of appointment.. .. §.J.::.§.~.::J:.J.J ....................................................... .. First and Partial Account All persons having any interest, vested or contingent (including claimants), in the fund now before the Court, with the nature of their interests are: Rebecca M. Alpine (sp.) Rebecca McAlpine Guardian of the Estate of Willie Joe McKinney All of said parties have received notice as required by the Court Rules except as follows: Copy Account ahd Notice mailed to James LeRoy McKinney, illegitmate son, returned "addressee moved. Left no forwarding address." 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 SB:ka j Balance for distribution per account, Principal $ .. ?. .. ( .. 2.9..Q.~.Q.9 .............................. . Income 196.74 $ ........................................................... . Additional debits not shown in account: (Indicate whether income or principal) See Supplement attached: Principal Income 0.00 211.89 Total additional debits $ ......... f.l.J:.~ .. ~.~ .............................. . Additional credits not shown in account: (Indicate whether income or principal) See Supplement attached: Balance for distribution Principal Income 150.00 185.39 Total additional credits Principal $ .. ?. .. tJ.?..Q.::.Q.Q .............................. Income $ ......... ~ .. ?..~ .. ~.:?..1 ............................. .. Total $ .. ~ .. !.}}} .. ~ .. ~.~ .............................. $ ........ }~.~ .. ~ .. ~.~. .............................. 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: NOTE: Unsold Real property of the Incompetent administered . by the Guardian ··~ \ 1/2 interest in property situate 348-350 Houston Street, Ward 5, Washington, Washington County, Pennsylvania · · I 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: PER PROPOSED· .ADJUDICATION AND DECREE Allegheny COUNTY OF W~, COMMONWEALTH OF PENNSYLVANIA, ~ ss The above named Fiduciary or representative thereof, being duly .......... awa;r;n ........... doth depose and say that the facts set forth in the foregoing petition are true to the best of .................. .h.e.r ......... knowledge and belief . And your petitioner will ever pray, etc. P~SBlLR{SH NA.TION~L ANK ' ----L"' "',..,..... ~ • ~.P' •• ~ ~ /" ..,.., .. !lt.¥'.;;,~;i~i~ p-;:es ·ide;;t······· · ...... swe-:r:n···············to and subscribed before me This .... -.. /...Z..J:.{. ...... day of ........ Mar~····z7········19i2S Signature of Officer .....•... ~7/]f;l. .. .}.c.:C..'±::J/!.::0:!'0 Title of Officer ............. Nat.a:r::y. ... P.ublic ................................... .. Office expires ........ )J.IJ..t.f:1 .. ~ ....... ..5~ .. ..J. ... 9...Z ... J..~ ........... . GEORGIA POURNARAS, Notary Public Pittsburgh, Allegheny County, Pennsylvania My Commission E~pifes March 5, 1979 , # ' Jrtitinu jJur i\u~it IN THE ORP~ANS' COURT OF WASHINGTON COUNTY FORM USED FOR GUARDIAN-INCOMPETENTS -OR TRUSTEES No ....... J}.J.?. ....... of 196 .... 2 .... . ESTATE OF ..... N.I.L.L.l.~ ..... J..QE ..... M~.K.LN.NEX ......... . FOR ........................................................................................................................ . ······························~i;;·~~;-;;P"~t~;;-i:::::xc;r-~···························· PITTSBURGH N~TIONAL BANK ...... G.Y.b.BJ?.J.AN. .. ..9R ..... ~ .. 9..':!;'.lY~.~ ................................... . Counsel for the accountant ·shall submit herewith the following, i~ 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 . ........ G.J?..QRG.~ ... J?. ... ~ ...... $..T£;G.g;.NG.!.\ ............................................ . Counsel for accountant. ~-------------------------=--------------- \ : . K•130 REVISED 6·1•73 STATE OF MICHIGAN The Probate Court for the County of Wayne File No. _...::6;..:.7...::8:......-..;.:.4..::::0..::::3 ___ _ . Estate of WILLIE J. McKINNEY, A Mentally Incompetent Person LETTERS OF AUTHORITY TO: Rebecca M. Alpine GREETINGS: You have been appo.intcd _G_u_a_· r_d_i_a_n __________ _ of said estate, and having either filed an acceptance of trust or a bond in the premises which has been duly approved and filed as required. by law, I do by these presents commit unto you full power and authority to take possession of and collect, preserve, manage and dispose of all the property of said estate according to law, and to perform all acts permitted or required of you by statute, court rule and orders and decrees of this court, unless hereinafter limited. TIME• LIMIT. These letters of authority expire and all powers hereunder shall terminate at midnight fourteen (14) months from date of issuance as is hereinafter set forth above the name of the Probate Judge. RESTRICTIONS. Nothwithstanding any power or authority vested in you by virtue of your fi dl:lciary capacity or granted to you by these letters yo~ shall not: NONE LETTERS EXTE~:DED UNTIL THE FURTHER ORDER OF {oE, 91w-T· . ED---:::--·~fJ ..... c---~=k~ ;;··-··---~ --juoaioF PROBATE IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal of said Court, in said County, this first day of March , A.D.l9 77. ,) EXEMPLIFICATION OF RECORD (TRIPLICATE) K-36- STATE OF MICHIGAN, l ss. County of VVayne } PROBATE COURT FOR SAID COUNTY. Nancy Wisniewski Ir-----------------------------Deputy Probate Register for said County and acting as Clerk of said Probate Court, do hereby certify, that I have compared Letter of guardian, in the matter of the estate the foregoing copy of ____________ _ of WILLIE J. McKINNEY, a mentally incompetent person. (Said Letter is in full force and effect, unrevoked and unrescinded at the date hereof) with the original record thereof, now remaining in this office, and have found the same to be a cor- rect transcript therefrom, and of the whole of such original record. IN TESTIMONY VVHEREOF, I have hereunto set my hand and affixed eleventh the Seal of said Probate Court, at Detroit, thi------- April 78 -----------• A. D. 19 _ day of ('\, -. () ...... ~. {J ~ty4P;oba~:~ STATE OF MICHIGAN, l ss. County of VVayne } PROBATE COURT FOR SAID COUNTY. Willis F. Ward I,__ __ one of the Judges of the Probate Court Nancy Wisniewski aforesaid, 'do hereby certify thaL___·-----~--------------who signed the foregoing Certificate, is Deputy Probate Register for said County, and that the foregoing exempli- fication of Record is authenticated in due form. IN TESTIMONY WHEREOF, I have hereunto set my hand and afflxed · . . eleventh the Seal of said Probate Court, at Detrott, thts_ . ____ day ot ~Fril -·------~ -. Judge of Probate.~· STATE OF MICHIGAN, l ss County of VVayne } · PROBATE COURT FOR SAID COUNTY. Nancy Wisniewski ·------------------------------Deputy Probate Register Willis F. Ward for said County, do hereby certify that ______________ , whose name is subscribed to the foregoing certificate, is now and was at the time of affixing the same, one of the Judges of Probate for said County, duly elected and qualified, and that the foregoing certificate was duly executed according to law. IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the Seal of said Probate Court, at Detroit, thi eleventh day of April 78 ----------• A. D. 19 -·-~, ~CJ~.-~· lf;puty Probate Re~ • ··~··---• ~·. -. '-~ ,-•....-.•.-·,_.._.,_ ···~·.r _ _.._,_ ·~---- II H ·----.. !) ol j! d , .. l! ,. ll !l il jj " li II ll \j j! _;_. -•. -~------~-- ---- ·p .·. d IN THE COUR'l' OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA ll ORPHANS' COURT DIVISION !l I I I' II II I! q I! ll I I ll II I ., < IN RE ESTATE OF No. 63-69-1312- WILLIE JOE MC KINNEY, AN INCOMPETENT APPROVAL I, -Rebecca M. Alpine (sp) Rebecca McAlpine, Guardian of the Estate of Willie Joe McKinney under appointment dated Mar~h 1, 1977, State of Michigan, Probate Court County of i I l I i .! .l I ' I I ! l I I I ' l--· ~-';.l • . \..-. ----0,~¥.s:~.: .t -·