HomeMy WebLinkAboutOC1970-0250 - ESTATE OF HENNING\
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lAST lIT LL AND TESTAr,12,NT
I,N../\.THAN H•HENNING,a widov..'er ,of the Borough of
the fol10\'.'ing to be my Last uilland Testament .
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!\II Char1 eroi,\'!ashington County,Pennsy1vania,being of sound and .._
\1 disposing Mind and memory,do hereby make,publish,and deolare
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1.I hereby revol~e any and all T;!:i;t1 s,Testa!Jent s,and
1'\'Codicils D"1."1e,at any time heretofore l;Jadc.;1 .I
'1il
2.I nominate and a~·point the r.iellon National Bank
ar.d Trust company to be the E~:ecutor of this,my Last ',Jill and
Testa~ent,and I direct that no bond need be submitted.
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3.I direct my Executor pro~~tly pay frow out of the
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~."\p "'''''')7)l'iec.1;...",~_......r ,[__..J.'.desiC;l1
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•J proceeds of Ely estate,all of my just debts,including the eX2ensG:<:
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CePJE;tCl:Y,on 2;"b~riD.l pl()t.I direct that my ~=·:ecutor erect a
4.'I direct that i'1Y interne-nt 'be in the r.Ionongahpla
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-;;ife,L.<\ura Henning,and tha.t a concrete 0urial vault of ap?roved
of my funeral and the costs of ad~inistration.
mark~r for my grave,si~ilar in nature to that erected for ny
5.I direct that the followino persons be chosen as
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"~!pallbear.ers:SarI Blevins,Sr.,ID'om Jones,Charles Arr-1entrout,
,I FH~c1 ';,'edeme:,'er,and ~Jilour Edgar.
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6.I make the follorling specific bequests:
a.).!)7 stef)-son,Fred i'<iaxon,shall have my deer rifle,
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"Iir.1,;1
IIIIIil',I
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my !'!!achinist tool DO::and tools.
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c110st:
my heav=..'
to seIJ.anr:~
gray deer
Sr.,
and
Florence Blevins,ny cedar
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T,nc::f"p(.>th(.>·~t:ll]"""r,!':(',-.---~-----.'.l'-"'--
To my step-grandson,Charles Armentrout,my Fox
To my step-son-in-la~':,Earl Blevins,
To my ste?-daughter,
arxlny sister's small gold watc'h,
b.
7.All of tl1e rest,resic~u0,and .renai~der,-~·.~11ether it
d.
e.
c.
and I give tl1G said
and my nother's gale ~o;atcn.
squirrel rifle,and the large deer head trophy.
shotgun.
11cl10n r'Tational !3an;;~and Trust Co~""an;1 as t.rt'.stee,for the
8.I c~ir<?ct t11c said Trust~c:~,the j-·rellen Nationa~.Ban>
guidance,ca~e,protection,and Danage8ent of the estate of
Goods th:?roin,f.]'.Jni(~s,bonds,stoc:~s,<:ti:!C~aI-:!:'anc all other
dispOS2 af the same,~~cther it be roal-or personal,all to the
~jrO::?(2rtj',I give,d'?\lis.~,8.nd oer:.:uc~ath in trust,for the :)enefit
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!'be real,Ii
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\F2Il1ov::fielc1.i\.ve:rJuc,Cha:-lerc,i,Y0nr1sylvania,and the household~I
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interest of and the benefit of the trust estate here~y created
1\for By son,...7a!:1es toT.Henning.I authorize the said Trustee to
use all of the income,and as much of the princi~al as is
necessary for the cOJTlIm:table su.?port and mainten3D,ce of my said
SOI1,~Jl''':;:1~3 tJ.I-Gr·Tr·rrr~C;.I Dominate and a":)')oint the ::;aid r·i211on...
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in the j..iononoahela- I
I direct that my Trust8e inter the r~rnains of my
furth'2Y.'direct that r::.y Execut,{r Trustee?be al.1thoriz(~d,
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JAnES ~1.I-ENNING,in ny family plot
C\,.
Cemeter;,r a,nd
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;1 beloved son,
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II that they beco"e part of the trust estate.These include pOliciesj
I ~'Ji th Banker's Life Insurance Co.,and.the Prudential Company.!~~::.
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II11II National Bank and Trust Com~)any as trustee for any and all
I proceeds of any life insurance policies that I hold,and direct
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.!and directed to purchase a suitable parker for such grave similar
i"to that on nine and that he be buried in a concrete burial vault..
of approved design all of \';,hich shall be the cost and e}:pense of
such trust.
10.The trust ':.Tbich has been created hc:::-einbefore for
my son,~!.IIENNTNG,shall te:::-ninate onl'J u'Son.,~death,
and upon his death,I give,devise and bequeath any sun remainina
::.n the trust,no matter its form ani:\including all ~ro;:)(~rty,
~~ether it ~e real,personal or Di:md,in equal shares unto
11.In the further event that any of those three sho~ld
havE'prGdeceased my son,then his,'b~)~,or their share,I give,
d·2vise and bequeath to such 'of ..l1:LS,her,or their children as
shall be livin£at the time.
IN :n:TNESS\.1-IE~EOF,I have hereunto set my hand and
",
I!seal this 29th day of June,
,.SEALED Ai'-ID SUBSCUBEDI,
1962.--.1l#0:./
Hathan :'i.
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IN THE ORPHANS'COURT OF WASHINGTON COUNTY,PENNSYLVANIA
IN RE:THE ESTATE OF NATHAN W.HENNING,
an alleged incompetent.
PETITION FOR THE APPOINTMENT
OF A GUARDIAN FOR AN ALLEGED INCOMPETENT
TO THE HONORABLE,THE JUDGE OF THE SAID COURT:
The Petition of JAMES W.HENNING and FREDERICK E.MAXON
respectfully represents:
1.That the Petitioners are the son and stepson of the
said NATHAN W.HENNING,the alleged incompetent,and the said
Petitioners reside at 210 Fallowfield Avenue,Charleroi,washingto
County,Pennsylvania,and 240 Pittsburgh Street,Uniontown,Fayett
County,Pennsylvania,respectively.The alleged incompetent has
his legal domicile in the Borough of Charleroi,Washington County,
Pennsylvania at 810 Fallowfield Avenue where he made his home for
many years but is and has been for some time a patient at the
waddington Nursing and Convalescent Home,R.D.#1,Fayette City,
Fayette County,Pennsylvania.
2.That the said NATHAN W.HENNING,because of mental
infirmity caused by hardening of the arteries being presently 86
years of age is unable to manage:his property and is liable to
dissipate it,or become the victim of designing persons.
3.That the Estate of the said NATHAN W.HENNING is as
follows:Bank Accounts,Charleroi Office,Mellon National Bank &
Trust Co.,$12,000.00;Realty at 810 Fallowfield Avenue,Charleroi
Pennsylvania,having a value of approximately $8,000.00;Corning
Glass Company Stock.
"
4.That the following is a list of all persons residing
within the Commonwealth of Pennsylvania,who are sui juris,and
who will be entitled to share in the estate of the alleged incom-
petent if he died intestate at this time:
Jh~ES W.HENNING,a son,who resides at
810 Fallowfield Avenue,Charleroi,Pennsylvania.
5.That the following named persons have an interest in
the alleged incompetent's welfare or his estate:
JAMES W.HENNING,his son,as setforth above,
FREDERICK E.MAXON,his stepson,as setforth above.
6.That NATHAN W.HENNING,the alleged incompetent,has
no guardian of his estate.
WHEREFORE,your Petitioners pray that this Court adjudi-
cate NATHAN W.HENNING to be an incompetent and to appoint a
guardian'of his estate.
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CClVllvl0NWEALTH OF PENNSYLVANIA:
COUNTY OF WASHINGTON:
SS:
Frederick E.Maxon
PERSONALLY APPEARED before me,the undersigned authority
JAMES W.HENNING and FREDERICK E.~1AXON,who,being duly sworn
according to law deposes and says that the facts contained in the
foregoing PETITION FOR THE APPOINTMENT OF A GUARDIAN FOR AN
ALLEGED INCOMPETENT are true and correct to the best of their
knowledge and belief.
WITNESS their hands and seals this /;T4 day of Februap
1970.
SWORN TO AND SUBSCRIBED
before me this 17ft5
day ofFebrua~y,1970.
,
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--y'/Notary Public,"......
"
My Commission Expires:
t/etD247dt?~.:t!;'i/3
Notary PUblic Ch I '•ar erot,Wash'My CommiSsion Ex 'IOgton Co.
Pires December 3l!1973,
James
.'
JOINDER AND WAIVER
I,the undersigned,being the Petitioner,the only child
of the alleged incompetent,do hereby join as Petitioner and waive any
notice or rights I may have to appear and be heard except as
Petitioner.
Dated at Charleroi,Pennsylvania,this /71Z.day of RE~br,ua'z:y,1970.
AFFIDAVIT
I,MARCELLA ,WADDINGTON,am the operator and owner of the
Nursing Home known as Waddington Nursing Home situate ln
Washington Township,Fayette County,Pennsylvania,where the said
NATHAN W.HENNING is a patient and has been a patient since the,..,
·day of(~,19E.
The said NATHAN W HENNING cannot remember except for
very brief periods of time,is disoriented as to his assets and
estate,and,does not appear to have any knowledge.of the nature
and quality of his estate and/or assets.
IN WITNESS WHEREOF,I have hereunto set my hand and
seal this!-)-'---day of
day of
SWORN TO m~D SUBSCRIBED
before me this I]k
~,-;::t~,':;LIZ..~?"-:>0""",--'1970.
My "qommission Expires:
~-ffiee~~f?;t:j 4;:/1P/~
Notary Public.Churle'oi,Washiri~to~Ct-,ll/n.
My Commission Expires Oecember 3~197':1~,II
AFFIDAVIT
AND NOW,this ~day of
DR.J.R.CONNELLY,M.D.,a physician
1970,comes
·.
medicine in the Commonwealth of Pennsylvania,having his office at
Main Street,in the Borough of Fayette City,Fayette County,Penn-
sylvania,and does depose and say that he is the physician caring
for and treating NATHAN W.HENNING,the alleged incompetent;that
in the opinion of the undersigned affiant the said NATHAN W.HENNI G
is suffering from such infirmities as to make him unable to proper y
manage his property and liable to dissipate it or to become the
victim of designing persons;that he has such physical condition a
to affect his mental capacities and his abilities to manage his
affairs.
The medica'l diagnosis for the said NATHAN W.HENNING is
as
IN WITNESS WHEREOF,I have hereunto set my hand and
seal this 02.2 day of
SWORN TO AND SUBSCR IBED
before me this
,1970.day of
J~1h
h
My~Commission Expires:
,,:'fi{~emc/e£-..:;j?t;//:3
NQtary Public.Ch;rJero'I"'a'"t,.,:··lIOZ Gf)en.
My CommiSSion t'xpires tJecember 31,1973
"
CONSENT TO SERVE
AND NOW,this f?It.day of ___~~_~__~_~_"~)?..__~,1970"come
MELLON NATIONAL BANK AND TRUST COMPANY by William E.Farner,Manag r,
Charleroi Office,and agrees that it will serve,if appointed,as
the Guardian of the Estate of NATHAN W.HENNING,an alleged incom-
petent.
Dated at Charleroi,Pennsylvania,this 1 7 ..I/t
_~J_.-,-/6_/~--,,-,,·,197°.
()
day of
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IN THE ORPHANS'COURT OF WASHINGTON COUNTY,PENNSYLVANIA
IN RE:THE ESTATE OF
NATHAN W.HENNING,
an alleged incompetent.
NO.;1 rt?of 1970 ~.
o R D E R
the
•M.in the Orphans'
Court does hereby
~'C10Ckconside~ti~hjfeOf'the
of ~',1970,at
.if/:
AND NOW,this r!2 7 ~ay o~~,1970,the
foregoing Petition having been presented to the Court,
Court Room,Third Floor,Court House,Washlngton,Pennsylvania,as
the time and place for hearing on the Petition to inquire into the
alleged incompetency of NATHANW.HENNING,presently residing at
Waddington Nursing Home,R.D.#1,Fayette City (Washington
Township),Fayette County,Pennsylvania.
BY THE COURT:
IN RE:(
THE ESTATE OF )
(
NATHAN W.HENNING,)
~~alleged Inc;~.
Q!olumnttturnltlr of 'I.'ltttnyhnutia
OJOUtttg nf ma1111ittgtnu
To:NATHAN W.HENNING
NO o 250 of 1970
Sur Petition of:JAMES 1'1 G HENNING and FREDERICK E.MAXON
me QtnutUtatt~:mnut -"-"NA"-'=-'"T~HAN W~HE1if~nNGt
that,laying aside all business and excuses whatsoever,you do fi.le ill the office
of the Clerk of our Orphans'Court of Washington County,a full and com-
plete answer,under oath,to each and every of the averments of the said
petition,on or before Wednesday ,the 1st day of__-=A=p"-"r-=i=l'---_
o'cIock_L.M.,and show cause why the said Nathan.
Wo Henning should not be declared incompetent and a guardian of his
estate appointed;
and further abide the order of our said Court in the premIses,
If you fail hereof,the petition may be taken PRO CONFESSO and
a decree made against you.
WITNESS the Honorable P.Vincent Marino,Judge of our said Court,
at Washington,Penna.,the 13thday of March ,19 70 .
~:>zz~
Clerk of the Orphans'Court
JOHN E.COSTELLO Esq.
Attorney for Petitioner.
418 Washington Ave.,
(Sed)Charleroi,Pa.,
1.5022.
S!l:
In wl1t aInurt nf aInwmnn JHtas nf lIasl1ingtnn Q!nlttttg.'tnnsgluania
(@rp4aus'<!!nurt 1iIitti.alnU
IN RE:(.(
THE ESTATE OF)..}(Ifr·t .t·(.NO.250 of 1970
NATHAN W.HENNING,)\!J,-t n tOU}
an alleged Inco~.~
<!!nmmnuUttaltq nf 'tuu.ayluauia...
<!!nuuty nf lIasq1u9tnu
To:NATHAN W.HENNING
.Sur.Petition of:JAMES W.HENNING and FREDERICKE.MAXON
~r.r.rtiug:
lit <!!dmmau~Inu,__------'N==A.==T=HA=N'----'-'-'W.=-----==HEN=.:.=N'-=IN:.:..::G'--L,_
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that,laying aside all bu~iness and excuses whatsoever,you do file in the office.
of the Clerk of our Orphans'Court of Washington County,a full and com-
plete answer,under oath,to each and every of t4e averments of the said
petition,on or before Wednesday ,the 1st day of--'-_...::;A=p;-=.r-=i=le--_
J
19~,at 1 :30 o'clock~.M.,and show cause why the said Nathan
a decree made against you.
W.Henning should not be declared incompetent and a guardian of his
estate appointed~
and further abide the order of our said Court in the premIses,
If you fail hereof,the petition may be taken PRO CONFESSO and
~...."...$":~.-.
WITNESS the Honorable P.Vincent Marino,Judge of our sai4fJ¢~u~t,
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at Washington,Penna.,the 13thday of /5rCh I '19 70;""''1 '.
~2z~
JOHN E.COSTELLO Esq.
Attorney for Petitioner.418 Washington Ave.,
(Seal)Charleroi,Pa.,
15022.
"t.'~COMMONWEALTH OFf :PENNS~LvAAfA:':i
SS:
COUNlY OF WASHINGTON:
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PERSONALLY APPEARED before me,the undersigned
,:.,..
.-to ••.'~-;'::.1.".,..~''.,>i'
authority,a Notary Public,JOHN E.COStELLO,ESQUIRE,who
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did personally serve a Citation upon Nathan W.Henning,a
copy of the said Citation being herein attached,at Waddington
Convalescent Home,R.D.#1,F~yette City,Pennsylvania.He
doth further depose and say that he did read the same to Nathan
W.Henning and delivered to him a copy thereof,in the presence
of his son,James Henning,and in the presence of Marcella
Waddington.
I~WITNESS WHEREOF,he has hereunto set his hand and
seal this 17th day of March,1970.
SWORN TO AND SUBSCRIBED
before me this /1-6/
day of March,1970.
My Commission Expires:
""~et'4J~e,c d~/,/7s
illIotary PUblic.Charleroi.Washington Cn.
My ~ml"lon Expires December 31.1&73
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COUNSELLOR AT L..AW
418 WASHINGTON AVENUE
CHARL..EROI.PA•
IN TIS:
NATIL\N ';J.H2NNING,
an alleged Incompetent.
:~STAT2 OF
IN THE COURT OF'COr-:IMON PL-~AS
OF ~'l/\S}-IINGTON COUNTY,P:3::NNA.
ORPHANS'COURT DIVISIONNO.250 of 1970
'1~~I Y~J
1",)_.JOHN E.COSTELLO
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IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA
ORPHAI'fS'COURT DIVISION
IN RE:
ESTAT2 OF
NO.250 of 1970
NATHAN W,.HENNING,
an alleged incompetent.
PETITION FCR
MAINTENANCE AND ALLOWANCE
TO THE HONORABLE,THE JUDGE OF THE SAID COURT:
YOUR Petitioner respectfully re~resents as follows:
1..Tha,t"on April 23,1970,your Honorable Court declare
NATHAN ~v.HENNING an incompetent and appointed the Mellon National
Bank and Trust Company as Guardian of his estate.
2.The said Guardian has filed an Inventory in
accordance with the Provisions of Section 402 of the Incompetence
Act of 1955,as amended,and as per the Order of Court.,;
3.The said Incompetent,NATH/ili W.HENNING,is now and
has been a patient in the waddington Nursing Home,R.D.#1,
Fayette City,pennsylvania,and will continue to be confined to
that institution•
.~.James Henning is the only child of NATH.\N '..J.HE.l\ffiING
and is a cripple being unable to walk,unable to stand and is
totally and physically unable to care for himself,He 1S,however
in possession of all of his mental faculties.
5,The said James Henning is also a patient in the
Waddington Nursing Convalescent Home,for he has no other place
nor person to care for bim~
6~The responsibility for attending to the care of the
said James He~ning is that of the Incompetent,NATHAN W.HENNING,
his father.The only income of the said James Henning is a contri
bution from the Social Security Administration,which payment is
insufficient to meet the requirements of his care at Waddington
Nursing Home"
7,Prior to the peroid of incompetency and over a perioA
of at least a year prior thereto,the said NATHAN W.HENNING did
engage counsel,John E.Costello,Esquire,to draft a Voluntary
Trust Agreement.Various agreements were drawn,meetings were
held with representatives of the Mellon National Bank and Trust
Company and with the said Incompetent,but same were never execute
or were fees ever paid therefor.
8 fl·There is currently outstanding the following bills:
Waddington Nursing Home for the care of NATHAN HENNING from
January 17,1970,through June 30,1970 -$2,720.34;and for the
care of James Henning,his son,$2,420.43,for a total bill throug
June 30,1970,of $5,140~77.
9.It is contemplated that the debts which will be
incurred for the Incompetent and his son are as follows:
waddington Nursing Home for NATHAN HENNING,365 days at $14.00 per
DAY or $5,110,00 per year;James Henning,365 days at $12 ..00 per
day or $4,380.00,for a total of $9,490.00"Miscellaneous expense~
for medicine and personal items is estimated at $1,000.00 per
annum.Insurance premiums for both NATHAN HENNING and James Henni g
-2-
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are estimated to be as follows:Medical -$50~JO;Life Insurance ..
$150,,00,for a total of ($650,.00",
10~The Incompetent owns real estate situate in the
Borough of Charleroi on which there is due the 1969 taxes totaling
$226.10 and an insurance premium estimated to be $100.,00 for a
total of $326.10.
ll~section 644 of the Incompetents Estate Act of 1955,
as amended,provides that the Court,for cause shown,may authorizE
payment of income or principal of the Estate of an Incompetent for
the care and maintenance of the children of the Incompetent.
WHEREFORE,Your Petitioner respectfully prays that your
Honorable Court:
l@ Approve payments for the maintenance and
support of the Ward,NATHAN W.,HENNING,so long as
he shall remain a patient in the Waddington Nursing
Home;
2.Approve the pa~ment of the care and maintenance
for James Henning,son of the Incompetent,at the
waddingtpn Nursing Home,which sum shall be in supple-
ment to the payments he received from the Social Security
Administration;
3~Approve payments for the medicines and
personal items and medical and life insurance pre-
miums for NATHAN HENNING and James Henning;
-3-
....•~I
4.That your Court approve payment of the
sum of $lOO~OO to John E~Costello,Esquire,for
Counsel fees and services rendered to NATHAN W£
HE~mING prior to his being declared an Incompetent~
AND IT WILL EVER PRAY,ETC;
MELLON NATIONAL BANK AND TRUST CO.
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'''",
COMrv:IONWEALTH OF PENNSYLVANIA:
SS:
i ,'.
COUNTY OF WASHINGTON:
PERSONALLY APPEARED,before me,the undersigned authorit ,
Vice President
a Notary Public,Samuel M.Linduff ,UKKX±XX¥~of
the Mellon National Bank and Trust Company,Guardian of the Estate
of NATHAN W~HENNING,an Incompetent,being the appropriately
designated officer to execute and acknowledge this Petition~
IN WITNESS WrffiREOF,I have hereunto set my hand and
notarial seal this 13th'day of _....::J:..:;u:.:l.J..v----,1970.
Notary Public .
SARA M.VAN KIRK.Notarj PUb~~
Washington,Washin~ton County,•
My Commission Expires:My Commission ExpiresQctobeJ14,.1970.
}",."..."'........
'IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA
ORPHANS'COURT DIVISION
IN RE:
ESTATE OF
NO ..250 of 1970
NATHAN W,.HENNING,
an alleged Incompetent ..
o R D E R
L f:.IS;J 17 0
AND NCXN,FoH consideration of the Prayer of the fore-
goi)19 petiti.on,it is Ordered and Decreed:
j "
1.Approve payments for the maintenance and.
'supporx of the Ward,NATHAN W.HENNING,so long as
he shall remain a patient in the Waddington Nursing Home;~~<!{,~«()~,
2.A~rove the payment of the care and maintenance
for James Henning,son of the Incompetent,at the
Waddington Nursing Home,which sum shall be in supple-
ment to the payments he received from the Social Security
Administration;
3,.Approve payments for the mediciens and
personal items and medical and life insurance pre-
miums for NATHAN HENNING and James Henning;
4~That your Court approve payment of the sum
of $100.00 to John E.Costello,Esquire,for counsel
fees and services rendered to NATHAN W.HENNING prior
to his being declared an Incompetent.
BY THE COURT:
IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY~PENNA.
ORPHANS'COURT DIVISION
•
IN RE:
ESTATE OF
NATHAN W.HENNING~
an alleged incompetent.
)
)
)
)
)
)
)
)
No.250 of 1970
DEC R E E
AND NOW~April ~.J ~1970,upon consideration of the annexed
petition and after a hearing held following due notice~it is ORDERED AND
DECREED that
NATHAN W.HENNING is adjudged an incompetent.
Mellon National Bank and Trust Company is appointed Guardian of the
Estate of NATHAN W.HENNING,an incompetent.
The said Guardian is directed to file an inventory in accordance with
the provisions of Section 402 of the Incompetents'Estates Act of 1955,as
amended.
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STATE OF PENNSYLVANIA,
f SS:COUNTY OF WASHINGTON,
Personally appeared before me the undersigned authority
.....s.9.-.m.u.!il.l..M.,....b.i.ng.Hg,.....Y.~f..~...;p,.t.~.;'!J.~.~.Bh ...M.~g9.B ..~~!.t.2!]..?-.~...~.~.B~...?-.B.eJ...~E.~.~.tf..!?~P.~.BY.I...................
guardian of the estate of..............NA..:r.:H;A.N..W.~.....~.N.NJ.N9"....l.u\;..Qmp..~.t.~.nt .........................................................................,,..........................................................................................................................................................................................................................................................................
~~,who being duly sworn,deposes and says that the following is a true and correct Inventory and State-
ment of the personal and real property which are of the estate of the above named minor
Mellon National Bank and Trust Company,......._....~~;:;..~;:::...~.".:".~:,~:1.~~~I ;.:~~n~:::~:~..
_..~L>f\o O,.....~;..c~;rl~_...)
Dollars Cents
PRINCIPAL-PERSONALTY:
Cash representing accumulated Social Security
and Corning:Glas s Works benefits S 1,017 70
Mellon National Bank and Trust Company,
G,..()'urth r.~~.f.,~.(~r:=ltp Nn O:U;1~r!::>h::>r!n .1-~1 1962 8 000 00
First National Bank and Trust Com9an7"
of Charleroi.Saving:s Account No.39 3,509 76
CharlerOl .rederal ::SavIngs,&Loan
Association.Saving:s Account No.3873 11,576 38
PIttsburgh NatlOnal Hank,
Charleroi,Savings Account No.15879 2,741 52
MeHon Natlonal Hank and Trust
Company,Charleroi,Savings Account No.6420369 5,613 07
United States of A'YY1P"l"ica Treasurv Bonds Series E
#D84465918 E dated November 1962 $500.00
#M845q1647 E'-,N overnher 1q 1)2 1 000.001 1 500 00
J
Columbia Gas -Refund of Overpayrnent 34 00
Banker's Life C1omfany,Policy No.489398
issued on the life 0 Nathan W.Henning 0
Metropolitan Life Insurance Company,
GrouD Policv No 8053 G Serial No 4971 0
IPrudentialInsuranceCompanyofAmerica,Policy
No.'2303211 issued on life of Nathan W.Henning 0
Prudential Insurance Company of America,Policy 1No.2969806 is sued on life of Nathan W.Henning 0
Banker's Life Company of Des Moines,Iowa,
IPolic:v No 4.Ql:;Lt':l.Q it::t::llPr!(....1"1 lifp nf "T>-,W TT •T'lCY 0
Monnno:;lhpl:;l r.p'YYl Deen Nn 114R fnr Lnt 14.1 Sprtinn D 0DollarSavings,Bank,Savings Account No.522819
reg:istered Nathan W.Henning 1.T.F.James W.Henning.ba1
ance $7,158.48 Works 0
Ben ",fit",::I,..e ::Inti ..J f,..nrn Snri::ll Sprl",..ihr Rr r.n"'ninO'G1aRR/0
PRINCIPAL-REALTY:
810 Fallowfield Avenue.Charleroi Pennsvlvania Undeter tnined
I
I
TOTAL $33.992 43 I
,
•
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.
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N O.';•••~.?Q...gLJ.9...?..~:~,19 ;..
;In.Re Estate
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NATHAN W..HENNING~',........................................................,1...
Filed J.gly...J.2 ,19.7..Q ..
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Jolin E.Costello
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IN THE COURT OF COMMON PLEAS
OF WASHINGTON COUNTY,PENNA.
O~PHANSt CguRT DIVISION
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IN RE:
,"
Estate of Nathan W.
Henning,an Incompetent,
by MELLON NATIONAL BANK
AND TRUST COMPANY,
Guardian
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(,7,I~"
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•l~;>90..<to-'
PETITION OF GUARDIAN TO
APPROVE SALE OF REAL ESTATE
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COUNSELLOR AT I-Aw
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PHONE 463-5961
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.JOHN E.COSTELLO
416 WASHINGTON AVENUE
CHARI-ERO••PA:
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IN TIlE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA
ORPHANS'COURT DIVISION
IN RE:THE ESTATE OF NATIIAN W.HENNING,
AN INCOMPETENT
PETITION TO APPROVE SALE OF
REAL ESTATE
TO TIlE HONORABLE,THE JUDGES OF THE SAID COURT:
1.Your petitioner is the Mellon National Bank and
Trust Company,the GUardian of the Estate of Nathan W.Henning,
an Incompetent duly appointed by the Orphans'Court of Washington
county,pennsylvania~.
2.Your Petition has heretofore filed in the Office of
the Register of Wills of Washington County,pennsylvania,an
Inventory and Appraisement of the assets of the said Natfian W.
Henning,an Incompetent,and a copy of the Inventory and Appraisem t
is attached hereto and made a part hereof.
3.Among the assets listed in the estate of the said
Incompetent was certain real estate situate at 810 Fallowfield
Avenue,in the Borough of Charleroi,Washington County,PennsylvanOa,
having erected thereto a five (5)room frame dwelling house.The
same is more particularly bounded and described in the Agreement 0
Sale which is attached hereto and made a part hereof.
4.Your Petitioner and the said James Spallino &uGar01±oo;.'•
spallino,have entered into an Agreement of Sale for the said real
estate interest of the Incompetent,which agreement is sUbject to
the approval of this Court and a copy of hO hw1C agreement is attache
c.
'.
hereto and made a part bereo£.
5.Your Petitioner has made a careful search for
prospective buyers and -,has had a careful evaluation made of the
market value of the said real estate and believes that the purchase
price as set out in the agreement,to wit:-$8,000,00 is a fair
and appropriate sum~to be paid for the said real estate of the
sid Incompetent.
6.There is attached hereto Affidavits of two competent
realtors setting £orth that the price £ixed in the Agreement o£
Sale is fair and represents the market price for the said property
7.Your petitioner believes that it is in the best interest
of the Estate o£Nathan W.Henning,an Incompetent,for the sale
to be approved.
WHEREFORE,your Petitioner prays that an appropriate
Order of approval o£the sale be made by your Honorable Cout.
AND IT WILL EVER PRAY,ETC.
MELLON NATIONAV.,BANK AND TRUST
COMPANY,Guardian o£the Estate
o£Nathan W.Henning,an Incompe ent
By:~~//:~~/J...,....."·"';,_'~_u/~IJA<44-~~\2--__--1-_
1\:RI:.<'L~'3 Wl'~'"OT:Ti:;tX'if}~',r:,,",;('"
Trust O££icer
-.
COMMONWEALTH OF PENNSYLVANIA:
SS:
COUNTY OF WASHINGTON:
PERSONALLY APPEARED before me,the undersigned authority,
MELLON NATIONAL BANK AND TRUST COMPANY,Guardian of the Estate of
NATHAN W.HENNING,an Incompetent,by its Trust Officer,
ARLIE W.OTT,who,being duly sworn according to law,deposes and
says that the facts contained in the foregoing Petition are true
and correct to the best of his knowledge and belief.
1971.
WITNESS his hand and seal this l?~day of January,
MELLON NATIONAL BANK AND TRUST
COMPANY,GUARDIAN of the Estate 01
NATHAN W.HENNING,an Incompetent,
BY---r-I7lt~!Jd&~~.~tJ.~fJI-:.:....-··.__
URLIE W.OTT
Trust Officer
SWORN AND SUBSCRIBED
before me this
da)7o~January,1971.
"-...'/•1"._/,
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EXHIBIT "Au
DESCRIPTION OF REAL ESTATE
<I.
ALL that certain pi~ce or parcel of groundsituate in the
orough of Charleroi,Washington County,Pennsylvania,and designat d
No.657 in the Charleroi Land Company's Plan of Lots and fr nt~
°ng on Fallowfield Avenue between Eighth Street and Ninth Street
urther described as follows:
BEGINNING on the dividing line between Lots.Nos.Six Hund ed
ifty five (655)and Six Hundred fifty seven (657);thence along sa d
ividing line One Hundred (100)feet to a Fifteen (15)foot wide al ey
hence along said alley twenty~two (22)feet to the dividing line
etween lots six hundred fifty seven (657)and six hundred fifty
ine (659);thence along said dividing line one hundred (100)feet
o Fallowfield Avenue;thence Southwardly along said avenue twenty
wo (22)feet to the place of beginning.
.......
625 Liberty
North Charleroi,Pennsylvania 15023
December 24,1970
Mellon National Bank and Trust Company
40 South Main Street
Washington,Pennsylvania 15301
Gentlemen:
Guardian Estate of Nathan W.Henning -Account No.140-672
We hereby submit an offer to purchase the house and lot known as 810 Fallow-
field Avenue,Charleroi,Pennsylvania,for a consideration of $8,000.00 and
do further enclose our hand money deposit of $100.00 herewith.It is under-
stood that the seller will pay all real estate transfer taxes required on the deed
and that real estate taxes will be prorated to the date of delivery of the deed.
It is also understood that you may solicit additional bids for this property and
if you should receive same we shall be granted an opportunity to match any
such offer.In addition,on signing of this agreement we will forward an
additional check in the amount of $900.00 to be added to the sum as noted
above as additional hand money.The terms as set forth above and the accept-
ance of same are based on the Orphans l:Court approval of the sale of this
property and its decision is final.
Very truly yours,
Caroline D.Spallino
Receipt of the above offer and additional hand money deposit of $900.00 is
hereby acknowledged.It is understood that if the offer is not accepted by the
Orphanst Court all hand money will be returned.It is further agreed that
the guardian shall notify the above bidders of any additional bids received
in a prompt manner in order that all parties interested have an equal oppor-
tunity to purchase said real estate.
Mellon National Bank and Trust Company
January 4,1971 B Y---t-7{M;-~"-.::.--'cJ~.&-:..:..--'I -_'_
Trust Officer
•
AFFIDAVIT OF VALUE
COMMONWALTH OF PENNSYLVANIA:
SS:
COUNTY OF WASHINGTON:
PERSONALLY APPEARED before
Bid~~,
me,the undersigned authority,
a duly licensed realtor having
his office in ~,Washington County,--------------
pennsylvania,who,being duly sworn according to law,deposes and
says that he is well and truly acquainted with the property owned
by NATHAN~W.~HENNING,at 810 Fallowfield Aven~Charleroi,Washing on
county,pennsylvania,which is the subject to the Agreement of Sa~
and petition to which this Affidavit is attached;that in his opin on,
the purchase price of $8,000.00 rep-resents the fair market value 0"
the said realty of the said NATHAN W.HENNING,an Incompetent;tha
he has examined the property and sets out to be his professional
opinion.
IN WITNESS WHEREOF,he has hereunto set his hand and seal
this %;d.day of January,1971.
~~SE\L)
SWORN TO AND SUBSCRIBED
before me this f#
rdewofJanuary,1970.
.--.
AFFIDAVIT OF VALUE
COMMONWEALTH OF PENNSYLVANIA:
COUNTY OF WASHINGTON:
SS:
L
PERSONALLY APPEARED before me,the undersigned authority,
~&!.2J ¥M ,a duly licensed realtor having his
i:fice in (Zl!ubd ,Washington County,Pennsylvani a
who,being duly sworn according to law,deposes and says tat he is
well and truly acquainted with the property owned by NATHAN W.
HENNING,At 810 Fallowfield Avenue,Charleroi,Washington County,
pennsylvania,which is the subjectt6 the Agreement of Sale and
petition to which this Affidavit is attached;that in his opinion,
the purchase price of $8,000.00 represents the fair market value 01
the said realty of the said NATHAN W.HENNING,an Incompetent;that
he has examined the property and sets out to be his professional
opinion.
IN WITNESS WHEREOF,he has hereunto set his hand and seal
this itt .day of January,1971.
~V.~)(SEAL)
//{/L/
SWORN TO AND SUBSCRIBED
before me this ~~
J:day of January,197~.
IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA
ORPHANS"COURT DIVISION
IN RE:THE ESTATE OF NATHAN W..I-JENNING,
An Incompetent
ORDER FIXING RETURN DAY ON PETITION
~.•
AND NOW,this ~day of January,1971,upon considera-
tion of the foregoing petition,the Court directs that notice of
the proposed private sale be given in one newspaper of general
circulation in the area and in the Washington County Reports,the
legal journal for the said county,at least /0 days priorr-
to the time fixed for confirmation of the sale..
The Court does hereby fix the 1971,
\
at /c!lI'O-Ootclock LZ.'"M..as the time for hearing this petitionrt::l--
for the private sale of real estate of the Incompetent.
BY 0 T:
/~d-a.-_.-40~~-e..r-"_ct7h
P..V..MARI~\O
president Judge
(
IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA
ORPHAN'S COURT DIVISION
IN RE:THE ESTATE OF NATHAN W..HENNING,
AN INCOMPETENT
o R D E R
r ~
AND NOW,this -day of
consideration of t~e within Petition and of the
1971,upon
ibits-::hereto
attached,the petitioner,MELLON NATIONAL BANK AND TRUST COMPANY,
Guardian of the Estate of Nathan W..Henning,an Incompetent,is
authorized to execute such deeds,conveyances and documentation
of titles as may be necessary to effectuate the sale of the said r al
estate described in the Agreement of Sale which is attached hereto
and made a part hereof and~ecifically is authorized to sell the
interest of the Incompetent in the real estate described in the
Agreement of Sale to Mr.James Spallino and Caroline D.Spallino,
his wife,as joint tenants with the right of survivorship.
BY THE COURT:
IDENT JUDGE
I
AFFIDAVIT OF EXECUTOR
STATE OF PENNSYLVANIA
SS:
COUNTY OF WASHINGTON
Personally before me,the undersigned authority,a Notary Public in and for said
County and State,appeared ARLIE W.OTT,TRUST OFFICER of MELLON NATIONAL
BANK AND TRUST COMPANY,who,being duly sworn according to law,deposes and
says that MELLON NATIONAL BANK AND TRUST COMPANY is the executor of the
estate of NATHAN W.HENNING,deceased,that the following schedules constitute a
complete inventory and appraisement of the real and personal estate of NATHAN W.
HENNING,deceased,except real estate outside the Commonwealth of Pennsylvania;
that the figures opposite each item Of real and personal estate in t~.e,...i'Ollowing schedules
are determined and stated by the undersigned to be the fair vah7e"··of said items as of the
date of the decedent's death,based upon a just appraisement of each item made by the
above named Executor.
Sworn and subscribed before me this /..3~
TRUST OFFICER of MELLON NATIONAL
BANK AND TRUST COMPANY
.Notary Public
DCllORES P.MEREDITH,NotaryPubli~
Washington,Washington C~unty.Pa.
illy Commission Expires
January 28,1975
d~:9~'7'.''/Yk~.~::;:/,""5i:......,.:_.,1971
~i~/~~k<~,
EXECUTOR ESTATE of NATHAN W.HENNING,
DECEASED
INVENTORY AND APPRAISEMENT of the goods and chattels,rights and credits which
were of NATHAN W.HENNING,Deceased,late of 810 Fallowfield Avenue,Charleroi,
Washington County,Pennsylvania,taken and made in conformity with the abo've affidavit.
PERSONAL ESTATE SCHEDULE
$12,075.33
801.90
Mellon National Bank and Trust Company
Guardian Estate of Nathan W.Henning
under Appointment of Common Pleas
Court of Washington County Orphans
Court dated April 23,1970
Principal cash
Income cash as of 3/6/71 $12,877.23
Prudential Insurance Company
of An'lerica
Proceeds of Policy No.2303211 2,215.56
""/"...
Bankers Life Company
Proceeds of Policy Numbers
489398 and 495439
Treasurer of the United States
Social Security lump sum
death benefit
Bankers Life and Casualty Company
Medical benefits under Policy
No.660-066-289
$8,321.08
255.00
49.25
Bankers Life and Casualty Company
Refund of unearned premiums
on Policy Numbers:
660-066-289 $
680-230-526
Mutual of Omaha Insurance Company
Refund of unearned premiums
on Policy Numbers:
IOCLO-329043-69M $
90HOB90-2282ll-67M
Blue Cross of Western Pennsylvania
Refund of unearned premium
6.28
46.31
4.50
25.70
52.59
30.20
8.55
C.1.T.Financial Corporation
4.082%Demand Note
Interest from 3/2/71 to 3/6/71
Commercial Credit Company
4.212%DemandNote
Interest from 3/5/71 to 3/6/71
General Electric Credit Corporation
4.212%Demand Note
$3,000.00
1.41
$11,000.00
1.34
3,001.41
11,001.34
6,000.00
Mellon Bank
Trust Department Savings Account $
Interest from 1/1/71 to 3/6/71
Pocket watch
Firearms (Distributed)
Firearms (Sold)
Total Personal Property Appraisement
800.00
6.41
60.00
60.00
806.41
5.00
120.00
$44,743.62
REAL ESTATE SCHEDULE
REAL ESTATE IN PENNSYLVANIA
None
MEMORANDUM OF REAL ESTATE OUTSIDE
THE COMMONWEALTH OF PENNSYLVANIA
None
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INVENTORY AND APPRAISEMENT
IN THE ESTATE OF
NATHAN W.HENNING,
Deceased
Filed ,1971I'.
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Attorney:John E.Costello,Esquire
418 Washington Avenue
Charleroi,Pennsylvania
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BAIANCE DUE -$33,429.19
nKr:/~F(j~/$76
C'.:,jt..).:.:J••'''-::tpn~.;!rit'i Dvt.fff1.U.}..
ihilt I iHwe (iiuen rerYlf'1otice to ail p?Jr!l;j",,~
t ,'Uiej!Uii:;'i!in(,l of tiie within aCEfwnt ir;dH]mn:r'ner ,.-,'!"IS-;~i".,,;I;;j ::It,nute and Hufe of Court..(£s euider:oed by proo]::
'i (!'jo/to iVo.&'3-1 (-8 3..5
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fhwirder of Wills
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EXECUTOR
ESTATE OF
NATHAN 'w.HENNING,DECEASED
FIRST AND FINAL ACCOUNT OF
NO.
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'{8r ooilfirmatlon.
MELLON NATIONAL BANK AND TRUST COMPANY
"-
1.
./
IN THE COURT OF COMMON PLEAS OF WASHINGTON
CQUNTY,'PENNSYLVANIA
ORPHANS I COURT DIVISION
Filed
JOHN E.COSTELLO
Attorney-at-law
Charleroi,Pennsylvania iJ~?;;L.o 0
Fee -
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IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA
ORPHANS'COURT DIVISION
NO.63-70-250
ESTATE OF NATHAN W.HENNING,DECEASED
FIRST AND FINAL ACCOUNT OF
MELLON NATIONAL BANK AND TRUST CGfPANY
EXECuTOR
SUM MAR Y
SCHEDULE "A"
PR INC IPAL-PERS ONALTY
October 18,1971
Receipts
Disbursements
Receipts
Disbursements
Page 3
-Page 5
SCHEDULE "B"
INCOME-PERSONALTY
Page 6
Page 7
Balance
Balance
NET BAlANCE \
$44,761 62
11.990 89
$32,770 73
$793 12
134 66
658 46
$33,429 19
DF:kh
Balance consists of the following:
PRINCIPAL-PERSONALTY
Temporary Investmepts:
CIT Financial Corporation Demand Note
Commercial Credit Company Demand Note
FORWARD
$1,000 00
11.000 00
$12,000 00
BROUGHT FORWARD
United States of America Treasury Bills,
dated 4/22/71
$10,000.due 10/21/71
United States of America Treasury Bills,
dated 6/3/71
$10,000.due 12/2/71
Fox Sterling Shotgun advanced
(See Exhibit No.1 Page 8)
Yellow Gold Pocket Watch advanced
(See Exhibit No.1 Page 8)
Cash
INCOME-PERSONALTY
Cash advanced
(See Exhibit No.1 Page 8)
Cash
- 2 -
$12,000 00
9,859 80
9.885 00
$60 00
5 00
$500 00
158 46
$31,744 80
65 00
960 93
$32,770 73
658 46
$33,429 19
,.
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I
SCHEDULE "A"
PRINCIPAL-PERSONALTY
Receipts
1971
July .13 Inventory filed $44,743 62
1971 Conversion of Assets Without Gain or Loss
June 3 Proceeds sale $1,000.General Electric Credit
Corporation Demand Note at 100.$1,000.00
Carrying value 1,000.00 $000 00
15 Proceeds sale $2,000.CIT Financial
Corporation Demand Note at 100.$2,000.00
Carrying value 2,000.00 000 00
I
July 22 Proceeds redemption $10,000.United States of
I America Treasury Bills,dated 1/21/71 at 100.,
less increment credited to income $9,904.70
Carrying value 9,904.70 000 00
Sept.2 Proceeds redemption $10,000.United States of
America Treasury Bills,dated 3/4/71 at 100.,
less increment credited to income $9,890.20
Carrying value 9,890.20 000 00
Oct.12 Proceeds sale $5,000.General Electric Credit
Corporation Demand Note at 100.$5,000.00
Carrying value 5.000.00 000 00 000 00
1971 Miscellaneous
Apr.29 Richardson Agency,Incorporated:
Refund of unearned premium on Homeowners Policy $6 00
May 26 R.A.Paynter,Incorporated:
Refund of unearned premium on Liability Insurance 12 00 '18 00
1971 Purchase of Assets and Temporary Investments
Apr.22 $10,000.United States of America Treasury Bills,
dated 1/21/71,due 7/22/71 at 99.047 $9,904 70
June 3 $10,000.United States of America Treasury Bills,
dated 3/4/71,due 9/2/71 at 98.902 9,890 20
July 22 $10,000.United States of America Treasury Bills,
dated 4/22/71,due 10/21/71 at 98.598 9,859 80
Sept.2 $10,000.United States of America Treasury Bills,
dated 6/3/71,due 12/2/71 at 98.85 9.885 00
$39,539 70
Cash expended re purchases 39.539 70 000 00
$44,761 62
- 3 -
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,
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I !iSCHEDULE"A"IPRINCIPAL-PERSONALTY II
Disbursements I I,
I I1971FamilyExemptionII•I IApr.21 James W.Henning,Son I $1,500 00
i,I1971AdministrativeExpensesIApr.2 Washington County Reports:I
$14 !00AdvertisingLetters,
14 Daily Republican:IIAdvertisingLetters!12
1
50 IiI27MichaelA.Melinchak:
Reimbursement for One Death Certificate 2 00
I July 15 Register of Wills,Washington County,Pa.:
Court costs,as follows:
4/2/71 Grant of Letters $17.50 I7/15/71 Filing Inventory 15.00 32 50
Oct.18 John Costello:Attorney's fee 2,240·00
18 Mellon National Bank and Trust Company:
Compensation as Executor 2.240 00 4,541 00,
1971 Preferred Debts
Apr.7 MichaelA.Melinchak:Funeral bill $1,587 00
20 Waddington Convalescent Home,Incorporated:
Hospital expenses 568 05
June 11 Aland C.Dent,M.D.:
Professional services per statement dated 3/6/71 I
and 4/29/71 $60.00
Less:
1 72
Payment from Bankers Life and
Casualty Company 14.28 45
Sept.3 Kurtz Monument Company:Grave marker 550 00 2,750 77
1971 Other Debts IMay11JohnE.Costello:
Professional services per Guardian Account $115 00
11 Mellon National Bank and Trust Company:
Compensation as Guardian 1.264 12 1.379 12
1971 Other Taxes
May 31 Russell Marino,Register of Wills:
Payment on account of Pennsylvania Inheritance
Tax being 6%on $31,666.67 $1,900.00
Less 5%discount 95.00 1.805 00
FORWARD $11,975 89
,
- 4 -
I
.,ii
r----------------------
1971
May
BROUGHT FORWARD
Miscellaneous
25 Mellon National Bank and Trust Company,Guardian
Estate of Nathan W.Henning,Incompetent under
Appointment of Common Pleas Court of Washington
County,Orphans'Court Division,dated
April 23,1970:
Payment to R.A.Paynter,Incorporated for
Liability Insurance
- 5 -
$11,975 8:9
_.........--:::;15 00
$11,990 89
·
SCHEDULE "B'I
INCOME-PERSONALTY
.Receipts·I
Interest-Bills ,I
United States of America Treasury Bills,,
dated 1/21/71
$10,000.Increment to 7/22/71 $95 30
United States of America Treasury Bills,
dated 3/4/71
$10,000.Increment to 9/2/71 109 80 $205 10
Interest-Demand Notes
CIT Financial Corporation
Interest earned during the period
3/6/71 through 9/30/71 $55 62
I··
Commercial Credit Company
Interest earned during the period I
3/6/71 through 10/6/71 341 07
General Electric Credit Corporation
Interest earned during the period
3/9/71 through 10/12/71 167 31 564 00 I
Interest-Temporary Deposit
Deposited at Interest in Mellon Bank I
Interest earned during the period I
3/31/71 to 4/8/71 2 96
Interest-Insurance
Prudential Insurance Company of America
Post Mortem interest on Policy No.2303211 $13 65
Bankers Life Company
Post Mortem interest on Policies
No.489398 and 495439 7 41 21 06
$793 12
,
I
I
I
- 6 -
.
.-
SCHEDULE''B''
INCOME-PERSONALTY
Disbursements
1971 Administrative Expenses
Apr.8 Treasurer,Washington County,Pa.:
1971 County Personal Property Tax $95 00
Oct.18 Mellon National Bank and Trust Company:
Compensation as Executor 39 66
...
_ 7 -
$134 66
·"
EXHIBIT NO.1
Payments on account of distributive shares:
PRINCIPAL-PERSONALTY
Charles Armentrout,Legatee:
Advancement on account of distribution
under Paragraph 6B of the Will:
Fox Sterling Shotgun advanced 7/2/71
Inventory value
Estella Piper,Legatee:
Advancement on account of distribution
under Paragraph 6E of the Will:
Yellow Gold Pocket Watch advanced 4/26/71
Inventory value
INCOME-PERSONALTY
Mellon National Bank and Trust Company,
Trustee under Will of Nathan W.Henning,
Deceased for James W.Henning:
Advancement on account of distribution
under Paragraph 8 of the Will:
Cash advanced 10/8/71
- 8 -
$60.00
5.00
$65.00
$500.00
."
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 more than six months
have elapsed from the date of grant of letters and from the date of the
first complete advertisement of grant of letters testamentary,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.
TrUStOfficer
Sworn to and subscribed
before me this~~~~ay
A.D.1971
,
,~..."":~/71.._.',2(~r~.
.Notary Public
DOLORES P.MERED'TH,Notary PublicWashington,Was~,n ,.on County.P.a..
My Corr .S51•.1 ExpiruJanuaryLa,1975
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,
TrUStOfficer
.,
...:~---"?-'-"'-"""'~.EX Ecli;r ,
Estate of N~ING,'deceased ..Cha.fl.~ero..i;Wli.S'.1Insylj(llfiia'<,'
iA!tteirs:Testament~rY,t
above,estate,havlng ·'be'e'n.
to th.e undersigned'llotice isbygiventot~ose ;indebted',to to make Immediate .itandtothosehaving"da:iin~,•
mands'to present them £or'Settle.'ment.·.';."~ellon National'Bank &:ira;t 'mpany.Executor40SouthMainStreet
I Washington.Penn,.sylvaniaI15301
I fl;nwE..Costello,,Atforlley •
I .:,.,,ashmgton,.Ayen.ue .',,Charleroi.PennsYl'ttJ;l.l",'j1502~"7'MARCH 25.APRII,j';L'a11d <11';"197'1.--.
PROOF OF PUBLICATION
In compliance with the Newspaper Advertising Act of May 16,1929 P.L.1784,Sec.3.
paragraphs (3)and (25),
County of Washington I ss:
State of Pennsylvania
Personally appeared before me,a Notary Public in and for said county and state,
Mrs__,l__,FD,eSantis"__,who,being duly sworn,deposes and says:that,She,__is
the .QQQkk~e~.r,....__,..__,of The Monongahela Publishing Co.,a Pennsylvania corpora-
tion,and its agent in this behalf:that the said company is the publisher of The Daily
Republican,published daily except Saturday and Sunday,having its place of business at
Monongahela,Washington County,Pennsylvania;that the said Daily Republican was
established in the year of 1846;that the printed notice or advertisement,attached hereto
is a copy of a notice or advertisement,exactly as printed or published,which appeared
in the said newspaper in its regular issues on.the following dates:
\
THE DAILY H'ERALD
MONONGAHELA,PA.
.March25",,~pril,land __,S ,__1971__,,,.,--------.,....,..'----,,--.--..----,.,,----,----..
~~2,'J~~mEXECUTQR~S NOTl.CE.:.Estatem'of''NathanuW.---Rennj Dgmm__m m'mmm__m'
.'~'0 she"-:""....,that the affiant or the corporation in behalf of which"",,""""""is acting is not inter-
;ested in the subject matter of said notice or advertising and that all of the allegations of
ili;~affidavit as to th~~a£a1::,~~~_"."""
~-Sworn~to and subscribed before me this..'~'-;>'-;'S~hyof ,APt·~""".197 1 ,,.,:".-;".1..A .-~-\~~,-,-'"".'"""""
Notarv Public
I
--;-----------------------
Washington County Reports,
Washington,Pennsylvania
(PUBLISHED BY WASHINGTON COUNTY BAR ASSOCIATION)
PROOF OF PUBLICATION
In compliance with the Newspaper Advertising Act of May 16,1929,
P.L.1784 Sec.3,paragraphs (3)and (25).
COUNTY OF WASHINGTON}SS.
STATE OF PENNSYLVANIA
Personally appeared before me,a Notary Public in and for said County
and Commonwealth,CHARLES C.KELLER,who,being duly sworn,deposes
and says:that he is the Editor of the WASHINGTON COUNTY REPORTS,
the official legal periodical for said Washington County,published weekly
having its place of business at Washington"Washington County,Pennsylvania,
and is acting as its agent in this behalf;that the said WASHINGTON
COUNTY REPORTS was established on March 31,1920,and was designated
as the official legal publication for Washington County,Pennsylvania,by order
of the several courts of said County,dated November 11,1920;that the printed
notice or advertisement attached hereto is a copy of a notice or advertisement,
exactly as printed or published,which appeared in the said legal periodical in
its regular issues on the following dates:
...............~~EE!2 ??.L..~?..?.~..
Estate Notices
The Register of Wills has granted
letters,testamentary or of administration,
in the following estates.Notice is hereby
given to all persons indebted thereto to
make payment without delay and to those
having claims or demands to present
them for settlement to the Executors or
Administrators or their Attorneys.
•••• •• • •••••• ••••
HENNING,NATHAN W.•Dec'd.
Late of Borough of Charleroi,Wash-
ington County,Penna.Executor:MeHon National Bank andTrustCompany,40 South Main Street.
Washington,Pa.15301
Attorney:John E.Costello,418 Wash-ington Avenue,Charleroi,Pa.15022
................4.pr.i.l 1.,.8..,.1.9.1.1 .
that the affiant or the corporation in behalf of which he is acting is not
interested in the subject matter of said notice or advertising and that all of the
~~~~of"'""'id,vi'"to tire?J:r m:t"'''@'pnd~...............~.~:~~t&~
~~_.P-:ditor -.
Sworn to and subscribed before ~_~~
......8..t.h day Of I.J:l?~,;J "7J ,19 7.;..
··~Jr~ii,r?'-t/"t JDSE?i:EJE T.SC!MWHI/\
NJt~ry Pt:i.:H:,V.':sh!r:~~0!1,V/i:~d:;r:3tJn Co.
;'ly.Co;nmission Expires July 1,1574,
SIATEMENTOF ACCOUNT OF
MELLON NATIONAL BANK AND TRUST COMPANY,GUARDIAN
ESIATE OF
O.RIGINAL NATHAN W.HENNING,INCOMPETENT
May 4,1971
S U M M A R Y
SCHEDULE "A"
PRINCIPAL-PERSONALTY
$34,849.90
,
Receipts Page 3
Amount transferred from Income-
Personalty for investment 275.40
Amount transferred from Income-
Personalty for payments 613.55
Amount transferred from Principal-
Realty to consolidate 7,696.00 $43,434 85
Disbursements Page 7 43.434 85
Balance $000 00.."'.'SCHEDULE "B"
INCOME-PERSONALTY
Receipts Page 9 $4,401 94
Disbursements Page 11 $3,259.08
Amount transferred to Income-
Realty for payments 253.91
Amount transferred to Principal-
Personalty for investment 275.40
Amount transferred to Principal-
Personalty for payments 613.55 4.401 94
Balance 000 00
Receipts
SCHEDULE "c"
PRINCIPAL-REALTY
Page 12 $7,696 00
Disbursements Page 12
Amount transferred to Principal-
Personalty to consolidate
Balance
7.696 00
I
000 00 I
SCHEDULE "D"
INCCME-REALTY
Rece~pts Page 13
Amount transferred from Income-
Personalty for payments
Disbursements Page 13
$30.00
253.91 $283 91
283 91
Balance 000 00
L...-_JM_:_Ck__---l.NE_T_BA_IA_NC_E_..l...-~____l_____.l__~
SCHEDULE "A"
PRINCIPAL-PERSONALTY
1970
July
1970
May
Receipts
15 Inventory filed $33,992.43
To reduce inventory to reflect
carrying value of United States
of America Treasury Bonds,
Series "E",dated November,1962
Inventory value $1,500.00
Carrying value 1,473.00.27.00
Additional Assets
22 Metropolitan Life Insurance Company,
Group Insurance Certificate l360l-G issued
to Nathan W.Henning for surgical benefits Undetermi~ed
Proceeds of partial sale of household goodsOct.
1971
Feb.
27
2
2
Proceeds sale of household goods
Less expenses
Cash found at residence
$287.80
89.64
$92 00
198 16
100 00 390 16
1970
July
Aug.
Sept.
Conversion of Assets Without Gain or Loss
9 Withdrawal of principal balance of Savings
Account No.3873 on deposit in the name of
Mellon National Bank and Trust Company,Guardian
Estate of Nathan W.Henning at Charleroi Federal
Savings and Loan Association $11,576.38
Carrying value 11,576.38
13 Withdrawal of principal balance of Savings
Account No.15879 on deposit in the name of
Nathan W.Henning at Pittsburgh National Bank,
Charleroi Office $2,741.52
Carrying value 2,741.52
29 Withdrawal of principal balance of Savings
Account No.9397 on deposit in the name of
Nathan W.Henning at First National Bank and
Trust Company,Charleroi Office $3,509.76
Carrying value 3,509.76
3 Proceeds redemption $1,500.United States of
America Sav~ngs Bonds,Series "E",Registered
at 100.,less increment credited to
income $1,473.00
Carrying value 1,473.00
15 Proceeds $1,000.Demand Note of General Electric
Credit Corporation at 100.$1,000.00
Carrying value 1,000.00
FORWARD
- 2 -
$000 00
000 00
.000 00
000 00
000 00
$000 00 $34,355 59
BROUGHT FORWARD $000 00 $34,355 59
1970
Nov.3 Proceeds redemption $8,000.Mellon National
Bank and Trust Company,Growth Certificate,
Registered,5%,due 10/31/70 $8,000.00
Carrying value 8,000.00 000 00
1971
Jan.18 Proceeds $5,000.Demand Note of General Electric
Credit Corporation at 100.0 $5,000.00
Carrying value 5.000.00 000 00 000 00
1970
June
July
Miscellaneous
25 Mutual of Omaha:
Reimbursement of hospital expenses from
12/18/69 to 1/17/70
6 Pennsylvania Blue Sh~ld:
Reimbursement of medical expenses due
under Medicare
$385 70
108 61 494 31
1970 Purchase of Assets and Temporary Deposits
June 19 $3,000.Demand Note of CI T Financial
Corporation at 100.
July 13 $11,000.Demand Note of Commercial Credit
Company at 100.
17 $800.Deposited at Interest in Mellon Bank
Aug.14 $5,000.Demand Note of General Electric
Credit Corporation at 100.
Nov.2 $7,000.Demand Note of General Electric
Credit Corporation at 100.
Cash expended in purchase of assets and
temporary deposits
Amount transferred from Income-Personalty
for investment
Amount transferred from Income-Personalty
for payments
Amount transferred from Principal-Realty
to consolidate
- 3 -
$3,000 00
11,000 00
800 00
5,000 00
7.000 00
$26,800 00
26.800 00 000 00
$34,849 90
275 40
613 55
7.696 00
$43,434 85
SCHEDULE "A"
PRINCIPAL-PERSONALTY
Disbursements
1970 Administrative Expenses
May 8 Dr.J.R.Connelly:
Medical testimony at Guardianship proceedings $100 00
July 20 John E.Costello,Esquire:
5/8/70 Reimbursement for
out-of-pocket expenses $34.00
5/8/70 Legal fees re Petition•for Appointment of
Guardian 150.00
7/20/70 Reimbursement for cost
of filing Petition and
Order 3.50
7/20/70 Preparation and
presentation of Petition 50.00 237 50
Aug.12 C.S.Bateman Agency:Real estate appraisal '20 00
Dec.4 Pittsburgh National Bank:
Rental of safe deposit box No.26-0 5 00
30 The Valley Independent:Advertising real estate 3 60
1971
Jan.31 Daily Republican:Notice of sale of real estate 18 75
;'j,"
Feb.4 Washington county Reports:
Notice of sale of real estate 20 60
10 Clerk of Orphans I •Court,Washington County,Pa.:
5/8/70 Three certified copies
of Decree $4.50
6/12/70 Cost of certified Order 1.50
6/18/70 Cost of certified Court
Order 1.50
6/26/70 Cost of certified copy of
Decree dated 4/23/70 1.50
6/29/70 Cost of five certified
copies of Decree 7.50
7/7/70 Cost of certified copy
of Order 1.50
7/17/70 Cost of filing Inventory 4.00
7/20/70 Cost of certified copy
of Order 1.50
2/10/71 Cost of one certified
copy of Order 1.50 25 00 $430 45
1971 Distributions
Feb.9 Payments made for the benefit of the Ward per
Order of Court dated July 15,1970:
6/11/70
Prudential Insurance Company of America:
Annual premium of Policy No.2969806 issued
to Nathan W.Henning $27.55
FORWARD $27.55 $430 45
- 4 -
$36.75 .
45.45
BROUGHT FORWARD
7/20/70
John E.Costello,Esquire:
Legal fees re Will
10/13/70
Blue Cross of Western Pennsylvania:
Blue Cross and Blue Shield coverage
for James Henning from
11/1/70 to 2/1/71
2/1/71 to 5/1/71
11/13/70
Bankers Life and Casualty Company:
Semi-annual premium on
Policy No.660072340
11/17/70
Mutual of Omaha:Semi-annual
premium on Policy No.90 HOB 90
228211-67MC
11/27/70
Bankers Life and Casualty Company:
Semi-annual premium on
Policy No.680314392 issued to
James W.Henning
12/1/70
Blue Cross of Western Pennsylvania:
Supplemental Insurance premium for
Nathan W.Henning from
1/1/71 to 7/1/71
1/4/71
The Prudential Insurance Company
of America:Annual premium on
Policy No.2303211
2/9/71
Waddington Convalescent Home,
Incorporated:Services rendered
Nathan Henning from
1/17/70 to 1/31/71 $5,235.21
Services rendered
James Henning from
1/7/70 to 1/31/71 4.419.78
FORWARD
- 5 -
$27.55
100.00
82.20
29.78
55.08
67.42
17.10
43.80
9.654.99 $10 077 92
$10,077 92
$430 45
$430 45
BROUGHT FORWARD $10,077 92 $430 45
1971 Distributions
Feb.24 Payments made for the benefit of the Ward:
Expenses of real estate situate'
810 Fallowfield Avenue,Charleroi,Pa.:
7/15/70
County Treasurer,Washington County,Pa.:
Payment of net 1970 County
Real Estate Tax $46.17
12/7/70
West Penn Power Company:
Service to 11/25/70 2.44
2/24/71
Columbia Gas of Pennsylvania:
Service from 1/29/71 to 2/11/71 2.54 .51 15
1971 Distributions
Apr.16 Mellon National Bank and Trust Company,Executor
Estate of Nathan W.Henning,Deceased:
Cash and securities delivered,as follows:
4/1/71
Bankers Life Company,Policy No.489398 is.sued
to Nathan W.Henning
Face amount $5,000.00 Undetermined
4/1/71
Bankers Life Company,
Policy No.495439 issued to
Nathan W.Henning
Face amount $2,000.00 Undetermined
4/1/71
Metropolitan Life Insurance
Company,Group Insurance
Certificate 13601-G issued to
Nathan W.Henning Undetermined
4/1/71
Metropolitan Life Insurance
Company,Group Policy No.8053G,
Serial No.4971 issued to
Nathan W.Henning Undetermined
4/1/71
Prudential Insurance Company
of America,Policy No.2303211
issued on life of Nathan W.Henning
Face Amount $2,000.00 Undetermined
4/1/71
Prudential Insurance Company
of America,Policy No.2969806
issued on life of Nathan W.Henning
Face amount $1,000.00 Undetermined
FORWARD Undetermined $10,192 07 $430 45
- 6 -
BROUGHT FORWARD Undetermined $10,192 07 $430 45
4/1/71
Dollar Savings Bank,Savings
Account No.522819 in the ~me
of Nathan W.Henning in trust
for James W.Henning Undetermined
4/5/71
Monongahela Cemetery,Deed
No.1148 for Lot 141,Section D Undetermined
4/6/71
Principal cash balance in
Guardian Account at date of death $12»075.33
4/7/71
$3,000.Demand Note of CIT
Financial Corporation 3,000.00
4/7/71
$11,000.Demand Note of Conunercia1
Credit Company 11»000.00
4/8/71
Proceeds of Deposit at Interest in
Mellon Bank,liquidated in Guardian
Account after date of death 800.00
4/16/71
$6,000.Demand Note of General
Electric Credit Corporation 6,000.00 32.875 33 43 004 40
$43,434 85
- 7 -
SCHEDULE "B"
INCOME-PERSONALTY
Receipts
Treasurer of the United States:
Social Security payments from
May,1970 to February,1971
Corning Glass Works:
Pension payments from June,1970 to March,1971
Interest-Bonds
United States of America Savings Bonds,
dated 11/1/62,Series "E",Registered
$1,500.Increment to 8/1/70
Interest-Savings Certificate
Mellon National Bank and Trust Company,
Growth Certificate,dated 10/31/62,
Registered,5%
$8,000.10/31/62 to 10/31/70
Interest-Demand Notes
CIT Financial Corporation Demand Note
Interest collected during the period
6/19/70 to 3/1/71
Commercial Credit Company Demand Note
Interest collected during the period
7/13/70 to 3/4/71
$137 67
46677
$1,233 70
1,562 00
55 20
407 27
General Electric Credit Corporation
Demand Note
Interest collected during the period
8/14/70 through 2/28/71
3/1/71 through 3/8/71
Interest-Temporary Deposits
Deposited at Interest in Mellon Bank
Interest collected during the period
7/17/70 to 12/31/70
$241.75
5.62 247 37 851 81
16 56
$144.70
144.70
Bank,
$60.52
60.52
1970
July 9
13
Conversion of Assets Without Gain or Loss
Withdrawal of interest in Savings Account
No.3873 on deposit in the name of Mellon
National Bank and Trust Company,Guardian
Estate of Nathan W.Henning at Charleroi
Federal Savings and Loan Association
Carrying value
Withdrawal of interest in Savings Account
No.15879 on deposit in the name of
Nathan W.Henning at Pittsburgh National
Charleroi Office
Carrying value
$000
000
00
00
FORWARD
- 8 -
$000 00 $4,126 54
1970
July
BROUGHT FORWARD
29 Withdrawal of interest in Savings Account
No.9397 on deposit in the name of
Nathan W.Henning at First National Bank and
Trust Company,Charleroi Office $70.18
Carrying value 70.18
Interest-Bank Balances
Interest from 12/1/69 to 6/1/70 on deposit
in Savings Account No.9397 in the name of
Nathan W.Henning at First National Bank and
Trust Company,Charleroi Office
Interest from 12/30/69 to 6/30/70 on deposit
in Savings Account No.15879 in the name of
Nathan W.Henning at Pittsburgh National Bank,
Charleroi Office
Interest from 3/30/70 to 6/30/70 on deposit
in Savings Account No.3873 in the name of
Mellon National Bank and Trust Company,Guardian
Estate of Nathan W.Henning at Charleroi Federal
Savings and Loan Association
- 9 -
$000 00
000 00
$70 18
60 52
144 70
$4,126 54
000 00
___~275 40
$4,401 94
SCHEDULE "B"
INCOME-PERSONALTY
Disbursements
1970
Aug.
Administrative Expenses
19 Treasurer of the United States:
7/1/70 Payment of 1969 Federal
Income Tax
7/1/70 Interest due on 1969
Federal Income Tax
8/19/70 Additional 1969 Federai
Income Tax
.$110.15
1.41
16.52 $128 08
48.00
1971 Distributions
Mar.1 Payments made for the benefit of the Ward per
Order of Court dated July 15,1970:
6/12/70
Mutual of Omaha:
Payment of semi-annual premium on
Nathan Henning,Policy No.228211-
67MC $55.08
6/12/70
Bankers Life and Casualty Company:
Payment of annual premium on
Policy No.660066289 for
Nathan Henning
6/16/70
Bankers Life and Casualty Company:
Payment of 6-month premiQm on
Policy No.660072340 for
James Henning
6/16/70
Bankers Life and Casualty Company:
Payment of 6-month premium on
Policy No.680314392 for
James Henning
7/17/70
Blue Cross of Western Pennsylvania:
Payment of premium from
7/1/70 to.1/1/71
9/4/70
Charleroi-Monessen Hospital:
Balance due on Medicare charges
for Nathan Henning
9/14/70
Waddington Convalescent Home,
Incorporated:Payments for care
and incidentals for Nathan Henning
from 7/31/70 to 8/31/70
FORWARD
-10 -
29.78
67.42
53.85
3.84
1.042.72
~1,300.69 $128 08
8 Mellon National Bank and Trust Company,Executor
Estate of Nathan W.Henning,Deceased:
Income balance in Guardian Account at date
of death
1971
Apr.
BROUGHT FORWARD
9/14/70
Waddington Convalescent Home,
Incorporated:Payments for care
and incidentals for James Henning
from 7/31/70 to 8/31/70
12/31/70
Bankers Life and Casualty Company:
Payments of semi-annual premium on
Nathan Henning,Policy No.680230526
June,1970 and December,1970
3/1/71
Medicare Supplementary Insurance:
Payments of premiums from
July,1970 to March,1971
Amount transferred to Income-Realty
for payments
$1,300.69
838.19
143.82
46.40 $2,329 10
801 90
$128 08
3.131 00
$3,259 08
253 91
Amount transferred to Principal-Personalty
for investment
Amount transferred to Principal-Personalty
for payments
-11 -
275 40
_--=.:61::.;:3 55
$4,401 94
1970
July 15
SCHEDULE "c"
PRINCIPAL-REALTY
Receipts
Inventory filed
Gain on Sale of Real Estate
Real estate situate 810 Fa11owfie1d Avenue,
Charleroi,Pa.sold to Jerome and Caroline
Spa11ino for a total consideration of $8,000.00
Undetermi ed
Less expenses:
Seller's pro-rata
share net 1971
real estate taxes
Realty Transfer taxes
John E.Costello:·
Preparation of Deed
and Petition to sell
real estate
$39.00
160.00
105.00 304.00 $7 696 00
$7,696 00
Disbursements
Amount transferred to Principal-Personalty
to consolidate
-12 -
$7,696 00
1970
Sept.
Oct.
1971
Jan.
Mar.
SCHEDULE "D"
INCOME-REALTY
Receipts
Rents
Harriet Wagner:Rent for May,1970 on property
situate 810 Fa110wfield Avenue,Charleroi,Pa.
Amount transferred from Income-Personalty
for payments
Disbursements
Administrative Expenses
21 R.A.Paynter,Incorporated:
Payment of Public Liability Insurance premium
22 Richardson Agency,Incorporated:
Payment of third and final installment of
three-year premium from 6/3/70,Homeowner's
Policy No.TH06627084,Travelers Insurance
Company
13 C.S.Bateman Agency:
Appraisal fee for property situate
810 Fal10wfield Avenue,Charleroi,Pa.
13 J.Afieri:Appraisal fee for property situate
810 Fallowfield Avenue,Charleroi,Pa.
24 Mellon National Bank and Trust Company:
Compensation as Guardian
$3 00
29 00
20 00
20 00
1 95
$30 00
__253 91
$283 91
$73 95
8 .West Penn Power Company:
Service from June,1970 through March,1971 22 09
1970
Aug.
1971
Mar.
4
Expenses of Real Estate
Tax Collector,Borough of Charleroi and
Charleroi Area School District:
Borough Taxes for 1970
School District Taxes for 1970
Less:Refund of Per Capita Tax
$47.24
155.33
$202.57
14.70 $187 87
__209 96
$283 91
-13 -
,,-"..'
I,
COMMONWEALTH OF PENNSYLVANIA )
SS
COUNTY OF WASHINGTON )
ARLIE W.OTT,Trust Officer of the
MELLON NATIONAL BANK AND TRUST COMPANY,the above named Accountant,being
duly sworn according to law,deposes and says that the disbursements shown
in the account have been made to the parties entitled thereto;and that
the account as stated is true and correct as he verily belives.
Sworn to and subscribed
before me this 60vt day
A.D.1971,~.
1'.".•.
,.~~;f"'~I/
I
,.~.~~f/&a1&<Zrt
".'Notary Public
OOLORES P.MEREDITH,Notary Public
WUhlngton,Washington County.P.ll.
My Commission ExpirJlS
January 28,1975
PROOF OF PUBLICATION
.:r_§\rl_~~_r..y---?6'.-,-----197L----
r.....·~~~,Ql~
IN THE_COURT OF.coMMOR
PLEAS OF WASHINGTON COUN-
TY PENNSYLVANIA "i"ORPHANS'COURT·DIVISION.,
IN RE:ESTATEOFNATH;,\N.W.HENNING,An IncomJletent
NOTI":E'o-r\I';.,\IVATE SALE -TO ALL PERSONS INTERESTED,
INCLUDING CREDITORS.AND HEIRS:Notice is hereby given that the
MELLON NATIO:NAL BANK ANDTRUSTCOMPANY,Guardla~of the
Estate of Nathan W.Henn,"~,lll1IncompetenthasfiledaPetitionIntheOrphans',Court Division of~e
Court of Common Pleas !,f waSh.,ington County.pennsylvama,UIl2.eFthetermsofwhichPetitionit.JIJ:!>"poses to sell.at a private ,sale•.c,e,r.-•tain real estate belongmgto,N4aW~W.,Henning.,which real e~~;!l_:il$,situated at 810 Fallowfield J,¥yen1\.e.Charleroi.Washington Count;icP,er,tn-sylvania,and is a five-room framedwellinghouse,to JAMES SPAL-LINO and CAROLINE D;SPAI:.l1INO
husband and wife as :tenantsby~eentiretieswiththenght.of .surVlV-orship for the price,$8,000.0{)law-
Iful money of the United States.•The Court hal fiXed the'8th'dayIofFebruary,1971.at 10 ,o'clock1A.M.as the time for hearing on the
,petition.- _,The sale will be made subject;to:the Rules of the.Court as to accept.'ance of higher bids..'_.'\,MELLON NATIONAL BANKANDTRUSTCOMPANX.'Guardian of the IncomP!it~tJOHNE.COSTELLO,ESQ.olAi;'~'I''''
418 Washington Ave.",~-"<-
Charleroi,Penna.15()22 '.'-li -Attorney for Petitioner ':'-it.\,January 22,1971 'II':
An
C.HElD DOUGHERTY,Notary Pub!fc
MONONGAHELA,WASHINGTON eo.;ri't:
i My Commission expirea JY!y l,9/i~f2
otarv Public
I_______197 _
THE DAILY HERALD
MONONGAHELA,PA.
In compliance with the Newspaper Advertising Act of May 16,1929 P.L,1784,Sec,3,
paragraphs (3)and (25)~
County of Washington Iss:
State of Pennsylvania
Personally appeared before me,a Notary Public in and for said county and state,
H:rs A__E .DeSaxrtis,who,being duly sworn,deposes and says:thaL she is
the b'OQkk.e_e_per.of The Monongahela Publishing Co"a Pennsylvania corpora-
tion,and its agent in this behalf:that the said company is the publisher of The Daily
Republican,published daily except Saturday and Sunday,having its place of business at
Monongahela,Washington County,Pennsylvania;that the said Daily Republican was
established in the year -of 1846;that the printed notice or advertisement,attached hereto
is a copy of a notice or advertisement,exactly as printed or published,which appeared
in the said newspaper in its regular issues on,the following dates:
___NQT_JC_E Q.F PRIYATE.__S_lI,LE_=-._INRE.:Estate o£---Nathan--lL.-Renni-ng,
that the affiant or the corporation in behalf of which she_______is act~g is not inter-
ested in the subject matter of said notice or advertising and that all of the allegations of
this affidavit as to the~J;;;,:a_d~:_r:s~~_~~~~~_
Sworn to and su ribed before me this
22'M.~-dayo ~~~iollIlt
C-.~.J.
'72 JAN:7 Prl3 26
J&._.....~.....RUSS '~
REGIS'iL';Ui;WILLS
WASH1~F·TON CO.,PA.
'r'."'.
-----------------------------------------------------1---------Washington County Reports·
Washington,Pennsylvania
(PUBLISHED BY WASHINGTON COUNTY BAR ASSOCIATION)
PROOF OF PUBLICATION
In compliance with the Newspaper Advertising Act of May 16,1929,
P.L.1784 Sec.3,paragraphs (3)and (25).
COUNTY OF WASHINGTON}SS.
STATE OF PENNSYLVANIA
Personally appeared before me,a Notary Public in and for said County
and Commonwealth,CHARLES C.KELLER,who,being duly sworn,deposes
and says:that he is the Editor of the WASHINGTON COUNTY REPORTS,
the officiaJI legal periodical for said Washington County,published weekly
having its place of business at Washington,Washington County,Pennsylvania,
and is acting as its agent in this behalf;that the said WASIDNGTON
COUNTY REPORTS was established on March 31,1920,and was designated
as the official legal publication for Washington County,Pennsylvania,by order
of the several courts of said County,dated November 11,1920;that the printed
notice or advertisement attached hereto is a copy of a notice or advertisement,
exactly as printed or published,which appeared in the said legal periodical in
its regular issues on the following dates:
January 28 1971.....................................................?.
that the affiant or the corporation in behalf of which he is acting is not
interested in the subject matter of said notice or advertising and that all of the:;~g;::'~of tIllio ",."'".,"to the(')!!;.;.l/ct<r(fl pu~
..·......··..·····..~~···:t~;
Sworn to and subscribed before ~s ~
.........Z.a.t.h.day Of J..?:g~U!;.fJ ,19 !-.~..
~-~~
J03~;-:;:::E T.SClM,l/1NfiA
NGta~y PllU;,l',csLinrrto!1,\'/ashington Co.
My CcmmiS3ion Expires July 1.1974
IN THE COURT OF COMMON PLEAS
OF WASHINGTON COUNTY,PENN-
SYLVANIA
ORPHANS'COURT DIVISION
IN RE:ESTATE OF NATHAN W.
HENNING,An Incompetent
NOTICE OF PRIVATE SALE
TO ALL PERSONS INTERESTED,INCLUDING CREDITORS,AND
HEIRS:
Notice is hereby given that the
MELLON NATIONAL BANK ANDTRUSTCOMPANY,Guardian of the
Estate of Nathan W.Henning,an In-
competent,has filed a Petition in the
Orphans'Court Division of the Court of
Common Pleas of Washington County,
Pennsylvania,under the terms of which
Petition it proposes to sell,at a private
sale certain real estate belonging toNathanW.Henning,which rea I
estate is situate at 810 Fallowfield Ave-nue,Charleroi.Washington County,
Pennsylvania,and is a five-room framedwellinghouse.to JAMES SPALLINO
and CAROLINE D.SPALLINO,hus-
band and wife as tenants by the
entireties with the right of survivor-
ship for the price.$8.000.00 lawful
money of the United States.
The Court has fixed the 8th day ofFebruary,1971,at 10 o'clock A.M.as
the time for hearing on the petition.The sale will be made subject to
the Rules of the Court as to acceptanceofhigherbids.
MELLON NATIONAL BANKANDTRUSTCOMPANY,
Guardian of the Incompetent
.TOHN E.COSTELLO,ESQ.
418 Washington Ave.
Charleroi,Penna.15022
Attorney for Petitioner
6)22-1
R'U(,¢,:,'!.I ,-\"0vv_"_r',;i\1\
REGIS1t:R OF WilLS
WASHIN;.TON CO.,PA.
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I'
PETITION SU R AU DIT
IN THE ORPHANS'COURT OF WASHINGTON COUNTY
Testate Formj
Estate of...•.....~~~.!i~..W.....~~~~~NQ ... .__
Deceased
N 63-70-2500 _..___ .
Fiduciary.M~U9J.:l..N~~t.~:n~J..~_~.~k..9:ml .
................'r.;-.~~~..<;:;.<?~P.~~yL ..~~~~~~~J;. .
Date of Date of
Decedent's death M.~.:r.~h..~J••••t9.?X _ -Grant of Letters ¥?:!..c:!?:.~.?~.J~:?L __.
This is the J:i:J;.~.t.9:~9-..nn..?:L account filed in this estate
If there have been former oC:couGnts fil'Jd in this es-tat~rlist file number or number and term.__.
---_-___--.___-----_ __----_..-___---_.._-_----_.._-___._----_-..---_--_._-----__.._-----_.._-_.
Election to take
Under or Against wi II.(cross out one)N.A.
Date Election Place of;
Fi led _............RecorE!·_:_..~_..'..•.......__. .
J \\....
Name of surviving spouse _..N.•..A __.__._,._:~-~.:..j ••._-•••-••-----•••••••••••••••••••••__•••••
List issue,where material:
................T-·r'\-'-'..l~'-...".
J arnes W.Henning,Son
Did decedent marry after execution of will?(indicatebMes.No.Any children born after execution of will?(indicate)
m No.If'a~sw~rye~,narri~~t~er\1.:_ _ _..___ . ___.
...............- --__ - --- --- __..- __.._••_••_ _ ____:..__.._..~~.~..2 _.._.._...
',,-'-.1·v
Leg,atees
Fr.ed,Maxon
CharIes Armentrout
Earl Blevins (predeceased)
Florence Blevins
Estella Piper
Mellon National Bank and
Trust Company,Trustee
under Will for James W..'
Henning
Relationship
.Stepson
Step-Grandson
Step-Son-in-Law
.Stepdaughter
-Stepdaughter
Interest
Personalty
Fox Shot Gun
Personalty
Personalty
Personalty
Residuary Est.ate
None
None
None
None
None
.....J '.;
----.":v~~'.\~~'-......l:-,0---:t.••-';;~r ...~\'-~:-'.....J -.,-::\,),~J ··,.....d..q~t~if~excepti?_~s,~"to.~"above:0 .~Ag:~~ed:~-'-Re~oked.:"_Lap'~edt ';:_.:.;~b:atec!:u_";_
-::rc~v .~-I ';:~See...;'a:tt~ched"S-chedilre:1(B~1I -=:J ~•
.-.....)....~-'....--'-r JiI ;:"I':)\...-'..;'",,-,.~"r..;~~
Give -Cause:.,.....-~"\-..-"'-.....
If partial intestacy,give facts:N ..A.·
Notice to interested parties.Have all parties,having either vested or contingent interests and all crediors entitled
to notice (Court Rule No.9 paragraph C:Settion6:$ubdi-vision.c)J~ceiyed;\Yrittennotice of the filing of the account
and of call of audit?Yes.xIXcXX
If any exceptiqn_give sause.::..-._."~::.,,.;"'.c:•.•..••_____,_
'-.v .-,__".J "-.-_.~-LL;-...:J.-".J-:r~-,.........;"\.~.~cz...,.~0
I ',Fi Ie copy of Notice \"'-,
and date of mailing QctQbe.r..Z2.,J.91J ,.~
...."l ...
r .'.
------------------------
.-.
Is estate subject to the filin9-of a Feder:ol.Estate Tax Return?N~.l-'-'........._ _
Actual payment made on Pennsylv~nia Transfer Inheritance Tax.Amount $~.?Q.~.!.Q.Q.J$J~.9.9.J~.!?~.AA~.<;.9.~.n
James W.Henning Tax $451.25 -Individua1liability of $428.69 at discount.
If the Will makes any portion of estate subject to a life-estate,give name and birth date of life tenant .
...................................:J.~m.~.~W..•...H~n..D.j.n:.g~.:-...M.~y...?~,~~J4...
Give Names and addresses of all unpaid creditors who are legally entitled to notice,together with the amounts
of such claims;state whether they are admitted to be correct;and whether the claim is denied.
I
None
An appearance was entered Decen.?-per.1',1?71,on behalf of the Pers ona1Property Tax
Office for tax due Washington C01{ntYin the 'amount of $518.00.Your accountant reviewed
this claim with the proper'official and it was agreed that the claim would be withdrawn.
Therefore,your accountant denies this claim in its entirety.
Give reference to such parts of the will as require interpretation by the Court;a reference to all questions re-
quiring adjudication,and a statement of any other facts deemed necessary for the preparation of the adjudication:
Non~y
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Balance for distribution per account,
Itemize any additional debits not shown by account:
--:"See Schedule "A"Attached
Total additional debit'"s (Add)
Itemize any additional credits not shown by account:-';'.-'~.
"."'T
See Schedule "All Attached
Total additional credits (Subtract)·,
Balance for distribution
$"__J~I..}~__._
$}}.~.~7...................
$..~.~.,.~2.9.,.19__..._...
.I ,\ /
"
$..J.~~.?9.~h.Q~_..._....._
If balance for distribution is not in cash,list each item held in kind,giving appraised Value (or distribution Value);
See Schedule "A"Attached
)-,
v
...:
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,,
'-'~-.."1.-........
-.
ESTATE OF NATHAN W.HENNING,
DECEASED
Account No.101-554
Receipts and Disbursements since filing First and
Final Account through November 19,1971
Balance per Account:
PRINCIPAL-PERSONALTY
Add:
Proceeds redemption $10,000 USA Treasury
Bills dated 4/22/71,5.546%due 10/21/71 at
$100 less increment credited to income 9,859.80
Carrying value 9,859.80
$32,770.73
o
Purchase $10,000 USA Treasury Bills
dated 7/22/71,4.494%at 98.864
Cash expended
Less:
Register of Wills,Wash_in-gt~County,Pa.,
Filing fee
INCOME-PERSONALTY
Add:
$10,000 USA Treasury Bills,5.546%
dated 10/21/71
Increment to 10 /21/71
CIT Financial Corp.Demand Note
Interest earned 10/5/71 through 1l/7/71
Commercial Credit Co.Demand Note
Interest earned 10/7/71 through 1l/7/71
Less:
Mellon National Bank and Trust Company,
Accountant's compensation
9,886.40
9,886.40
6?8.46
140.20
4.97
52.19
855.82
9.87
o
32,770.73
22.00
32,748.73
845.95
33,594.68
;'1 ~.=--.
Balance consists of the following:
PRINCIPAL-PERSONALTY
Temporary Investments:
CIT Financial Corp.Demand Note
Commercial Credit Co.Demand Note
United States of America Treasury Bills,
dated 6/3/71 $10,000 due 12/2/71
United States of America Treasury Bills,
dated 7/22/71 $10,000 due 1/20/72
Fox Sterling shotgun advanced per Account
Yellow Gold Pocket Watch advanced per Account
Cash on Hand
INCOME-PERSONALTY
Cash advanced per Account
Cash on Hand
1,000.00
11,000.00
9,885.00
9,886.40
500.00
345.95
31,771.40
60.00
5.00
912.33
32,748.73
845.95
33~594.68
ESTATE OF NATHAN W.HENNING
Fred Maxon was bequeathed deer rifle and machinist tool box and tools under
Article Sixth (a).These items had been delivered to Mr.Maxon by the decedent
prior to his death.
Earl Blevins,Sr.was bequeathed "heavy squirrel rifle and lar~e deer head trophyll
under Article Sixth (c).Mr.Blevins predeceased Mr.Henning~having died
April 24,1965.I
Florence Blevins was bequeathed limy cedar chest,empty,and [my mother's gold
watch"under Article Sixth (d).The cedar chest was offered to :Mrs.Blevins by
the guardian at liquidation of Mr.Henning's household goods but was declined by
her.The gold watch was delivered to Mrs.Blevins by Mr.Hel}ning before his
death.
Estella Piper was bequeathed limy chest of silverware and my sister's small gold
watch,and my gray deer head"under Article Sixth (e).The gold watch was the
only item located and was subsequently advanced to Mrs.Piper as noted in the
account.
SCHEDULE IIB"
Income -Personalty
Mellon National Bank and Trust Company,Trustee -
f
If Family Exemption claimed by Petition,give place of Record:.r~~g..:-~.hQ:WAJ)Y..~.<;'~91l::nt..
If Family Exemption is claimed at audit,give name,relationship and basis for Claim:.
Claimed and paid in account
List any advancement or distribution on account that has been made,and nature and amount of same:
Principal -Personalty /'f
Charles Armentrout -Fox Sterling Shotgun -$60.00 ,I'll .
Estella Piper -Yellow Gold Pocket Watch -$5.00 ,/IjIVv''.
~lV
Cash -$500.00 {
,Suggested distribution of balance shown,both as to principal and income,attaching signed and itemized elections
to take in kind if balance is not in cosh:residuary shares being stated in proportions:
("
,Accountant respectfully requests your Honorable Court to award bequest under Article
Sixth/t;8)Charles Armentrout;to award the small gold watch bequeathed to Estella Piper
under Article Sixth (e);and the balances,principal and income,making up the residuary
estate to Mellon .National Bank and Trust Company,Trustee,under Article Seventh for
the benefit of James W.Henning,with credit for advancements as shown.
Your'accountant had been appointed guardian for the decedent by Order dated April 23,1970.
In accordance with Section 631 (b)of the Incompetents I Estate Act of 1955,we file herewith
a statement of the activity which transpired during the term of the guardian account for the
Court's review.We,therefore,request discharge as guardian upon the entering of a
Decree of Distribution in this estate.
COUNTY OF WASHINGTON,SS:
COMMONWEALTH OF PENNSYLVANIA.
The above named Fiduciary or representative thereof,
being duly sW9.r.n.doth depose and say
that the facts set forth in the foregoing petition are true
to the best of it:.$knowledge and belief.._-~.-
..S:w.O.:r.n..y'".'...~.;·.-.~~;..i:::.~~~;..::....to and subscribed before
thO ::(/it d ...~..:·;::.~Decem~e 1971meIs..~.L ay o~t:...................... ..-.~l .~---~,Signature of Officer "".-.Id..~..
...'"-.
..~llOl.QItES'r>:MEr .TH,Notary Publl~
Title of Offlcer Jr~:-:.~r~:.:.'!'.'l..It!:.:-l.•~·~.';.r,,~t1n.tJI.'.•~,••••.•..••••.••-•.~t;y Comr...sion Expires
Office expires ~~~~.:~~.~.~·..~~:.~.
And your petitioner will ever pray,etc.
Mellon National Bank and Trust Company,
Executor of the..~state of Nathan W.Henning,
.~;~~~s~~.a?:!:~.
Trust Officer
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,PETITION,SUR AUDll'/~.I·r:.".
l (....I L (0 I 1 c·•~jFROM WHE~)E ~DECEDENT LEfT 'A }~I(L.
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LCounsel of Fiduciary,will ;submit herewith ~the'
following,inco'.nform,ity with 'Co~rt\Rqles~adopted effec~ive'Dec.ember 3,;195J ,':'b~ing
rule No.9:patagraph(b-c;cU'ld,diYisions
.thereof:shown on pages 23-24.(":y-'-I ..)~1.Written p'raecines,of 'all Counsel ':in ..'the. I I ,I ~,...C \..'-~"case.,':'-,C .y<.l,.."'u
C 2.Copy of orqer'appointing G'ua'rdian ad
litem,if pertinent..,::--"~.,';'(
3.Copy of·,-Otder qppointing',Trus!ee .ad
litem if nertinent.'(,(,"I M-,)(
4.Proof of sVer-.sic{of'above.';.-;,
I :.(('c -1")
.5.Letters Test~mentC1rx,or Aamihis~ratj,onc.T.A.or an b,ttest copy of WiI\-...
I 'l "~(--;)
.6.Copy of inventory and appraisement.:
7.Proof of 6dvertisement of grant,\)fletters
if not filea with-account.'c -:
t '-(/J
8.Certificat~'Qf liens in case any of "the
funds for;:distr'iblltion are from.,judicial
sale of real estate:'+~..(
I -;)J
9.Signed and"it~m\ized elections it any
distribution 'in kind.~....j c:.yl.-,~(L._i C
10.Copy of Federal I;state Tax.r,eturn if,es-
tate;s ...:~t )I ~.'
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•Attorney
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No....~~.-:.7.Q::.??Q..,;',•..............'..l .•l..._(•~;j',)l (C (
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of...Rf.Cll:t~~..Y!..•...g~R:~~.~g.~._.-:~..;~.,...5.
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c.,Fjduciary._.¥:~M~E.J:~~~~.?~~}~.~.:1~..?:~~...;.1..-
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ME~LON NATIONAL BANK AND TRUST COMPANY .'
Washingtoh Off~ce ·40South·Main street
I·.•0(,..~,....,<.
Washingtop.,·'Pemisyly~nia 15301
"
October ZZ,1971
.,
"....'.'
~~Wll:P~Ycopy of the accounting herewith
tion.. .e account reflects collection of the
from ~e guardian aceount.;Said'receipts will
e Inventory which was,f~ed previously.
..
y filed our ·.t
J:),.e·~n;er of WUls of...
wQ,IIjo"Cz.ued to No.~3.70·250
ans'Courtroom of the
sometime during the
;;;;:;?~./~~/}
Geor(:.~Pa:tridge.Jr.
Assistant Trust Officer
~ii:!![!irianyquestions or desire any further 'inf<;>rmation at .
please do not hesitate to call.
".Estat~of NathanW:;Hen-'::...It'c-'
Mr.Jarnel W.:Henning
.Waddington NU1"sing Home
Fayette CitY.P~nn8ylvartia 15438
..Dear '¥r~Henning:-"'.
GFPJr/dpm
Enclosure
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ESTATE OF No.63-70...250
Nathan W.Henning
deceased
In the matter of the First ,nd Final
Account of NeIlan Na tional Bank &Trus t
Company,Exe~utor
ADJUDICATION AND DECREE
.And n~w..Janua:y . ./7 '19 72,this matter came on f~r heari.ng,
audit and distribution at this session and testimony taken;and thereupon,upon due consideratIOn
thereof the g§lan6c.e for distribution in tthe hands of the Accountant is determined to be
$33,4-.)0 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...
SCHEDULE OF DISTRIBUTION
Balance per account _
Add~tiqnalqebit asked at audit.
Additional credit asked at audit
Balance 1
Deduct Clerk's Costs &Receipts _
Al'tomey --:;.J-=o..:;:h;:.:n:-=E~.___"'C_=o;.::s:..::t;.;:e_=l;.:l:.;;;o~_
197.36
46.00
$33 ,42 9 •19
$33,626.55
$33,5;~.68?~y-~~-~i>
$33,548.68 ~~
Rues~ll Marirto,Agent,transfer inheritanc~
tax,
C~arles Armentrout,step-grandson,specific be-
quest in kind of Fox shotgun,held in kind and
distributed as such et the appraisf)d value,
credit to be taken by the accountant for item
advanced prior to distribution by the Court,
I 1$9.48
60.00
Estella Piper,step-daughter,specific bequest
in kind of yellow Gold Pocket Watch,held in kin
and distributed as such at the appraised value,I
credit to be taken by the accountants for item
advanced prior to distribution by the Court,
No balance
Mellon National Bank &Trust Co.,Trustee,unde
Article Seventh of the Will,for James W.Henni
residue,credit to betaken by the accountant fo
funds advanced prior to distribution by theCour
and the Principal Personalty is made up of,in
addition to cash,the following tempory invest-
menta as~-CIT Financial Corp Demand Note at
$1000.00;Commercial Credit Co.Demand Note
$11,000.00;U.S.of A.Treasury Bills dated
6/3771,$10,000 due 12/2/71 carried at $9885.00;
U.S.of A.Treasury Bills dated 7/22/71 $10,000
due 1/20/72 carried at $9886.40 and income Per-
eonalty represented by $845.95_$500.00 of whic
has been advanced.
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No._
In the matter of the
Accountof
of Estate of
i\~jubira:tinu nub itrrtt
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RU S~.[II.f,:~\HfN0
REG!STER OF W1.LLS'
V!AS~iNC;TON GO.,PA.
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llJ'THE COURT OF COMMON PLEAS OF WASHINGTQN COUNTY,PENNA.
"," .'.'ORPHANS'COURT DIVISION ...'
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INRE:
...~.JEstateof
~NATHAN W.HENNING;'
Deceased.,''t
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No.250 of 1970
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iBEFORE:g
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,APPEARANCES:J:;"'.,
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HEARING.ON AUDIT
The Honorable P.VINCENT MARINO,Judge of the
said Court.
.JohnE.Costello',Esquire',of Charleroi,Pa.,
representing the Accountant.. ,
..
Monday,December 13,1971,at~:30P.M'.,EST
,deeea,sed.·The Executor is Mellon National Bank a~d Trust Compan
.,.~.,.
.,papers in this estate.He r~ports tha~there were no clain:s'unpaid
•I~•J_.-,",__..,.:...•
and the attorney is John E.\Gostello:Mr.Costello has "filed all reI
Is there
".;,
"Number 250 of 1970.the estate of Nathan W.Henni
and there are no problell)s for a.djudicati,on by the Court.
.'
:THE COURT:IIII-0:oD.III0:
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anyone else in Cou~t interested in this decedent's estate?
(NO RESPONSE)
T:HE COURT:"The audit 'of this account is ordered closed by the'
Court.
(AUDIT CLOSED )',
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i are eontatnedfullyand accural~l3'tn the notestatterfbYUleon the hearing<,'rOf 'l1~~abo~e 'c~~s~~and that this~opyisa eorr~t 'tra~eript o'f the aame.
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IN THE COUR 'F1 OF COMMON PLEAS OF WASHINGTON COUNTY,PENNA;
ORPHANS ,11 COURT DIVISICN
PROdEEDINGSON PETITION FOR PRIVATE-SALE OF REAL ESTATI
No.250 of 1970
)
)
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)
)
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THE HONORA BLE P.VINCE~MARINO,JUdgE
of the said Court.
JOHN E.COSTELLO,ESQ.,of Charleroi,Pa.,
representing the Petitioner.
Monday,February 8,1971,at 10:00 o'clock
-A.M.,EST.
ESTATE OF
NATHAN W.HENNING,
IN RE:
~an incompetent.
~UlZZIIIII.
i~BEFORE:
l!lz%Ulc~
ti APPEARA NCES ::G~Ula
.JcijgTIME:
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aiII:IIII-~THE CO LRT:l\4r.Costello?
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~MR.COSTELLO:Good Morning,Your Honor.This is the tim e
ou
~fixed by Your Haoo:ectble Court to hear the Petition of the Mello
ij
ii:...o N:ational Bank and Trust Com pany,Guardian of the estate of
)
-, ..of
Nathan W.Henning,_an incompetent,at Number 250 of 19'10
jin the matter oftfu private sale of the real estate which was in
this estate.The proposed purchasers are in Court,Your Hono In,
Mr.8pallino.We have advertised in the Washington County
Repo Its and in the Daily Herald,a newspaper of general cir-
_---------;rc--------------------...-----------------------..-----__
•·1
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the property is situate.I have here the required Proofs of
Publicahon,indicating publication in the Daily Herald on thE}
22nd of January and in tpe Washington County Reports on ttze 2 th
day of January.
THE COURT:The Proofs of Publication,having complied witt
statutory requirements and with the Interlocutory Order of th is
,
in this ITa tter?
do you.feel that there is any necessity for calling any witnessef
Court,are ordered file'd and made part of the record.Mr.COf tello,'..
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ZIIIDo
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en MR.COSTELLO:~-If Your Honor please,we'do not believe the re
is any necessity .We have attached the Affidavit to license the
competent realtors in the-Borough of Charleroi.We have here
the trust officer of the bank,Mr.George W.-Partridge,Jr.,
who is himself familiar with th~property and I am personally
and in particular in the desire to offer more than the selling
in this matter in the estate of Nathan W.Henning,an incompeLmt,
famili~r with itJhe proper ty.We feel there is no need for witne :ises.
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II:~II:oDo~THE COURT:
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Is there anyone in Court at this time interested
price for this prope rty described in the Petition,which is the
s urn of $8,OOO?Is there anyone in Court interest ed in paying
m ore than the suJl1 of ~,000 for the property described in this
petition?
(NO RESPONSE)
THE COURT:There beiJ;l:g no response,the Court will approvE
,.
the sale of this property.
(Proceedings Closed).
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COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA
ORPHANS'COURT DIVISION
RE:ESTATE OF
NATHAN W.HENNING,
DECEASED
RECEIPT FOR ADVANCEMENT
TO THE HONORABLE,THE PRESIDENT JUDGE OF SAID COURT:
I,ESTELLA PIPER,legatee under Paragraph 6(e)of the Will of Nathan
W.Henning,do hereby acknowledge to have received from Mellon National Bank and
Trust Company,Executor of the Estate of Nathan W.Henning,Deceased,the
following at the value set opposite:
J
Yellow gold pocket watch $5.00
and request your Honorable Court to charge the same against me in the Decree of
Distribution to be entered in the above entitled estate.
In consideration of this advancement being made at this time,-Ir agree to
return all or any part thereof should it later appear that for any reas on said advance-
ment should not have been made.
DATED this :26 day of April,1971.
Witness:
Estella Piper
<,!•
•1
COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA
ORPHANS'COURT DIVISION
RE:ESTATE OF
NATHAN W.HENNING,
DECEASED
)
)
)
)
)
RECEIPT FOR ADVANCEMENT
TO THE HONORABLE,THE PRESIDENT JUDGE OF SAID COURT:
I,CHARLES ARMENTROUT,legatee under Paragraph 6.(b.)of the Will
of Nathan W.Henning,do hereby acknowledge to have received from Mellon National
Bank and Trust Company,Executor of the Estate of Nathan W.Henning,Deceased,
the following at the value set opposite:
Fox Sterling Shotgun $60.00
and request your Honorable Court to charge the same against me in the Decree of
Distribution to be entered in the above entitled Estate.
In consideration of this advancement being made at this time,I agree to
return all or any part thereof should it later appear that for any reason said advance-
ment should not have been made.
DATED this £f day Of __Y:~;:;":::~~~L/o=::..~,1971.
Charles Armentrout
Witnes s:
COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA
ORPHANS'COURT DIVISION
RE:ESTATE OF
NATHAN W.HENNING,
DECEASED
RECEIPT FOR ADVANCEMENT
TO THE HONORABLE,THE PRESIDENT JUDGE OF SAID COURT:
Mellon National Bank and Trust Company,Trustee under Will of
Nathan W.Henning,Deceased,for James W.Henning,does hereby acknowledge
to have received the following advancement on account of distribution under
Paragraph 8 of the Will as follows:
Cash advanced October 8,1971 (Income)$500.00
and request your Honorable Court to charge the same against it in the Decree
of Distribution to be entered in the above estate.
DATED this 26th day of October,1971.
ATTEST:Mellon National Bank and Trust Company,
Trustee under Will of Nathan W.Henning,
Deceased,for James W.Henning
By-/----+-/i)_·:I-----=.....:J=---=-.I1t-_Z,f _-_~fflcer
IN THE MATTER OF THE ESTATE OF
NATHAN W.HENNING
DECEASED:
}IN THE ORPHANS'COURT IN AND,FOR WASHINGTO,N COUNTY.PENNA.
63-70-250NO..-'----'-'_
J
KNOW ALL MEN BY THESE PRESENTS.THAT Mellon National Bank and Trust Company,
Trustee for James W.Henning,
es
DO/HEREBY ACKNOWLEDGE TO HAVE RECEIVED FROM 'MELLON NATIONAL ~ANK AND TRUST COMPANY'-J,L...!E~x!o.!e;<,.c~u""t~oL!r!o.._~+_'_
Thirty-Three Thousand Three Hundred Twenty-Four and 20/1W~33,324.20 )DOLLARS
-,'IN FULL OF THE AMOUNT AWARDED ME UNDER THE DECREE OF THE ORPHANS'COURT OF WASHINGTON COUNTY,PENNSYLVANIA MADE,
AT No._--"6'-"3'-'--"--'7'--'0"-'--=-'2~5~0~__~_
WITNESS MY HAND AND SEAL THIS,3_I_s,,-t .DAy OF
ATTE~Y ~~~R~~v ~s sytant rust Off',(J.r
'(Over,please)
W.8282
J anuary 19~.
Mellon National Bank and Trust Company,
Trustee James enningr----'B!::-!j~:-_I____,J~~~~~~~'f--------_~~~
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NO.63-70-250
Securities (Cash)
Principal Cash
Income Cash
Cash C ~~Vl.NC"d)
$31,771.40
706.85
345.95
500.00
$33,324.20
ORPHANS'COURT
,ESTATE OF
NATH~W.HENNING
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FROM'
Mellon National Bank and
Trust Company,Trustee for
James W.Henning,
TO
Mellon National Bank and
Trust Company,Executor of
the Estate of Nathan W.
Henning
FILED 19__.::...i~~~~I
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IN THE COURT OF COMMON PLEAS
OF WASHINGTON COUNTY,PENNA.
ORPHANS'COURT DIVISION
IN RE:Estate of
JAMES HENNING
1
PETITION FOR DISCHARGE
AND TERMINATION
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"~J,.JOHN E.CO~ELLO
COUNSELLOR AT L.AW
418 WASHINGTON AVENUE
CHARL.EROI,PA•
PHONE 483-5961
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IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA
ORPHANS'COURT DIVISION
IN RE:Estate of
JAMES HENNING,
Beneficiary of Testamentary Trust
PETITION FOR DISCHARGE AND TERMINATION
TO THE HONORABLE,THE JUDGES OF THE SAID COURT:
1.Your Petitioner is Mellon Bank.N.A.,the Trustee under
the Last Will and Testament of Nathan W.Henning,deceased•
.2.Nathan W.Henning died March 6,1971 and the residual
estate was awarded to the bank by Decree of the Orphans'Court of
Washington County,Pennsylvania and was in the amount of $33,324.00.
3.James Henning,the beneficiary of the trust,is 62 years
of age and a patient at.the Waddington Convalescent Home in Fayette
City,Pennsylvania.
4.Mr.James Henning has been physically incapacitated
slnce birth.
5.Your petitioner,Mellon Bank N.A.as Trustee,has used
the income and principal from the trust for the comfort,support and
maintenance of the said James Henning since the inception of the
account.
6.The account,Mellon Bank N.A.Account No.202-743,is
terminating due to exhaustion of funds with the present cash.balance
'.,'.;"1 ..-
as of this date being $259.51 and an income cash balance of 56¢.
7.James Henning has given his approval and consent to the
action which lS proposed,as per the approval and release form
dated December 2,1976,witnessed by Charles Armentrout and Florence
Blevins,both of whom are related to him.
8.A statement of the account is attached hereto and made
a part hereof.
WHEREFORE,your Petitioner prays that it be relieved of
its obligation by receipt and release,the same having been consented
to by the beneficiary.
AND IT WILL EVER PRAY,ETC.
-!,o)?ri E.I Costello:;:'.
~torney for Petitioner
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COMMONWEALTH OF PENNSYLVANIA:
COUNTY OF WASHINGToN
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PERSONALLY APPEARED before me,the undersigned authority,
L.C.'ADDLEMAN,Assistant Trust Officer,Mellon Bank N.A.,who
being duly sworn according to law,deposes and says that the facts
set forth in the foregoing Petition for Discharge and Termination
are true and correct according to best of his knowledge and belief.
~~YC2~-(SEAL)~/C.Addlema:I1,Assistant Trust Officer
Mellon Bank N.A.
Sworn and subscribed
before me this ~~~J
..day 9~~1 ~,1977.•
--(lz)z;V ~~JZdt~/J
~,~No"tary Public
""
'J !JANE B.MILLER,Notary Public
Washington,Washington Co.,Pa..~X Commission Expires Sep.tember 26,1977
TRUSTEE UNDER WILL OF
NATHAN W.HENNING,DECEASED,
FOR JAMES W.HENNING
,."
ACCOUNT NO.202-743
APPROVAL AND RELEASE
I,James W.Henning,beneficiary of the above trust,do hereby
approve of the accounting as furnished to me quarterly by Mellon Bank,N.A.,
under the above recited trust and in consideration of this continuing method of
accounting through exhaustion of funds and the rendering of a Statement of Account
and payment of the final balance in the trust to be without the filing of a court
accounting.I,for myself,my heirs,my executors,administra;tors and assigns,
do hereby release and discharge the said Trustee from any and all claims,de-
mands and causes of action of any kind whatsoever,at law or in equity,arising
out of the administration of said trust estate,and release the Trustee from any
duty to account further therefor.
IN WITNESS WHEREOF,and intending to be legally bound hereby,
I have hereunto set my hand and seal this 2-J)d.day of.D ec e J'h I;e.r,1976.
WITNESS:
.'./.,His_/jL*;"::"~'-'"_./__HENNING (SEAL)
Mark
JAMES W.Name:tMtVz&~~
Address:Vi p $1 ~$::LG-li
JO-tpLZ;&Z{p~13"if;3 8
Name:"J-t.-zua.ee.-~
Address,00 f.:,hat'~
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ORIGINAL
STATEMENT OF ACCOUNT OF
MELLON BANK N.A.
SUCCESSOR BY MERGER TO MELLON NATIONAL BANK AND TRUST COMPANY
TRUSTEE UNDER WILL OF
NATHAN W.HENNING,DECEASED
FOR
JAMES W.HENNING
STATED FROM APRIL 21,1971 TO MAY 19,1977
GFW:aag
SUMMARY AND INDEX
Pages
PRINGrPAL
Receipts 3 $47,469 86
Net Loss on Conversions 7 229 06
Sub-Total $47,240 80
I
Less Disbursements 7 39 188 68
Balance before Distributions $8,052 12
Less Distributions for Beneficiary 8 7,792 61
Investments 9 .,.
Principal Balance Remaining $259 51 I
I
INCOME I
Receipts 11 $45,178 25
Less Disbursements 11 224-76
Balance before Distributions $44,953 49
Less Distributions for Beneficiary 12 44.952 93
Income Balance Remaining 56
COMBINED BALANCE REMAINING $260 07
,
L....---
COMPOSITION OF NET BALANCES
PRINCIPAL
TOTAL PRI NCI PAL
INCOME
TOTAL INCOME
TOTAL PRINCIPAL AND INCOME
- 2 -
Carrying
Va1u~-
259 51
$259 51
56
$56
$260 07
'I
, i
PRINCIPAL RECEIPTS
Prior Award
2/4/72 Mellon National Bank and Trust Company,Executor
Estate of Nathan W.Henning,Deceased:
Per Instructions of James W.Henning,Payee as
shown in Executor Account at No.63-70-250:
4/21/71
Family exe~ption
2/4/72
Principal Cash and Securities awarded per Decree
dated January 17,1972 at No.63-70-250 in the
Court of Common Pleas of Washington County,Pa.,
Orphans'Court Division,as follows:
$1,500 00
2/10/76
Cash
Temporary Investments:
$1,000.CIT Financial Corporation
Demand Note
$11,000.Commercial Credit Company
Demand Note
In lieu of $20,000.United States
of America Treasury Bills,matured
with a carrying value of $19,771.40,
received the following:
$10,000.Deposited at Interest in
Mellon Bank
together with Principal Cash
Subsequent ReceiPts
James W.Henning:
$706.85
1,000.00
11,000.00
10,000.00
9.771,40 32.478 25 $33,978 25,
l
Deposits to be added to and made part of trust
account,as follows:
5/13/71
Cash
5/26/71
Cash
2/10/76
Cash representing balance withdrawn from
Savings Account No.522819 of Dollar Savings
Bank in the name of Nathan W.Henning in
trust for James W.Henning
TOTAL PRINCIPAL RECEIPTS
....3 -
$1,178 58
2,500 00
9.813 03 __13 491 61
$47,469 86
PRINCIPAL CONVERSIONS INTO CASH
Gain Loss
2/11/72 $6,000.Connnercial Credit Company Demand Note
Proceeds $6,000.00
Carrying value 6,000.00
2/11/72 $10,000.Deposited at Interest in Mellon Bank
Withdrawal $10,000.00
Carrying value 10,000.00
2/25/72 $2,000.Connne r cia1 Credit Company Demand Note
Proceeds $2,000.00
Carrying value 2,000.00
6/23/72 $1,000.Connnercial Credit Company Demand Note
Proceeds $1,000.00
Ca rrying va 1ue 1,000.00
7/24/72 $1,000.CIT Financial Corporation Demand Note
Proceeds $1,000.00
Carrying value 1,000.00
8/1/72 $3,000.Connnercial Credit Company Demand Note
Proceeds $3,000.00
Carrying value 3,000.00
2/22/73 $5,000.United States of America,4%Treasury
Bonds,dated 9/15/63,due 8/15/73
Carrying va1ue $4,982.75
Net proceeds 4,932.94 $49 81
4/6/73 $3,000.Ford Motor Credit Company Demand Note
Proceeds $3,000.00
Ca rrying va1ue 3,000.00
8/15/73 $5,000.United States of America,4%Treasury
Bond,dated 9/15/63,due 8/15/73
Proceeds $5,000.00
Carrying value 4,982.75 $17 25
9/26/73 $1,000.CIT Financial Corporation Demand Note
Proceeds $1,000.00
Carrying value 1,000.00
11/5/73 $1,000.CIT Financial Corporation Demand Note
Proceeds $1,000.00
Carrying value 1,000.00
1/15/74 $1,000.Ford Motor Credit Company Demand Note
Proceeds $1,000.00
Carrying va 1ue 1,000.00
4/26/74 $2,000.CIT Financial Corporation Demand Note
Proceeds $2,000.00
Carrying value 2,000.00
- 4 -
II
5/15/74 $5,000.United States of America,4.25%Treasury
Bonds of 1974,dated 5/15/64,due 5/15/74
Proceeds $5,000.00
Carrying value 4,971.75 28 25
;,;
7/9/74 $1,000.General Motors Acceptance Corporation
Demand Note
Proceeds $1,000.00
Carrying value 1,000.00
8/22/74 $1,000.CIT Financial Corporation Demand Note
Proceeds $1,000.00
Carrying value 1,000.00
10/9/74 $1,000.General Motors Acceptance Corporation
Demand Note
Proceeds $1,000.00
Carrying value 1,000.00
12/16/74 $1,000.General Motors Acceptance Corporation
Demand Note
Proceeds $1,000.00
Ca rryi ng va 1ue 1,000.00
1/21/75 $1,000.General Motors Acceptance Corporation
Demand Note
Proceeds $1,000.00
Carrying value 1,000.00
3/18/75 $1,000.General Motors Acceptance Corporation
Demand Note
Proceeds $1,000.00
Carrying value 1,000.00
7/29/75 $10,000.United States of America,5.75%Treasury
Notes,dated 2/15/72,due 5/15/76
Carrying value $10,090.50
Net proceeds 9,865.75 224 75
8/5/75 5 uni ts Mellon Bank N.A.Short Term Fixed
Income Fund
Proceeds $500.00
Carrying value 500.00
9/22/75 10 units Mellon Bank N.A.Short Term Fixed
Income Fund
Proceeds $1,000.00
Carrying value 1,000.00
1019/75 10 uni ts Mellon Bank N.A.Short Term Fixed
Income Fund
Proceeds $1,000.00
Carrying value 1,000.00
- 5 -
12/9/75 10 uni ts Mellon Bank N.A.Short Te.rm Fixed
Income Fund
Proceeds $1,000.00
Carrying value 1,000.00
1/15/76 5 units Mellon Bank N.A.Short Term Fixed
Income Fund
Proceeds $500.00
Ca rrying va1ue 500.00
3/15/76 10 uni ts Mellon Bank N.A.Short Term Fixed
Income Fund
Proceeds $1,000.00
Carrying value 1,000.00
5/10/76 10 units Mellon Bank N.A.Short Term Fixed
Income Fund
Proceeds $1,000.00
Carrying value 1,000.00
5/14/76 6 uni ts Mellon Bank N.A.Short Term Fixed
Income Fund
Proceeds $600.00
Carrying value 600.00
6/10/76 2 uni ts Mellon Bank N.A.Short Term Fixed
Income Fund
Proceeds $200.00
Carrying value 200.00
6/18/76 10 uni ts Mellon Bank N.A.Short Term Fixed
Income Fund
Proceeds $1,000.00
Carrying value 1,000.00
8/6/76 10 units Mellon Bank N.A.Short Term Fixed
Income Fund
Proceeds $1,000.00
Carrying value 1,000.00
10/7/76 9 uni ts Mellon Bank N.A.Short Term Fixed
Income Fund
Proceeds $900.00
Carrying value 900.00
11/8/76 5 uni ts Mellon Bank N.A.Short Term Fixed
Income Fund
Proceeds $500.00
Carrying value 500.00
12/13/76 10 units Mellon Bank N.A.Short Term Fixed
Income Fund
Proceeds $1,000.00
Carrying value 1,000.00
- 6 -
1/7/77 7 units Mellon Bank N.A.Short Tenn Fixed
Income Fund
Proceeds $700.00
Carrying value 700.00
2/7/77 8 units Mellon Bank N.A.Short Tenn Fixed
Income Fund
Proceeds $800.00
Carrying value 800.00 -
3/3/77 8 units Me 110n Bank N.A.Short Tenn Fixed
Income Fund
Proceeds $800.00
Carrying value 800.00
3/11/77 12 uni ts Mellon Bank N.A.Short Tenn Fixed
Income Fund ,
Proceeds $1,200.00
Carrying value 1,200.00
TOTALS $45 50 $274 56
Net Loss transferred to Summary $229 06
PRINCIPAL DISBURSEMENTS
3/1/77 Mellon Bank N.A.:
Compensation as Trustee charged against t
Principal for period ending 3/6/72 through 3/6/77 $234 58
4/21/77 Waddington Convalescent Home,Incorporated:
Professional care and maintenance of
James W.Henning for March,1977 858 85
5/9/77 Transfers to Income for payments during the
period 4/26/71 through 5/9/77 38.095 25
TOTAL PRINCIPAL DISBURSEMENTS $39,188 68,,
- 7 -
PRINCIPAL DISTRIBUTIONS FOR BENEFICIARY
4/22/71 I Russell Marino,Register of Wills:
I Payment in full Pennsylvania Inheritance Tax on
Savings Account in trust for James Henning being
6%on $7,520.88
Less 5%discount
$451 25
22 56 $428 69
6/1/71
3/22/72
Urology Associates:
Professional services rendered James Henning
Blue Cross of Western Pennsylvania:
Premiums paid for James Henning for period
8/1/71 through 8/1/72
40 00
136 35
12/5/72 Pittsburgh National Bank:
Safe Deposit Box rental No.26-0 for period
12/6/71 through 12/5/73
5/15/73 Bankers Life and Casualty Company:
Premiums on Policy No.680314392 for one year
paid 6/1/71 and 5/15/73
5/11/76 Bankers Life and Casualty Company:
Premiums on Policy No.660072340 paid,as
follows:5/1/71,5/15/73 and 5/11/76
6/11/76 Waddington Convalescent Home,Incorporated:
Payments for professional care and maintenance
during the period 6/1/71 through 6/11/76
TOTAL PRINCIPAL DISTRIBUTIONS
- 8 -
10 00
261 82
173 46
_6 742 29
$7,792 61
:,.
I
"
PRINCIPAL INVESTMENTS
2/17/72 $10,000.United States of America,4%Treasury
Bonds,dated 9/15/63,due 8/15/73 at 99.625,
plus charges
2/17/72 $5,000.United States of America,4.25%Treasury
Bonds of 1974,dated 5/15/64,due 5/15/74 at
99.375,plus charges
2/17/72 $10,000.United States of America,Treasury
Notes,dated 2/15/72,due 5/15/76 at 100.875,
plus charges
4/30/72 $1,000.Commercial Credit Company Demand Note
at 100.
2/28/73 $4,000.Ford Motor Credit Company Demand Note
at 100.
8/15/73 $5,000.CIT Financial Corporation Demand Note
at 100.
5/15/74 $5,000.General Motors Acceptance Corporation
Demand Note at 100.
7/30/75 67 units Mellon Bank N.A.Short Term Fixed
Income Fund at 100.
2/12/76 80 units Mellon Bank N.A.Short Term Fixed
Income Fund at 100.
- 9 -
$9,965 50
4,971 75
10,090 50
1,000 00
4,000 00
5,000 00
5,000 00
6,700 00
8,000 00
INCOME RECEIPTS
2/3/72 Mellon National Bank and Trust Company,Executor
Estate of Nathan W.Henning,Deceased:
10/8/71
Cash advancement
2/3/72
Cash awarded per Decree dated January 17,1972
at No.63-70-250 in the Court of Common Pleas of
washington County,Pa.,Orphans'Court Division
2/3/72
Net interest since audit on $20,000.United
States of America Treasury Bills matured
United States of America,4%Treasury Bonds,
dated 9/15/63,due 8/15/73
$10,000.2/17/72 to 2/15/73
5,000.2/15/73 to 2/22/73
5,000.2/15/73 to 8/15/73
United States of America,4.25%Treasury Bonds
of 1974,dated 5/15/64,due 5/15/74
$5,000.2/17/72 to 5/15/74
United States of America,5.75%Treasury Notes,
dated 2/15/72,due 5/15/76
$10,000.2/17/72 to 7/29/75
CIT Financial Corporation Demand Note
Interest collected during the period
11/8/71 to 8/22/74
Commercial Credit Company Demand Note
Interest collected during the period
11/8/71 to 8/1/72
Ford Motor Credit Company Demand Note
Interest earned during the period
2/28/73 to 1/5/74
General Motors Acceptance Corporation Demand Note
Interest collected during the period
5/15/71 to 3/18/75
-10 -
$500 00
345 95
217 17
$397 80
3 87
100 00
..
$1,063 12
501 67
476 37
1,981 21
267 74
208 79
94 34
249 14
Deposited at Interest in Mellon Bank
Interest collected during the period
12/2/71 to 2/11/72
Mellon Bank N.A.Short Term Fixed Income Fund
Interest collected during the period
7/30/75 through 3/11/77
7/18/75 Medicare:
Payment of claims re ambulance service for
James W.Henning by Howard W.McCrory Funeral
Home on 4/5/75 and 4/10/75
7/22/75 Pennsylvania Blue Shield:
Reimbursement for allowable amount under
ambulance coverage for 4/5/75 and 4/10/75
11/18/75 Bankers Life and Casualty Company:
Reimbursement for various medical claims paid
during the period 12/21/72 through 11/18/75
12/15/75 Monongahela Valley Hospital,Incorporated:
Refund due James Henning
5/9/77 Transfers from Principal for payments during
the period 4/26/71 through 5/9/77
TOTAL INC<l1E RECEIPTS
INCOME DISBURSEMENTS
4/10/75 Treasurer,Washington County,Pa.:
County Personal Property Tax for the years
1972,1974 and 1975
3/1/77 Mellon Bank N.A.:
Compensation as Trustee charged against Income
for period ending 3/6/72 through 3/6/77
TOTAL INCOME DISBURSEMENTS
-11 -
.,,;
I
87 40
492 30
44 00
11 00
1,568 42
,
37 50
38.095 25
$45,178 25
,
$68 40
156 36
$224 76
I
-
INCCME DISTRIBUTIONS FOR BENEFICIARY
5/23/71 Urology Associates:
Professional services payments during the period
10/5/72 through 5/23/71
9/21/73 Aland C.Dent,M.D.:
Professional service payments 4/21/71 and 9/1/73
6/11/74 Blue Cross of l-J'estern Pennsylvania:
Premiums paid during the period
4/21/71 through 3/27/74
Less:
6/11/74 Refund
5/12/75 Bankers Life and Casualty Company:
Premiums on Policy No.660072340 for one year
paid 5/16/72,5/14/74 and 5/12/75
5/14/75 Howard McCrory Funeral Home:
Ambulance service payments during the period
9/21/73 through 5/14/75
6/16/76 The Blue Cross of western Pennsylvania:
Premiums paid on Blue Cross 65 Special Policy
during the re riod 6/18/74 through 6/16/76
3/4/77 Waddington Convalescent Home,Incorporated:
Payments for professional care and maintenance
of James W.Henning during the period
4/21/71 through 3/4/77
3/7/77 John E.Costello,Esquire:
216/76
Services in regard to meetings with
Mr.Armentrout and Mrs.Blevins re
James W.Henning and Drafting of Documents
3/7/77
Attorney's fee at Termination of Account
$409 05
135 75
$40 00
150 00
$588 00
180 00
273 30
173 46
230 00
274 60
42,392 11
190 00
4/19/77 Mutual of Omaha:
Yearly premiums for
payments during the
4/19/77
,
Policy No.10CL329042-69M
period 4/21/71 through
70 00
5/9/77 Bankers Life and Casualty Company:
Premiums on Policy No.680314392 for one year
paid 5/16/72,5/14/74,5/18/76 and 5/9/77
TOTAL INCOME DI STRIBUTIONS
-12 -
581 46
$44,952 93
COMMONWEALTH OF PENNSYLVANIA )
•SS
COUNTY OF WASHINGTON )
ARLIE W.OTT,Assistant Vice President
of the MELLON BANK N.A.,Successor by merger to MELLON NATIONAL BANK ANn
TRUST COMPANY,the above named Accountant,being duly sworn according to
law,deposes and says that the disbursements shown in the account have been
made to the parties entitled thereto;and that the account as stated is true
and correct as he verily b~lieves.
A.D.1977
.t,
~-(~.
..-..,:.
Sworn to and subscribed
before me this c2?t;J..day
of ~f'
,_~Y8~
'{j Notary Public
BANE B.MILLER,Notary Public
Washington,Washington Co.,1'a".
My Commission Expires September 26,1971
•
",t '"'i
IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA
ORPHANS'COURT DIVISION
IN RE:Estate of
JAMES HENNING,
Beneficiary of Testamentary Trust
o R D E R
'J
AND NOW,this ~-day of June,1977,upon consideration
of the foregoing Petition,MELLON BANK N.A.~Trustee for JAMES
HENNING,is hereby discharged upon receipt and release and any
funds remaining in its hand,as per the account,shall be trans-
mitted to James Henning,Beneficiary of the Trust.
BY THE COURT:
Form RCt-33
RESIDENT DECEDENT
J
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
COUNTY OF yJC1:?tt~pg~gI1:.
I~WORTANT:This return must be completed in detail and filed in duplicate,with will attached,with the·
Register of Wills of the County where decedent resided;Return is due within one year after
date of death,unless an extensIon is granted by the Secretary of Revenue.Section 703 of
the Inheritance and Estate Tax Act of 1961.)
IN THE MATTER OF THE ESTATE OF }AFFIDAVIT OF.........,···..····~·~~·n~;·f~·~~~~e.0~:~~~t·)·EXECUTOR
Washington .ADMlllIJSI'.BA.'roRLateofCounty
state of "'"~~:t:lYl~;y~y.~.Yl~.c:::}ss:
County of ..,..W.~$htpgt..9.:t:l .
George ...!~...~El::r:~!.:~.~g~.'.<!.!.:~..~A~~~..~.....~~.~.~.....Q.:f..f..~~~.:r:).....M~J:L?P:..~§.~~()P:~:L ...J.3.§..J:l!':....~...':J:'P.:1:§~...CO.....Executor
A.dm.iD.istraiDJ:,of the estate of the above-named decedent being duly sworn,depose and say :
Decedent died ...............~~~f)h ..6th(l~y)"19(J:~)"'{~:::::~e~Ving a last will,copy of which is hereto attached.}
Name and address of attorney or}
other authorized representative to
whom all correspondence should be
mailed.
)lIe~:L()D.;N~~t()J:l~J.,J?9.:q~.I¥l.<:1,.':J,'.~~t.Q.9.JTIPCLIly ...
S.MaiYl J3.t .&~h~:t:':r:Y:Ave.·L.V:T~~:t1iYl~~()Yl~.l?~...
ExecutorThatassuch deponent is familiar with the affairs of said estate and the property con-
(Exl~cutorwAdmjnistrator)
stituting the assets thereof and their fair market value.
That at the time of death there was no safe deposit box registered in decedent's individual name,or jointly
with,or as agent or deputy of another,or In decedent's individual name,with right of access by another as agent
or deputy,with the exception of the following:-
NAME AND ADDRESS OF BANK OR OTHER INSTITUTION
IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX
Charleroi Office of Pittsburgh National
Bank
THIS SAFE DEPOSIT BOX RENTED RELATIONSHIP OF JOINT
IN NAME OR NAMES OF HOLDERS TO DECEDENT___
Joint with James W.Henning Son
That the contents of said safe deposit box or boxes are itemized under Schedules of this
return,with the exception of the following,for the reasons hereinafter set forth:
That Schedule A attached hereto and made part hereof sets forth fully and in detail all the
real property in the CO~lealth of Pennsylvania of which decedent died haVing an interest therein.It
also sets forth the mortg~encumbrances upon each parcel of real property at the date of death,giVing
the amount still due at death,name of mortgagee,date,rate of interest,and book and page of record
thereof.It also sets forth in the columns provided therefore the assessed valuation of each of said
parcels,the estimated market value thereof as of date of death of decedent.
That Schedule B attached hereto and made part hereof sets forth fully and in detail all personal
property wheresover situated owned by the decedent at the time of death;all moneys left by the decedent
at the time of death,whether in decedent's immediate possession,standing to decedent's credit in banks
of deposi t,saVings banks,.trust companies,or other institutions,whether individually,or in trust for
any other person or persons giVing also separately the accrued interest thereon,if any~'down to the last
interest day prior to decedent's death i~the case of savings banks,and to the d~.t~~j>.?\~~~ed;nt'~A;ath
in all other cases;all bonds,postal savings,treasury certificates or notes an~9-,>-Qt~eJ"evii:l.eJ;l9-e of~.1n
debtedness of the,United States to the decedent;ali obligations,whether by stat~t~~or agreement they..-..--..'"-'.""~":taredesignatedastaxfree,of the Uni ted States,or any state,or political subdivision ·thereof,or of-~any foreign country,which are owned at the time of death;all wearing apparel,jewelry~silverw~re"pic-
••.,\..\...¥-tures,books,works of art,household furniture,horses,carriages,automobiles,~~c)~Js,,,,.and'any and all
other personal chattels of whatsoever kind or nature,leftbydecedent,together with,tne·fairly estimated4,j-..
market vaille thereof;all bonds and mortg81!eS held by decedent and of all claims due'and 'owing decedent
at the time of ~eath,and all promissory notes or other instruments in writing for the payment of money
of which decedent died possessed,of whatsoever nature,wi th interest thereon,if any,giVing the face
value and estimaterl fa.ir market value thereof,and if such estimated fair market value be less than the
face value,it sets forth briefly the reasons for such depreciation as to each item;all moneys payable
to the estate from life insurance pol.ici·es carried by decedent;all annuity and endowment contracts the
proceeds of which were payable upon the death of the decedent;and all the corporate stocks and dividends
due thereon and unpaid as of the date of death,bonds and accrued interest thereon to the date of dece-
dent's death and other investment securities owned by the decedent at the time of death,with the market
value thereof at such time.
•
•
In the case of securities of close or famil,y corporations,the values reported are as far as
possible substantiated by financial statements of the corporations,showing the assets and liabilities
thereof as of the date of'death.The schedule also sets forth the interest of decedent at the time of
death in any co-partnership or business,and in support of the value of such interest there is annexed to
said schedule,financial statements showing the assets and liabilities of said co-partnership or business.
A copy of the co-partnership agreement,(if oral,a statement setting forth the nature of the agreement)
together with a statement setting forth the character of the business,its location,and such other facts
pertaining to the business as may be pertinent to a fair and just appraisal of the decedent's interest
therein must be submitted.It should also set forth in itemized form,together with the fair market value
thereof,any other property owned or bequeathed by the decedent at the time of death.
The Schedule C attached hereto and made part hereof sets forth a true answer to each inquiry
contained therein and in the case of transfers ofproperty,real or personal,within 'two years of decedent's
death,in contemplation of decedent's death,or intended to take effect in possession or enjoyment at or
after death,said schedule sets forth the nature and value of such property,to whom transferred,the
relationship of the transferees to the deceaent,the proportionate,shar'e r~ceived by each trflnsferee and
all other facts of a pertinent nature regarding said transfers.In the case of transfers intended to
take effect in possession or enjoyment at or after death,there is also attached to the schedule a cony
of the deed,trust agreement or other instrument creating the trust.·-·Ther,~is also set forth in said
schedule a list of all property,real and personal,with its value,which passes at decedent's death by
virtue of the exercise by decedent,either individual1-y,or jointly with another,or any power of appoint-
ment vested in decedent,either individually or jointly,by the Will,deed,or other instrmnent of another,
with a copy of the instrum~nt creating such power attached'to the schedule.
That Schedule D attached hereto and made part hereof sets forth the names and addresses of all
persons beneficially interested in this estate at the time of decedent's death,the nature of their res-
pective interests,their relationship,if any,to the decedent,together with the ages at the time of
decedent's death of all minors,annuitants and beneficiaries for life under decedent's Will.It also
contains a statement showing which of the beneficiaries named in the decedent's will,if any,died prior
to decedent,the dates of their death,their issue,and the relationship of such issue to the beneficiary.
That Schedule E attached hereto and made a part hereof sets forth all property,real and per-
sonal,owned by the decedent jointly with another or others,including intangible,standing in the name
of the decedent and others,plus the date and place of record of instruments effecting the vestiture-of
real estate and the date.of acquisition of .personalJ".Y,plus the name,address and relationship,if any,
of co-owners to the decedent.
That Schedule F attached hereto and made a part hereof sets forth fully and in detail all debts
and deductions claimed for and on behalf of this decedent's estate,including ~lneral expenses paid;
family exemption,where applicable;costs of administration of this estate;counsel fees and fudiciary's
commissions paid or to be paid;cost expended for burial trusts,tombstones or gravemarkers,and reli-
gious services,in consequence of the death of the decedent;debts and claims owing and unpaid at time of
death;taxes accrued chargeable for period prior to decedent's death (except those allowed under Section
651 of the Inheritance and Estate Tax Act);together with a statement of collateral pledged for obliga-
tions,if any.It is agreed that the fiduciary will present proof of said claimed obligations uponre-
quest,that if the amount actually paid in settlement of any fee,commission or debt is less than the
estimated amount claiming and allowed,that the same will be reported to the Register of Wills,and that
the amount of tax assessed can be reassessed in accordance therewith.
That the totals of the appropriate columns in Schedules"A","B", "C","E",and "F"as directed therein,
have been carried forward and properly registered in the Stunmary.
Mellon National ~k~Trust Company
...................'i.~.:~..
Exe or-Administrator)As •Trust
S.Ma n st.&CHerry Ave..Officer......................................................................................................................................
(Street Number)
Washington,Pa.······(City ~..·T~;;,·~~;i..·s;t~f ..·..··..·..··..·..··..·..·.
Subscribed and sworn to before me this ~l,t11T..
................;~i.·!.,~..;daY:.9f 7I...A~"1/I :19 7/···
........................cIr....~.~1
DOlORESP;M.E cplTH,Notary Public
WashIngton,.\II-ilshington c~unty,Pa,My Commission Expires
'January 28,1915
NOTE:Before signing affidavit make sure all blank spaces in the affidavit and schedules annexed are
filled in with details or the word "None",and in case the asset.s include rare and unlisterl securities,
securities of close or family corporations or an interest in any co-partnership or business,that the
data and statements required under the paragraph above relating to Schedule liB"are attached.Also make
certain that column #1 in the "Summary"has been properly completed as above-directed.
RCC-34 (1~64)
C,OMMONWEAL TH OF PENNSYLVANIADEPART~NTOF REVENUE
BUREAU OF COUNTY COLLECTIONS
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "A"
REAL PROPERTY
(3\
EPARTMENT
VALUATION
CAUTION
Do not write
"this space)
Real property in Pennsylvania,with statemenJ of mottgage encumbrances upon each parcel at death of dece-
dent.Where property held as joint tenant or tenancy by entireties,report on Schedule "E".Property held by
the decedent as tenant in common with another or others,should be identified as to quantum of interest and
the estimated value should be that of the decedent's interest only.
The real property located In the Commonwealth of Pennsylvania should be (1 )(2)described by lot and block number,street and street number,together wi th
0ageneraldescriptionoftheproperty,with a reference to the record of the ASSESSED VALUEconveyancebywhichthedecedenttooktitle;If a farm state number of a-FOR YEAR OF ESTIMATEDcres;also statement of mortgage encumbrances upon each parcel at death DECEDENT'S MARKET VALUE (of decedent.Taxes,assessments,accrued Interest on mortgages,etc.,are
DEATH ItobelistedonSchedule"F"and must not be deducted from this schedule.
None
,
Insert this total opposite "real property",Schedule "A"in the XXXXX"As Reported"column on the last page of this return.
RCC-3i5
r
COMMONWEALTH OF PENNSYLVA.NIA
TP~SFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDUI}'~"13"
PERSONAL PltQPERTY
INSTRUCTIONS:This Schedule must disclose all tangible and intangible personal property owned individually
by the decedent,at the time of his death.Property owned by the decedent jointly with another or others
must be listed under Schedule "E".Intangible personal property,titled in the name of the decedent,but
payable at death to another or others,including but not limited to P.O.D.U.S.Savings Bonds and tenta-
tive trust accounts,must be listed,despite the fact that they are not of the administered estate.
Tangible personal property should be listed first (e.g.Jewelry,wearing apparel,household
goods,and furnishings,books,paintings,ffiltomobiles,hoats,etc.)
Intangible personal property,such as honds,treasury certificates,cash on hand and in bank,
stocks,mortgages,notes,together with accrued interest or dividends,salaries or wages,insurance pay-
able to the estate or fiduciary in said capacity,partnership interests,interest ~n anyundistributed
estate of or income from any property held in trust under the will or agreement of another,even though
located outside of the State,at the time of death,should be listed in this schedule.
Item ITEM UNIT ESTIMATED DEPARTMENT VALUATION
No.List and describe fully VALUE MARKEr VALUE (Do not write in
this space)
Cash,insurance,etc.per copy of
inventory attached hereto:44,743.62 t9,Kdt.J1-~Less:Social Security Lump 1f,L/ffCoJ-Sum Death Benefit:255·00 I 44,488.62I-
Extra-testamentary Eroperty:
Dollar Savings Bank
Savings Account in name
of Nathan W.Henning -"In
trust for"James W.Henning
(Son)
Tax :payable by James W.Henning.
Insert this total opposite "Personal Property",Schedule "B"in
the "As Reported"column on the last page of this return.
x X 44,488.62 /i'11?R'-(,~
I
RESIDENT DECEDENT
COMMONwEALTH OF PENNSYLVANIA
,TRANSFER INHERITANCE TAX
RCC-36 u •
SCHEDULE "c"
TRANSFERS
(1)Did decedent,wit!')in two years ofdeath,make any transfer of any material part of his estate,without
receiving a valuable and adeq4ate consid~ration therefor?(Answer yes or no)~N~O~_
(2)Did decedent,within two years of death,transfer property from himself to himself and another or
others (including a spouse)in joint ownership?(Answer yes or no)_.:::;N:...:o:....-.__
(3)If the answer to (1)or (2)above is in the affirmative state:
(a)Age of decedent at time of transfer __
(b)State of decedent's health at time of making the transfer.(Note 1).
(c)Cause of decedent's death.(Note 1).
(4)Did decedent,in his lifetime,make any transfer of property without receiving a valuable or adequate
consideration therefor which was to take effect in possession or enjoyment at or after his death?
(Answer yes or no)No....
(a)Was there any possibility that the property transferred might return to transferer or his
estate or be sUbject to his power of disposition?(Answer yes or no)_
(b)What was the transferee's age at time of decedent's death?__
(5)Did decedEmt in his lifetime make any transfer without receiving a valuable and adequate consideration
therefor under which transferor expressly or impliedly reserves for his life or any period which does
not in fact end before his death:
(a)The possession or enjoyment of or the right to income from the property transferred?
(Answer yes or no)~N~o -
(b)The right to designate the persons who shall possess or enjoy the property transferred or
inco~e therefrom?(Answer yes or nO)__D~~~o~._
(6)If the answer to (5)(b)above is in the affirmative,state whether the right was reserved in decedent
alone or others -----__----:_
(7)Did decedent in his lifetime make a transfer,the consideration for which was transferee's promise to
pay income to or for the benefit of care of transferor?(Answer yes or no)__~N~o~__
(8)Did decedent,at any time,transfer property,the beneficial enjoyment of which was subject to Change,
because of a reserved power to alter,amend,or revoke,or which could revert to decedent under terms
of transfer or by operation of law?(Answer yes or no)__~N~o~_
(9)If the ~nswer to (8)above is in the affirmative,was the power to alter,amend,or revoke the inter-
est of the beneficiary reserved in the decedent alone or the decedent and others?
(Answer yes or no)__-__
NOTE 1:The answers to these questions should be supported by affidavit by the attending physician as
well as a copy of the death certificate.
NOTE 2:If answer to any of the above questions is yes,set forth below a description of the property
transferred,it's fair market value at d,ate of death,dates of transfers and to whom transferred,with
relationship of transferees to decedent,if any. Submit copy of any trust deed or instrument,if trans-
fers are claimed to be non-taxable,also submit detailed statement of facts on which said claim is based.
NOTE 3:List applicable property below in manner in which provided in Schedules A,B,or E.
ITEM DESCRIPTION MARKET VALUE
(Estimated)DEPT.VALUATION
(Dept.Only)
Insert this total opposite "Transfers",Schedule "C"in the
"As Reported"column on the last page of this return.
~.
Rc.e-'37''(l2-63)
COMMONWEALTH OF PENNSYYLANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
S~HEDeLE "D"
BENEFICIARIES
BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED(If step-children or DATE INTEREST OFStatefullnamesandaddressesofallwhoillegitimatechildrenDECEDENTOFBENEFICIARY
ave an interest,vested,contingent or other are involved,set STATE YES IN ESTATE
wise,in estate)forth this fact.)OR NO BIRTH
Charles Armentrout Step-grandson Yes Shotgun ($60.00)
Belle Vernon,Pa.
Estella Piner Sten-daug:hter Yes Watch (3;S.00)
Connellsville,Pa.
James W.Henning:Son Yes *
Fayette City,Pa.
*Income and/or nrincinal fr m the entire re iduarv estate to be
used for the benefit of Jm es W.Henning,or life.
Continl2:ent remaindermen:
Frederick Maxon Step-son Yes
Estella Piper Step-daughter Yes
Florence Blevins Step-daughter Yes
Provision for further continge cies.
"-
.~
(
h
Deponent further says that all the above-named beneficiaries are living at this time except below:
NAME DATE OF DEATH RESIDENCE
•
~IATTER OF THE APPRAISEMENT
P.o<THE
OF THE
ESTATE OF
(Executor-Administrator
must complete "As
Reported"column #1.)
0 ...,'"t:l ::0......Cll Cll0s:»...e.'"'"::3 0'"en..,.,::3 '"t:l...,Cll e....,...s:»'"0x'"t:l '0s:»Cll~......
(;)0 ~'0II~Cll II -,.......'"'<....s:»II ~....Cll
63-70-250
YeartNo.
Will
Adminis..tI:a.tion
Nathan W.:H:~r:tJ:l~Ilg
Deceased
Late of ..Ghar':L<e.rq.i..
REPORT AND APPRAISAL
Commonwealth of Pennsylvania
County of Washington
.Vd •.O~)1<0J Dr:IHSV/y\
STli/.\:It)ij]J SI~)3d
f)U1(~'-g ~!;4 i ~l :i s~;ntJ
enc:
~~>::0--~W en .ennn?"?"?"a 05 >:::::----
~~.(I.)~~~->
:+:-:+:-til
+"':+:-::0_
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i
AND AGENT OF THE COMMONWEALTH
DEDUCTIONS ALLOWED IN J
THE SUM OF $ultl.v.f1:rJ
u.'l=Z2/
(,~--72)-
STATEMENT OF DEBTS
AND DEDUCTIONS
COUNTY
OFFICE OF THE
REGISTER OF WILLS
OF Washington
Form RC C·lO
ESTATE OF NathanW.Henning LATE OF _--:!:B~o~r~o~u4!g;.:.h~o:.=f~C~h~a~r!o..<l!o.loe"",r!<..:o~l,,,-·_
DATE OF FILING APPRAISEMENT DATE OF DEATH -=..M=a.=.r.:;:c""'ho.....>::6'-Z..--:!:1~9'-'7'-'1=--_
W;:\~hinO'ton County Reuorts Ad\TertisinO'Letters
Michael A.Melinchak.Reinlbu senlent for 1 Death Certificate
I
DATE NO.OF
VOUCH""
1971
April 21
Anril 2
April 14
Auril 27
Julv 15
NAME OF PAYEE
Family Exenlption:Janles W.lenning,Son
Daily Republican,Advertising I etters
Reg-ister of Wills Washing-ton (ountv Pa.
REMARKS
Court costs as
AMOUNT
1,500 00
14 00
12 90
2 00
follows:
4./7/71 r,..,.::>".,+....f 1 17.50
7/l5/71 Filing Inventory.15.00
32 50
2.240 0018Oct
I--::O....:c:..:t:.:..-+--::l-=8---l-__-+--=-J-=0..::h=n:.......:C....:o:..:s:..:t:....:e..::l::.lo.:...;,~A..::t:..:t:..:o_r.:.n:...:e:...!.y_'-=s_f:...e:...e=--+---r:-o=",-=.=;:-:::-~2;;;.".~2;;;,.4,;;;.0~t-0;....0~
~xecu"(;or
Mellon National Bank and Trust COnlpany.COnlpensation as/
Anril 7 Mic-h;:\el A Melinchak.Funeral Bill 1 587 00
Auril 20 Wadding-ton Convalescent HOnle Incoruorated Hosuital exnpn f';p~l)i1ROl)
June 11 Aland C.Dent.M.D.Profess onal services Der statenlent
dated 3/6/71 and 4/29/71 60.00
T .0'"",.
fronl Bankers Life anc Casualty COnlDanv 14.28 45 72
Kurtz Monunlent COnlDanv.Grave nlarker 550 00
Mav 1 John E.Costello Profes sional services Der Guardian Account 115 do
M::>'\T 11
uuarOlan
Mpll ....".,N;:\tional Bank and Trust COnluanv.COnluensation as I 1 264 1-2
Mav -5 Mellon National Bank and Trust COnlpany,Guardian Estate of
Nathan W.Henning,Inconlpeter t under appointnlent of COTIlTIlon
"01 ~~n r ,..."...+,...+1hT-,~"h.;.....N+,........r.()1 ""r.n."...+T'l.';,,..;"'.;n......
dated April 23,1970:,...
PaVnlent to R.A.Paynter.Inc I>ruorated for Liabilitv Insurance 15 00
10 185 89
v \
COMMONWEALTH OF PENNSYLVANIA
..-.)r
DOLORE'.)-P.~1ES-'TI,Notary Public
WasHington,·W"Jhlr:gt~,.County•.~
My eomm .•sion Expires
January 28,1975
..,
I
.,
.'.'.~'.
,.
,.
.,
.....'
...-...............I .~"'Orol>(fJ
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RCC-81 (6-71)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
HARRISBURG
17127
NOTICE OF FILING OF APPRAISEMENT
IN YOUR REPLY PLEASE
REFER TO 38-152-6
Inheritance Tax Division
J
MELLON NATIONAL BANK &'TRUST qOMPANY
(Executor~
In Re:Estate of ~N~l\~THAN~~W~.!..........!H~E~NN~I~N~G _
__W.!LAQlS!oLlHL&..I....NwGo!....OTuOuNl.....-_Cou nty -FileNo.63-70-250
Dear Mr.Partridge:
You are he reby noti fi ed that the ...30urLoi"4g~l.o!!oJ·nYi&g,l""'·_
appraisement in the estate of Nathan W.Henning
has been fi led in the office of the Register of Wi lis of Washington
County on January 11 ,19Z2...-,Said appraisement reflects the following
valuations:
Real Estate _
PersonaI Property __--.!4~4~,4~.o.8.o.8........lJ6l..'02'___
T ransfers _
Jointly Owned _
TotaI -4""'4:r..,.:,418~8""-..L!.6w21i1L-_
As to such tax that is paid within three months from date of death,a five (5%)
percent discount is allowable.As to any tax that remains unpaid after nine (9)months
(fifteen months when death occurred from December 22,1965 to June 16,1971,inclusive;
and twelve months when death occurred prior to December 22,1965)from date of death,
interest at the rate of six (6%)percent per annum is charged.
Any party in interest who is aggrieved by an appraisement may appeal therefrom
as provided by law.
Date _~J~a~n~u~a~r...Ly~l~l-,-,---,1~9~7!...!2!!...-_Signed _~F'--.::RAN==C=E=S-=L=EO~_
Titl e __C..::...::H..::...::I=--E...:...F_A::..:::P=--P--=.RA=I...:...SE=--R=--_
DATE OF DEATH:
Note:This is not a bill.
March 6,1971
R CC-81 (6-7 t )
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNT.Y COLLECTIONS
I'lARRISBURG
17127
NOTICE OF FILING OF APPRAISEMENT
MELLON NATIONAL BANK &TRUST COMPANY
,(Executor ~
IN YOUR REPLY PLEASE
REFER TO 38-152-6
Inheritance Tax Division
In Re:Estate of NATHAN tv.HENNING
WASHINGTON Coun ty -File No._.....::6:...::3~--'7.....::0'---=2=5-=O'---_
Dear Mr.Partridge:
You are hereby noti fi ed that the original
appraisement in the estate of Nathan W.Hennin
has been filed in the office of the Register of Wills of Washington
County on Jannary 19 ,19-.12,Said appraisement reflects the following
valuations:
Real Estate _
Personal Property _
Transfers _
J 0 inti y Owned ....L7-f.,~5..!!"!2'_!!O ..lo!8..lo!8 _
Tota I ......7......,w.5_20 8......8 _
As to such tax that is paid within three months from date of death,a five (5%)
percent discount is allowable.As to any tax that remains unpaid after nine (9)months
(fifteen months when death occurred from December 22,1965 to June 16,1971,inclusive;
and twelve months when death occurred prior to December 22,1965)from date of death,
interest at the rate of six (6%)percent per annum is charged.
Any party in interest who is aggrieved by an appraisement may appeal therefrom
as provided by law.
Date January 19,1972 Signed __F_RAN__C_E_S_LE_O _
Title CH_I_E_F_A_P_PRA_·_I_S_E_R _
DATE OF DEATH:March 6,1971
The tax has been paid on this account by,James W.Henning,
on April 23,1971.
Note:This is not a bill.
4j~
'1'KC;?J9 (5-68)
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDEN7 DECEDENT
Estate of HENNING,NATHAN
(Last Name)(First Name)
w.
(Initial)
SUMMARY
DATE OF DEATH:'~3-6-71 FILE NO.63-70-250
I
REPORT OF INHERITANCE TAX APPRAISER
I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of--.JWlLJaa...1lls..uhuiuD.J.,gO-,-t..L;OUD.L-,
Pennsylvania,do respectfully report that I have appraised the real and personal property as reported in the foregoing return at
the values set forth opposite each item in the last column to the right in Schedules "A","B", "C",and "E'j.
Da ted:_~J--",a=n=u=a=ry..J--=l=l-,-,-=1.:.9...:..7.=.2_-Y~N~-A?;~
/'INHERITANCE TAX APPRAISER j/
REPORT OF THE REGISTER OF WILLS
I,the undersigned duly elected Register of Wills in and for County,Pennsylvania,do respect-
fully report that I have allowed deductions in the amounts claimed by deponent,·except as to those items where a greater or
lesser amount is set forth in the last column to the right in Schedule "F",which greater or lesser amount represents the sum
allowed as a deduction.
-------------------------
Valuation of life estates or
COMPUTATION OF TAX
---------4-----------4-----------4-----------4--
======t==
TOTAL TAX
Less tax previously paid
BALANCE
Less 5%of tax if paid within
3 months after death
-----
$--------+--
$--------+--
$--------+---
$--------+---
$--------+--
$1.....-_
====~
-----~
--------
(*)As evidenced by Charitable
Exemption Certificates issued
by the Secretary of Revenue.
FOR USE OF REGISTER ONLY ADJUSTMENTS
NOTE:Where subsequent adjustments are made to the above computation of tax by the Register of Wills,for proper reason,
same should be noted below,with short explanation.
Will l N
Administration ~o.
IN THE
Year
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
NATHAN l\T.HENNING
Deceased
Late of .
County of
CHARLEROI·.
WASHINGTON
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
),
~
:;
"-
Funn RCC-2 I
~............J.~.P,u..9.r.y ......ll..,.......!.Q7.~.....COMMONWEALTH OF PENNSYLV.M.JIA DATE
DDARTMEl'~T OF REVENUE RESIDENT INHERITANCE TAX .................W~..~.h.t..r.!.g~.Q.P:.........COUNTY..BJ8REAU OF COUNTY COLLECTIONS ..............
HARRISBURG.PENNA.17127 APPRAISEMENT FILE NO........fj..3.::..7..Q.::..~.s..Q..................................
Whereas,....................................Nathan...W.......H.enning........................................late of ...........................q.h~.~~.~.~.~.~.............................................
in the County of ..................................Wa.s.hi.ngt.o.n......"....;......:.....~.................................Commonwealth of Pennsylvania,having died on
the ........................6.....t.h.......................................................day of ......J~.~.~.<?.h.................................................71 seized and possessed of an estate19............,
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,...........F.r.a.n.~.~..~.....l,..~.9..............................................................................,an appraiser duly appointed according to law,
having been designated to make a fair and conscionable appraisement of the said estate,and to assess and fix
the cash value of all annuities and life estates growing out of said estate,hereby file the following appraisement:
In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after
the expiration of any estate for life or for years,the Commonwealth hereby expressly reserves the right to appraise and assess transferinheritancetaxesatthelawfulcollateralrateonanysuchfutureinterest.
Unit AppraisementDescriptionofAssetValuesMadeforInheritanceTaxPurposes
$
PERSONALTY:
See Schedule "Btl attached to appraisement 44,488 62
Total 44,488 62
form~;~fhbl:~::I~~w:,a?J~.~~'~:;o~e~~b~~~~~~p~~e.~~el~Z~
-Appra,ser
··2:2Z..~·Z·~··~~·St~~~·t·;···...............................,................
Penna............................rd ..~:~·.................................................,
(Post Office)
.-.::'7.
.ji.ASHING:TON . .County
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
NATHAN·W.HENNING
Deceased.
Late of
CHARLEROI
Date .of Death,.M.a.r..c..h..6.,1.9.7.1 :..
Appraisemel!t Docket Vol.,,3.8 .
Page,1.5.2.~.6 No 6.3~.7'O.~.2.5'O .
Filed in Register's Office,Jan ll..,.19..7.2
Amount of tax due,$..
DEPARTMENT OF REVENUE
Received,
Examined and Approved,,..
Wrote abo.ut Appra.isement,
Appeal ft-om Appraisement,..
Entered and chnrged,.
i:.
".
•,.
1
~..
J.'
RCC-81 (2-64)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
NOTICE OF FILING OF APPRAISEMENT
JAMES W.HENNING
IN YOUR REPLY PLEA8E
REFER TO 8 1 23 - 5 -6
)---
In Re:Est ate of__N_A_T_HAN__W,;.-..:....•....;;HE:...:......:NN:...;.:.:.:I;;;.;N;,.:..G=--_
__~\1!..!.'A~S~HwIbA:Nu.GuT...!.0u.:Nl...._County - FHe No.63-70-250
Dear Mr.Henning:
You are hereby notified that the supplemental
appraisement in the estate of Nathan W.Henning
has been filed in the office of the Register of Wills qf Washington
County on January 20 ,191...2.Said appraisement reflects the
following valuations:
Jt.Held
Real Estate _
~ni:iXJ~IK~,~_......7....,.,.>o/.5_20~.8~8L--__
Transfers -:--::-:=:-::-..."....,::---...,..--
Total ..,..:7.....l,L..::5~2::.:0:...!.~8~8::.__
As to such tax that is paid within three months from date of
death,a five (5%)percent discount is allowable.As to any tax that
remains unpaid after one year from date of death',interest at the rate
of six (8%)percent per annum is charged.
Any party in interest who is aggrieved by an appraisement may
appeal therefrom as provided by law.
Title
Dat e _-=J-=a:.:n:..:u:::::a::.:r'-ooly~2~O~'1----:'1!:.::9::..J7W!2~_
DATE OF DEATH:March36,1971
Note:This is not a bill.
Signed ---<!:F~RA~N~C::E~S~LI!.dEilo!O _
CHIEF APPRAISER
..DEPARTME~!T OF REVENUE
BUREAU OF COUNTY COLLECTIONS........::.,......
HARRISBURG.PENNA.17 127
Supplemental I
COMMONWEALTH OF PENNSYLVM~IA
RESIDENT INHERITANCE TAX
APPRAISEMENT
DATE ~.~.~~.~.:r.:Y...,.,.~.~..?~.?..?.2....
COUNT~~~,~.~.~.~.g.~.~.~,, ,
FILE NO 6...3..~..7..Q.~..2..s..Q , ,
Whereas,N.~.t.h~.p....J(~~.~.P.:~.~.P.:g late of ~.~~.:.~.~.:.?~, .
in the County of W~.~.b.;LP.g~.9.Jl Commonwealth of Pennsylvania,having died on
the 6"t.h day of M~.~~.~""19..?.~..,seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,F..r.~.P.:~.~.~~.~.Q ",an appraiser duly appointed according to law,
having been designated to make a fair and conscionable appraisement of the said estate,and to assess and fix
the cash value of all annuities and life estates growing out of said estate,hereby file the following appraisement:
In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after
the expiration of any estate for life or for years,the Commonwealth hereby expressly reserves the right to appraise and assess transfer
inheritance taxes at the lawful collateral rate on any such future interest.
:"1 VVI
JOINTLY HELD PROPERTY:
Description of Asset
I A.T A.ll PRA..TSEMENT
Unit
Values
$
Appraisement
Made for Inheritance
Tax Purposes
Dollar Savin~s Bank.Savings account in the
names of NATHAN W.HENNING IN TRUST FOR JAMES
\'1.HENNING,I(son).Balance as of date of death,
The tax has been naid on this account by
James W.Henning.
Total
7,520 88
7,520 88
...WASHINGTON...County
•....,:~.~,i-"__
,:-
,'".:
~":,I;~
~;
-.\~,
--,.'"~;.~.>
,
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
NATHAN W•.HENNING'
Deceased.
Late of
CHARLEROI
Date of Death,.M.~.r.~h...J>..L.!~.'7.)'..
Appraisemeilt Docket Vol.,3.8 ,..
Page,152~.6 ",..,,',..No.6.3.~.7Q~,2.5'O ..
Filed in Register's Office,..J.an......2.o..,...19..7.2.
Amount of tax due,$..
DEPARTMENT OF REVENUE
Received,
Exan:ined and Approved,.
Wrote abo.utAppraisement,
Appeal f1'om Appraisement,.
Entered and charged,..
-j,~'~:•.~~.....~.'•.,••...··r
!'
,"
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..•..,
'-:.-I
p-
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
Estate of HENNING.
(Last Name)
DATE OF DEATH---=3_--:..6_-..::....71,-,--_FILE No.63-70-250
SUMMARY
w.
(Initial)
NATHAN
(First Name)
."
,
RCC-39 (5-68)
REPORT OF INHERITANCE TAX APPRAISER
I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of Washington
Pennsylvania,do respectfully report that I have appraised the real and personal property as reported in the foregoing return at
the values set forth opposite each item in the last column to the right in SChC'A","B","C",and"
Dated:January 20,1972 ~~
INHERITANCE TAX APPRAISER
REPORT OF THE REGISTER OF WILLS
I,the undersigned duly elected Register of Wills in and for County,Pennsylvania,do respect-
fully report that I have allowed deductions in the amounts claimed by deponent,except as to those items where a greater or
lesser amount is set forth in the last column to the right in Schedule "F",which greater or lesser amount represents the sum
allowed as a deduction.
Dated:_
SUPPLEMENTAL APPRAISEMENJ.EGISTER OF WILLS
VALUE AS REAPPRAISED
$--------1--
7.520 ffS-
7.520 88
Non
7,520 88
7.520 88
7.520 88
None
7,520 88
VALUE AS REPORTED VALUE AS APPRAISED
$$
CLEAR VALUE OF ESTATE
INVENTORY
Real Property (Schedule A)
Personal Property (Schedule B)
Transfers (Schedule C)
Joint-Held Property (Schedule E)
TOTAL GROSS ASSETS
Less Debts and Deductions
(SCHEDULE F)
Valuation of life estates or
annuities.. . . . . . . . . . . . . . . . . .$t=
-
ESTATE TAX ASSESSMENTS $.
FOR USE OF REGISTER ONLY
Tax on $-----------i--
Tax on $----------+--0./
Tax on $---------l--I,,~~-Tax on $--+__10%
Tax on $15%
Exemptions *
Total Estate -l-__
TOTAL TAX
COMPUTATION OF TAX
$--------1--
$------~-
$--------1---
$--------1---
$--------1--
$1..--_
(*)As evidenced by Charitable
Exemption Certificates issued
by the Secretary of Revenue.
Less tax previously paid
BALANCE
Less 5%of tax if paid within
3 months after death :::::::::~t===
BALANCE OF INHERITANCE TAX DUE $L
Add interest at rate of 6%from
_____to $------
AMOUNT OF ESTATE TAX ASSESSED $1_
Estate tax paid $....JL-
BALANCE DUE $----~~
Add interest at rate of 6%from t=
-------lto-----$-------1.
TOTAL TAX BALANCE $--------4
PAID $~_....J
FOR USE OF REGISTER ONLY ADJUSTMENTS
NOTE:Where subsequent adjustments are made to the above computation of tax by the Register of Wills,for proper reason,
same should be noted below,with short explanation.
Will !...No.Administration
IN THE
Year .
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
NATHAN W.HENNING
Deceased
I,
Late of .
County of
CHARLEROI
lvASHINGTON
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
..
'"I.,
,
I--------~--,......-~------
r .j
ollars
2%Tax on $$
6%Tax on $34,234,,13 $2,050•.48
15%Tax on $,60.00 $9.00
%Tax on $$
Estate Tax,Act of
May 7,1927 $
TOTAL TAX CREDIT $,2..:...0_5_9_t_4_S__l'J
Less five percentum of tax if Prev .Pd.1.900.00
paid within three months afterBal.Due .i59.48
date of death $---------0
Plus interest at the rate of
__%from _
Name of Decedent __NAT...:_·.;;..;HAN;.;:.:.;;:':.;.·_'_i...:;.·.--=.:HE=~=NN=·..:;::l=)l1=·::;...·__----j
County __W_AS_HI..............._NG_T.......O_N_·----------1
FiIe No._6_3_·....._7_0_·....._2_5_0__Date of Death__3.;...··...._6.;....-_7,,-1.;...'----i
Date of Payment _....:J=-a=lt=..::ua.==...L.--=:...:..JI:......=1==9:..!1~2!:...·-I
RECEIVED ONE HUNDRED FIm ~'INE ..._--...-..._..._.........
LON NATIONAL BANK &TRUST COMPANY representing Pennsylvania Inheritance or
From:"TTY.,JOHN E.COSTEtto Estate Tax due from the following estate:
Address 418 WASHINGTON AVENUI
CHARLEROI ,PRNNSn,VANIA 15022
Remarks:
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NOTE:This Triplicate R~ceipt ta be retained lor aUdS6~'52..6
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to _$,----------1111
159.48
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FOUR HUNDRED TWENTY-EIGHT and 69/100
RECE!J'iihes W.Henning ..Paying On lad.Liab.
)fELLON NATIONAL BANK &TBBST COMPANY
40 SOUTH MAIN STREET
dollars
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Address ----:---l 2%Tax on $$----------lfii1I
451.25WASHINGTON;PENNSYLVANIA 15301 On Account
6%Tax on $$----------~1i
451'.25
428.69
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%Tax on $$---------lIIlI
Estate Tax,Act of
May 7,1927
15%Tax on $_
TOTAL AMOUNT PAID
TOTAL TAX CREDIT
Less five percentum of tax if
paid within three months after
date of death
Plus interest at the rate of
__%from _
to _
SEA L
63...70....250
NATHAN W.HENNING
Remarks:
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Name of Decedent ...,
liASUINGTON
April 23,1911
Date of Payment ---------'--------------1
County -----------------------f
File No.,,Date of Death -1
NOTE:This Triplicate Receipt to be retained lor audit purposes,
Received by /1-f
NOTE:In accepting the transfer inheritance tax an future estates,prior to the death of the life (Signature),
tenant or tenant for years,as evidenced by this receipt,it is understood that the Commonwealth sholl .) •.1
not be precluded or.prevented from hereafter assessing additional inheritance tax at the death of the :-'_';...-::-J..:.....:..t-=-::-,-,:,_:;-//.,....".,'":"/J..",-'...c.)_'...'J....,'=-,'-1------11lifetenantortenant'for years whenever it appears that such additional tax may be legally due and -'""(Title)"'"'
collectible for any reason whatsoever.I ,
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MELLON NATIONAL BANK AND TRUST COMPANY FE~AT..E:~J 1972NO.419411 TRUST DEPARTMENT
ACCOUNT NO.1n1_t;t;A AMOUNT
PER DECREE OF N.HENNING DTD.1-17-72 NO 63-70-250
IN THE COURT OF COMMON PLEAS OF WASHINGTON CO.PA.
ORPHAN'S COURT DIVISION
PRINCIPAL-PERSONALTY CASH
CLERK'S COSTS &RECEIPTS
-$46.00
"
NATHAN W.HEloJNING RJL
DETACH AND RETAIN THIS STATEMENT
IN~'FHE COURT OF COMMON PLEAS OF WASIDNGTON COUNTY,PENN\.
ORPHANS'COURT DIVISI ')N
THE HONORABLE P.VINCENT MARINO,Judge
of the said Court.
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ESTATE OF
IN RE:
NATHAN\:W.HENNING,
~an all§'geld incompetent.
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~BEFORE:,iVI~
a hearing in the matter of the Estate of Nathan W.Henning,an
alleged incompetent,wherein it is sought to have a guardian ap poin ed
for him.The Petitioners are James W.Her:ning,who is a son,anj
Wednesday,April 1,1970,at 1:39 o'clock P.M.,
EST.
JOHNE.COSTELLO,ESQ.,of Charleroi,Penn.,
representing the Petitioners.
If Your Honor please,this is the time fixed for
'vVTIME:
tiEAPPEARANCES:
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WHO is also,as is set out in the Pet ition,who is listed,and rrFrederick
E.Maxon,who is a stepson.Mr.Maxon is in Court.The said
Nathan W.Henning is a patient at the Waddington Nursing and
Convalescent Horne and his son,James,is also a patient there.
He is a young man who is a handicapped person.The Petition seeks
2
the appointment of the Mellon National Bank and Trust Company as
the guardian.The estate is,as nearly as we can deterrn me,a bank
account in the Charleroi Office of Mellon Bank of approximately
$12,000;real estate in the Charleroi Borough at &i,12Cl1 Fallowfield,
which we estimate to have a value of $8,000,and Corning Glass
$1.5,OOOCto $20,000 current value.
Company Stock which we are unsure of the current value,but we
would believe that it would be substantial,Your Honor,And .perha s
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·ii MR.COSTELLO:
Very well.Has service of notice been made?
Yes,service has been made on Mr.Henning
the"Clerk of this Cou rt.We have attached to the Petition the
himself,on his son,James,pnd on Mr.M~xon who is in Court
here at this time.I personally served James and his father,the
alleged incompetent,as is set out on the return to the Regwster and
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ul0:E Affidavit.of the owner and operator of the nursing home,'.Ithe
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II:physician,Dr.J.R.Connelly,and the bank has indicated itst:)ou willingness to serve,Your Honor.
~~THE COURT:All right.You may call your witnesses.II.o
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3
FREDERICK E.MAXON IS CALLED AND SWORN.
EXAMINATION BY MR.COSTELLO:
Q Would you tell the Court your name please?
A F!eederick E.Maxon.
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Mr.Maxon,are you one of the persons who signed the Petition
addressed to Your Honorable P.V.Marino,Judge of the Orphans I
Cou'irt Division of Was hi.ngton County,asking for appointment
of a gua rdian for Nathan Henning?
lam.
Where do you live,Mr.Maxon?
240 Pittsburgh Street,Uniontown.
What is your relationship to Mr.Henning?
Stepson.
Does he have any natural children?
One son.
What is his name ?
James.
Where is James at this stage,at this time?
Waddington Convalescent Home.
Is that also the nursing and convalescent home where the alleged
incom petent is?
A That's corieect.
Q Would you tell the Court rJiames I condition briefly so that he will
know wh!¥rfl.'ei'1~not here today?
A Jamefs is crippled from birth in such a way that he cannot walk and
it's very hard for him to even be placed in.an automobile.He cann t
care for himself in any way.His legs are deformed and also his
hanes.
Mr.Maxon,your stepfather,Nathan W.Henning,has resided
and 'does presentiliy.y reside in the Borough of Charlerelbiat !BID
Fallowfield·Avenue.
That is correct.
How long has he lived there.to the best of your knowladge?
Probably 1918.1919.
Is it your understanding that Dr.J.R.Connelly was the physician
who treated your fuRtepfather over many years?
For many years,yrs,sir.
Did we cause Dr.Connelly to examine and evaluate your father
for ti:J.is Court?
Yes,s sir.
Your father's physical condition is relatively stable and good at
the moment,is it not?
Physically.I would say yes.Except that he can~ot walk without su
Is it your opinion that because of his infirmities,the infirmities,.
really,of old age,that it is in his best interests to have a guardia
appointed;otherwise he's liable to become the victim of designing
persons?
A That's right.
4
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Q Do you believe it to be in his best interests that this be done?
'A 'Yes,'I do.
Q Do you know wheth~r or not arrangements have been maae and
the approval o!the Mellon National Bank and Trust Company s,ecurE d
to act as such guardian?
A My stepfather made that request him self on several occasions,but
himself
never proceeded to have it finalized.And he told me that,/that he
wanted that.
Q Over the c~rse of the last several years,have you and I,together
with officers of Mellon Bank,met on a number of occasions with
your stepfather on this same subject?
A Yes.
Q And this is how we came to choose Mellon as the guardian?
A That is correct.
Q Would you tell the Court the address of~the nurs ing hom e where YOt r .
stepfather is presently a patient?
A I don't know if it's the Post Office of Wickhaven or Fayette City,
but it's R.F.D.Fayette City on Route 20i~approximately three or
four miles from Fayette City.
Q And this is known as,the Waddington Nursing and Convalescent Horne?
A Yes.
Q Does Your Honor have any other questions which we should direct
to Mr.Maxon?
5
6
EXAMINATION BY THE COURT:
Q Mr.Maxon,you heard the attorney in his introductbny remarks
mention the approximate value of the personal property in the estat~.
Do you feel that that is correct?
A Yes.I would say that is very correct.
Q Does the alleged incompetent,Mr.Henning,own any real estate?
~z~A The home that he lived in;other than that,if he owned any,I
...I>-QlZ~don't know of it.
II.
ie MR.COSTELLO:That's set out,Your Honor,in the Petition that
C)zi:~he owns the real estate at 810 Fallowfield Avenue.We felt the value
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of $8,000 is a fair value to ascribe to it.One thing I might add,if
Your Honor pleas;,the current income for Mr.Henning is his
Social Security plus a pension from the Corning Glass Works where
he is a retired employee,so he does have current income.
May I mention that James also is a recipient of the Social Security
Do you know how much the penSimli~,Mr.Maxon?
I do not.
Can you tell us whether or not Mr.Henning was ever a member of
the Armed Services of the United States?
In so far as I know,he never was.
MR.COSTELLOP Our examination,Your Honor,indicates that he
was never a member of the Armed Forces.
Q And has a guardian of his estate ever heretofore been nam ed?
A No.Not named in so far as completion,but he did talk to the Melll:>n
-Bank,Mr.Farner,I believe,on several occasions.I think it was
four,.if I recollect right.
Q No proceeding was ever held in Court?
A No.
Q A nd do you favor the appointment of the bank as the guardian of
this estate?
A I would.
Q I believe that's all we have of this witness.
7
MR.COSTELLO:We would offer for your r~view'and approval the
Affidavits which are attached and the exhibifs which have been
furnished to the Clerk.
(At the direction of the Court,off-the-record discussion was not
recorded by the stenographer).
THE COURT:The Affidavit of Service on the alleged incorppete t
and the others as ![jequired by the Interlocutory 'Order of this Court
having complied with statutory requirements and with the rules of
this Court,the same is ordered filed and made part of this record.
MR.COSTELLO:With your permission,Your Honor;we will call
Dr.Connelly and we w ill arrange with your office a date.I can
assure him of about fifiteen minutes of his time over here or in that
neighborhood.
THE COURT:That will be sufficient.
(Proceedings Continued).\
---------------------------------
8
On Monday.April 20.1970.at 1:30 o'clock P.M.•t~e following occurred)
MR.COST ELLO:If Your Honor please.this is the time that
you have fixed to hear the testimony of Dr.J.R.Connelly
on the matter of the Petition for the appointment of a guardian for
Nathan W.Henning;an alleged incompetent.
DIRECT EXA MINA TION BY MR.COSTELLO:
May we have you r full na~,e pleas e.Doctor?
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You may call the doctor,
Fayette City.Pa.
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Where do you live.Doctor?
J,Hugh Rowan Connelly.i·
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DR.CONNELLY IS CALLEDAND SWORN.
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Where do you practice medicin-e?:
Eayette City.the adjacent area.including the Charleroi-Monessen
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Hospital.
Are you a member of the Charleroi-Monessen Hospital staff?
lam.
Q A re you licensed to practice medicine in Pennsylvania?
A I am.
Q Would you tell us please your college and'medical school degrees'
.
A I graduated from Penn State in 1933 with a Bachelor of Science
Degree;and fro~George Washington Medical School in 1942 with
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Q have you been consta.ntly engaged in the practice of medicine since
your graduation from medical school?
A I have.
Q During the course of your practice,have you come to know Nathan
W.Henning?
A I have ..
Q Did you treat Mr.Henning and/or cause an ~xaminationbf him to l'e
made by yourself?
A Yes.
Q Would you tell the Court your findings in general?
A Mr.Henning shows evidence of severe.advanced arreriosclerotilic,
diseas e involving the b~ain with epi:sX>des of,.confusion,disorientati n
and incompetence.
Q ·In your opinion,Doctor,is he suffering from such infirmities as
would reflect on his abilities to "manage his own property?
A He is not mentally competent to handle his .own"affairs,no .
Q At this date,where is Mr.HenIling?
A He is at the Waddington Nursing Home outside of Fayette City.
Q Doctor,do you also know his son,James'Henning,who is one of
the persons who joined in this petition?
A Yes,I do.
Q Would you tell the Court please what his condition is?
A Jerm!@Bis totally incapable physically of managing himself,due to
9
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severe deformity of all extremities.
Q And ,is he also a patient at that nursing home?
A He is also in the Waddington Nursing Home,yes.
Q Are you regularly available "for the care of Mr.Henning and his
son,Doctor?
A Yes.
Doctor?
Does the Court have any specific questions that he wants to ask of tne
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Dr.Connelly,is Mr.Henning ambulatory?,
Not by himself,no.He is not.He requires help to get out of bed,
into a c;::hair and he is i~competent at times.
How long haveyou been treating him?
it's
I have known Mr.Henning about 24 Jears.Although/just i'n the
last few years that he's shown progressive deterioration.
What is hi's approximate age?
He is,I think,86.
If Your Honor ~please,it is set out in the
petition that his exact age is 86.That is correct.
Q In a person of his age,Doctor,with the condition of arterioscleroE is
as you have testified to,what would theprognosis be?
A
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It would be a progressive deterioration process.
It it correct to say then.that we could hardly "expect any improveml nt
11
in this individual to the point where he would become com petent
to look after his own affcil.lTs ?
A No,sir.This would be not so.
Q Is it your opinion,Doctor,that if this individual were permitted
~ustodial care .
A Yes.
to handle his own bus iness and financial affairs that he could eas il
A Yes,sir.
I would offer,Your Honor,a copy of theMR.COSTELLO:
a guardian of his e state to look after his affairs?
·become the victim of designing individuals?
Citation which was issued indicating the date of the original hearin
with an Affidavit of Service on Nathan Henning,my affidavit,but it
Q I believe that's all the q~estioQ.s we have (0f Dr.Connelly.
Q So thatyou would feel presently that this individual would require
A No,sir.It's mOre a nursing care problem than anything 'else,
Q Your practice has been a genera~practice?
A q Yes,he could.
Q And is th:re any s pecific.treatment that'you.ar:e recommendi'mgnfpr
this individual,Do ctor?_
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was sel'V'ved person~1.1~upon him in the presence of his son and the
presence of the operator of the nursing home.
in evidence and made part of this record.
(Proceedings Closed).
THE COURT:The Affidavit of Service will be received
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