HomeMy WebLinkAboutOC1970-1026 - ESTATE OF WILLISTR-2 REV•.9·62
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IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA
ORPHANS'COURT DIVISION
ESTATE OF GLORIA JEAN WILLIS,NOW MCGHEE,A MINOR
FIRST AND FINAL ACCOUNT OF
PITTSBURGH NRTIONRL BRNK
GUARDIAN
No.80658-1
PITTSBURGH,PA.OCTOBER 14,1970
SUMMARY
SCHEDULE A,.
PRINCIPAL -PERSONALTY .
Receipts Page 2 $4,500.00
Amount transferred from
Income-Personalty 922.06 $t-5,422 06 t...
Disbursements Page 2 2,501 00 --
Balance ~2,921 06
SCHEDULE B
INCOME -PERSONALTY
Receipts Page 3 $980 91
Disbursements Page 3 $58.85 I...;.
Amount transferred to
Principal-Personalty 922.06 ~980 91 ~I
Balance 0 00
NET BALANCE $2,921 06
1
THE BALANCE CONSISTS OF THE FOLLOWING:I
PRINCIPAL -PERSONALTY
Savings Account
Dollar Savings Bank $2,400 00
Cash 521 06
$2,921 06
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GLORIA JEAN WILLIS,NOW McGHEE
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TR.2A REV.9-62
SCHEDULE A
PRINCIPAL -PERSONALTY
RECEIPTS
1965
$Sept.29 Inventory filed 4,500 00
I
Assets Purchased
1965
Oct.8 Deposit to savings account at Dollar Savin@
Bank $4,490 00
Cash disbursed to purchase above assets 4,490 00 0 00
Conversion of Assets without Gain or Loss
1968
Sept.24 Partial withdrawal savings account at
Dollar Savings Bank -9/24/68 to
10/1/70 $2,090.00
Reduction in carrying value 2,090.00 0 00
$4,500 00 ~Amount transferred from Income-Personalty 922 06
$5,422 06
DISBURSEMENTS I
Administrative Expenses
Clerk of Orphans'Court -
Filing guardian inventory -10/1/65 $3 00
1970
Oct.14 Clerk of Orphans'Court Division -
Filing this account 18 0014MoschettaandMoschetta-
Attorney's fee 160 0014PittsburghNationalBank-
Guardian's compensation 270 00 $451 00 l-
Distribution
Sanders Willis,Sr.-
Allowance for maintenance of child of
minor per order of court dated 9/5/68 -
9/11/68'to 9/28/70 $500 00
Gloria Jean Willis McGhee -
Allowance for purchase of furniture per ,-order of court dated 4/8/69 500 00
Gloria Jean Willis McGhee -
Account maintenance per order of court -
8/12/70 300 00
Gloria Jean Willis McGhee -
Advance distribution per order of court F-dated 9/23/70 -9/28/70 750 00 2.050 00
-2-$2,501 00 I~
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,GLORIA JEAN WILLIS,NOW McGHEE
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TR.2A REV.8-62
SCHEDULE B
INCOME -PERSONALTY
RECEIPTS
Interest -Savings Account
Dolla.r Savings Bank
To 9/23/70 ~980 91
I
DISBURSEMENTS
Guardian's compensation $58 85 "-
Amount transferred to Principal-Personalty 922 06
$980 91
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Form for Guardian or Trustee J
4444<
'rtitinn ~ur·1\ubit
3Jn Wl1r ®rpl1un!i·QInurt of lIunqingtnn Olounty
Estate of §l9..r..t.~.J..~.~.n..N.!.U.!.§..
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Date of trust
or guardianship ~.~.PJ.~.m!?~.!.l:'?..,J9.§2 ..
If there have been former accounts
filed in this estate,list:None filed
Filed at No..J.Q.?.2 of 19tL?.9
Fiduciary ~g.~.§.!?~!.gh ~.?!:.t?!}~.!~.~!}.~.
..GlJax.di.an .
Place of record
of appointment...N.Q 112 QJ 12.Q.5 Q..,C."..
Reason for filing this account....f..9..r.m.~.r....m;i..n9..r.!?~£~.m~~.L.Y..~.~E.§9J...~g~9.!}§~p..S.~!!!J?~.J;:?l~l~.?g ..
All persons having any interest,vested or contingent (including claimants),in the fund now before the Court,
with the nature of their interests are:
Gloria Jean Willis (now by marriage Gloria Willis McGhee)former minor -Entire Interest
All of said parties have received notice as required by the Court Rules except as follows:
No Exceptions
The fund now before the Court is subject to the following taxes:
None
Set forth any legal problems requiring adjudication by the Court or difficulties that must be met in distribution:
None
Balance for distribution per account,Principal $..~.~.9..n..:.9.§..
Additional debits not shown in account:
(Indicate whether income or principal)
Income $:::.7..7..7..:::::.:::::.::.::.::.::.
Income:
Interest to December 1,1970 on withdrawal of balance from
Savings Account at Dollar Savings Bank
Total additional debits
Additional credits not shown in account:
(Indicate whether income or principal)
Income:
Pittsburgh National Bank -Compensation
Mae Herceg -Notary Fee
Total additional credits
$60.00
$iO~.OO ..
$3.60
.75
$..~.,..3.5..
Balance for distribution Principal $..f 9..f.L..Q.§.
Income
Total
$??.:..§.?...
$..~.~.9..z.§..~.zJ ..
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If the balance for distribution is not in cash,list items held in kind with carrying value designated,and if this is
a distribution account,file elections to take in kind for all items so listed:
Balance for Distribution consists solely of Cash
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/1 Set ~orth accountan~s suggestion a~to manner ~nd form o~distribution to be ~·nade,aw~rds .to be.st~ted in pro-
.portIOns unless speCIfic amounts or Items are desIgnated by mstrument under whIch estate IS bemg dIstnbuted:
To Gloria Jean Willis (now by marriage Gloria Willis McGhee),former minor -
Entire Balance,after costs of audit of this accounting.
(See Stipulation of former minor attached hereto)
"
COUNTY OF WASHINGTON,
.COMMONWEALTH OF PENNSYLVANIA,
The above named Fiduciary or representative thereof,
being duly 5.»lQr.n doth depose and say that the
facts set forth in the foregoing petition are true to the
best of hJ.e knowledge and belief.•u •••••••••••••••••••••••••••••••••••••Assistant Vice President
....SRQrt\.to and subscribed before me
This /-&<.~_..day of...p..~.<::.~~.t?7.E 19l...?.0
S· f Off'~C7)/r--'..;">--.Ignature 0 Icer ~,/./.~~~,.....~_..---.--.""Title of Officer ~~!:~EY.~y..'?.H~~~.
MAE HERCEG .
Office expire~~9.~~.~.r.!!~!!~!..W.~~~!~~!?~~..~~~~~..~.
My Commission Expiml June 28,1971
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IN THE
ORPI-IANS'COURT
OF WASHINGTON COUNTY
FORM USED FOR GUARDIAN-INCOMPETENTS
-:"OR TRUSTEES
No 1Q.~.§of 19d..l.Q .
ESTATE of..G1Q.r.J~J.~.~n WJ...U..t.§.
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minor-w.~a.tan.t_Ufe.J:enall.t
..;r.,!..t.t..§.1?.1-!:.r..g,a NF.!.t..t.9..Ulil.l....B.ank .
Guardian
Counsel for the accountant shall submit herewith the
following,if pertinent:
1.Will or trust instrument-attested.
2.Inventory.
S.Signed elections of items to be taken in kind-
if distribution account.
4.Stipulation or certificate by minor approving
account.
5.Praecipe for those represented.
6.Brief-for any question of law raised.
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Counsel for accountant.
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Estate of )
)
GLORIA JEAN WILLIS,)
)
now by marriage,)
)
GLORIA WILLIS McGHEE,)
)
A Minor )
•
In the Court of Common Pleas of
Washington County,Pennsylvania
Orphans'Court Division
No.1026 of 1970
DECLARATION AND REQUEST
FOR CONFIRMATION OF ACCOUNT
I,the undersigned,GLORIA JEAN WILLIS,now by marriage,GLORIA
WILLIS McGHEE,do hereby certify that I was born September 21,1949,and
became twenty-one years of age September 21,1970;that I have examined the
account of Pittsburgh National Bank,my Guardian,and I am satisfied there-
with,and hereby request its confirmation by the Court.
I hereby further certify that I am a citizen of the United States
of America.
Witness my hand this __"~'::;L2__day Of~1e
Now by marriage:
,1970.
WITNESS:.
dL-'--adda ~f&
/GLORIA WILLIS McGHEE
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In tl1t <tram af <tromman 'traB af lIaB4iugtnu <trauuty.
'ruuBylnauia,®rpqans'<tram Ilinisinn
ESTATE OF
Gloria Jean Willis,
now McGhee,
e.~minor.
N 1026 of 1970o.__~--:.-:...-_
In the matter of the First and Final
Account of Pittsburgh National Bank
Guardian
ADJUDICATION AND-DECREE
And now December ,/!;-,19-JSl,this matter came on for hearing,
audit and distribution ait this session and testimony taken;and thereupon,upon due consideration
thereof the galance for distribution in the hands of the Accountant is determined to be
$2,97 .71 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 port hereof,unless exceptions hereto be filed
sec.reg.or an appeal be taken herefrom sec.leg.
SCHEDULE OF DISTRIB.UTION
Balance per account .,...-_
Additional debit asked at audit 60.00
$2,921.06
Additional credit asked at audit
Balancee-_
Deduct Clerk's Costs &Receipts _
Al'tomey M_O_s_c_h_e_t_t_a_&__M_os_c_h_e_t_t_.a I
Gloria Jean Willis,now Gloria Willis McGhee,
balance,
$2,981.06
bJ2
$2,976.'71
13.$0 .
$2,963.21~.22,;rn()
?Q./3.SO
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2963.21 .m.e.
No balance
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RECEIPT AND RELEASE
KNOW ALL MEN BY THESE PRESENTS,That I,Gloria Jean Willis,now
by marriage,Gloria Willis McGhee,having attained the age of twenty-one
years,do hereby acknowledge that I have this day received of and from
PITTSBURGH NATIONAL BANK,my guardian,duly appointed by the Orphans'
Court of Washington County,Pennsylvania,the sum of TWO THOUSAND NINE
IHUNDREDSIXTY-THREE and 21/100 ($2,963.21)DOLLARS,being the amount
awarded me at No.1026 of 1970 of the Court of Common Pleas of Washington
County,Pennsylvania,Orphans'Court Division,in full satisfaction and
payment of all claims which I have,or might have,against my said
guardian,and of all monies or property for which it may be accountable,
and I do,therefore,by these presents,remise,release,quit-claim,
and forever discharge the said PITTSBURGH NATIONAL BANK,and its successors,
of and from the said guardianship,and of and from all actions,suits,
payments,reckonings,claims,and demands whatsoever,for or by reason
thereof.
J
~.~~WITNESS WHEREOF,I have hereunto set my hand this
day of ~n.A!vt.!,A.D.,19 ,7(J •
~7;t""'"""·~=Gi""'O=R"""·7F'J::"EAN:=="W:=:-I-""t"""L~""'S""~""'~_.=-'__(SEAL)
Now by marriage:
L ),.!h14..i.7?lf JL.(SEAL)
?GLORIA WILLIS McGHEE
WITNESS:
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IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENN .
ORPHANS'COURT DIVISION
Willis,now McGhee,a minor.The Guardian is Pittsburgh Nationa
Bank and the attorneys are Moschet1a &Moschetta.
Moschetta?
ton,
Mr.Joseph
)
)
)
)No.1026 of 1970
)
)
)
)
)
Number 1026 of 1970,the estate of Gloriaia Jean
HEA RING ON AUDIT
MOSCHETTA &MOSCHETTA,ESQS.,of Washi
Pa~,repres enting the Accountant.
Tuesday,December 15,1970,at 10:00 o'clock
A.M.,EST.
THE HONORABLE P.VINCENT MARINO,Judge
of th-e said Court.
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ii APPEARANCES:
,.I<§
C:J"'l
:I:STIME:
ai0:~0:~THE COURT:
III0:
I-0::JoU
,.I<'uii:~
GLORIA JEAN WILLIS,
ESTATE OF
IN RE:
~now McGHEE,<.>~.•al a rrnnor.z .
ZIIIa.
ie"zx~BEFORE:
~,
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MR.MOSCHETTA:Glori~a Jean Willis,now Glorioo Jean McGhee
by marriage,became 21 years of age on [ffieptember 21,1970.
I have thf!Petition for Audit and attached thereto a Reques t for
Confirmation of Account properly signed.
\.
THE COURT:Are there any claims of any kind?
THE COURT:
minor's es tate?
THE COURT:
Court.
Is there anyone else in Court interested in this
(NO RESPONSE)
':!the audit of this account is ordered closed by the
(AUDIT CLOSED )
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