HomeMy WebLinkAboutOC1971-0087 - ESTATE OF KEENANJ
Form for Guardian or Trustee
'rtition ~ur 1\Ullit
lin Wl1r ®rpl1uns~QInnrt of lIusqingtnn (lInnnty
Estate of J.~.t.t.Y.:b~.~K~~.B9:n...
Jfetr/·..···· · ·..· · ·..···..· · · · .
Date of t~st.April 29,1963orguardIanshIp .
If there have been former accounts
filed in this estate,list:None filed
Filed at No ~.7.of 19fi.n
Fiduciary ~.~E..~.~~~ESi~~.~.~.~.~E.~.!~.~.~~..
.........................,{?~~*.gj,~n ..
Place o~record No.142 of 1963 D.C.of appolntment...
Reason for filing this account.:!.~EEY.~.~.~~~.~.~~~~.!;.~.~~~~.!.Y..!;.~E~£E ~g,~£~~~ES~:?l J.?.?.J .
All persons having any interest,vested or contingent (including claimants),in the fund now before the Court,
with the nature of their interests are:
Jerry Lee Keenan,former minor -Entire Interest
All of said parties have received notice as required by the Court Rules exce'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 $l ..JW.Q..\.Q.J .
Additional debits not shown in account:
(Indicate whether income or principal)
Income
...;-~.
Total additional debits
$§.~.z.~.§.9..
...
$.Nane .
Additional credits not shown in account:
(Indicate whether income or principal)
Norma Jean Pees -Notary Fee to this Petition
Total additional credits
$.75
$II.l.J ..
Balance for distribution Principal $..l.l.~Q?..~.~~..
Income $§}Z.~.~2 ..
Total!$..z.J.!i!i.1 .5..7...
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
.......,".
'T....,
L.......'_~~H______I
Estate of
Jerry Lee Keenan
A Minor
)
)
)
)
In the Court of Common Pleas of
Washington County,Pennsylvania
Orphans'Court Division
No.87 of 1971
,
DECLARATION AND REQUEST
FOR CONFIRMATION OF ACCOUNT
I,the undersigned,Jerry Lee Keenan,do hereby certify that I
was born March 5,1950,and became twenty-one years of age March 5,1971;
that I have examined the account of Pittsburgh National Bank,my guardian,
and I am satisfied therewith,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 _~/....,5....~day Of.~~J{
1971.
Je~Lee Keenan
Witness:
.,/Set forth accountants suggestion as to manner and form of distribution to be made,awards to be stated in pro-,
portions unless specific amounts or items are designated by instrument under which estate is being distributed:t·
To Jerry Lee Keenan,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 .s:w.o.t"n doth depose and say that the
facts set forth in the foregoing petition are true to the
best of...his knowledge and belief.
...........S:w.o.r.n........:to and subscribed before me
~ss
And your petitioner will ever pray,etc.
"As's'i's't'a'nt "Vi'c'e'''Pres ident·........····........·..·..
This a..~day of ~(,;;c l glJ...Z.1
Signature of Officer2t.~p,~..:£~
Title of Officer liIo.tar.y.P.ub.lis;..
~m~~JlI'.JFI\N prES
Off' .C'Ice expIres tjlJtlllY..I'ui~:;.".:.ll!iii)'i':::.i::::l •..W.O!lhj!lP.l:rm l!lf .
My Corr.m:s,,:ol::'xi::;';;r;J~ember 29,1974
:a..,I~
I
~
:~~
....
'rtitinu ~ur i\u~it
IN THE
ORPI-IANS'COURT
OF WASHINGTON COUNTY
FORM USED FOR GUARDIAN-INCOMPETENTS
-OR TRUSTEES
No .JH of 19tLZ,!...
ESTATE OF .JeI:J:y.Lee Ke.enan ..
.,,)'/1 ..
....................................................................................................................................minor-i=:lml~=-=lstc;teR~-
........~.~.~.~..~.~~!..~?~.~~.~.?.~~.~~.~.~.~.
...........G.~.~:;-.4J9.:p.:.
Counsel for the accountant shall submit herewith the
following,if pertinent:
1.Will or trust instrument-attested.
2.Inventory.
3.Signed elections of items to be taken in kind-
if distribution account.
4.Stipulation or certificate by minor approving
account.
5.Praecipe for those represented.
6.Brief-for any question of law raised.
Wray G.Zeit III....................· · ··C~~~~~i·..f;;..·~~~;~t;;:;;t:..·..
~2
"tld "'OD UD1~NJHSY/A'
Sl1l1-A .:30 lf31St~3U
{HlilJVH'jlZiSSfJif
(j 5 6 l!~U1 HVU I L....
10:)-1/.:1
\\\\\tllllrt/ff .
.,,\•.",-"F/....,...',.~\';\~.v A,:/'-;.
.;"j ~7";·~I';<~.,.,••••0·;;.
_(',...)•,r.'0'·~"';",:':,'"\ 1'.-?-;.~('\):..\l "•".:;.,,~:~-;;:-/~I/o ~."...,-'\:-~;.'.t ".J \ \')'\)..".~......'....,'~":,7"~v --
.~I'J'1,'1 '
'"'I'.•
"
J I
.,------------------------------------------
J
In t4t <!tnun nf <!tnmmnn 'itaB nf lIu.a4iugtnn <!toonty.
Jrnn.aylttnnin.®rp4ans·<!tnun l1itti.ainn
ESTATE OF No.----'8!o!..7~o'*f--l....:L974_1ol...-----
,Terry Lee Keenan,In the matter of the First and Final
8 minop Account of Pittsburgh National Bank
GI::lBPElian
ADJUDICATION AND DECREE
And now M8PCQ (1 ,19--+1-,this matter came on for hearing,
audit and distribution at this session and testimony taken;and thereupon,upon due consideration
thereof the balance for distribution in rthe hands of the Accountant is determin'ed to be
$2,11'13.57 and the account is accordingly confirmed;and it is ordered,
adjudgea and decreed that the said balance be paid out by the Accountant in accordance with the
schedule of distribution hereto attached and made a part hereof,unless exceptions hereto be filed
sec.reg.or an appeal be taken herefrom sec.leg.
ce
7
SCHEDULE OF DISTRIBUTION
Balance per account $a,~.3
!?n.e.,L.;>''7-/
dd.itional credit asked at audit ill13-Pe<-~~~~
Balance $2.443.2
Deduct Clerk's Costs &Receipts 13.50
2,430.0
Attorney Wrs ¥G.ZeJ t TTT
erry Lee Keenan,balance,including cash,2430.07
No ba1an
I
J
A
~
0....~
ty I
::J
~.
9 ~
~
C
':T
t1)a-CD
i~t
0
3
+=\t
...0 0
~
....fi..."'
~~
St
0...
=
...
':TCD
~
&
~~~~
.,.,p.•""./J <~,1'::_~r):
,.;-"'"""''''
'-'.,
f
;.
,,,'.'-",'
RECEIPT AND RELEASE
KNOW ALL MEN BY THESE PRESENTS,That I,Jerry Lee Keenan,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 FOUR HUNDRED THIRTY and 07/100 ($2,430.07)DOLLARS,
being the amount awarded me at No.87 of 1971 of the Court of Common Pleas
of Washington County,Pennsylvania,Orphans'Court Division,in full
IsatisfactionandpaymentofallclaimswhichIhave,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.
day of
IN WITNESS WHEREOF,I have hereunto set my hand this
2nJ ,A.D.,1971.
WITNESS:
),
,.
c"Vd "00 NOJ~)NIHSV/,\
·Slll,1;i..:1/)ll2:1Slv3:.J
ON j\I \::-;':1;Sn~
oI (I'~l.d 6c JNW IL
t 11.:",;..1hI'....l ,•.
.,
.---.'-.~,..
,'.
I
.'IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNA.
ORPHANS'COURT DIVISION
IN RE:
J
ESTATE OF
JERRY LEE KEENAN,
a minor.
BEFORE:
APPEARANCES:
TIME:
THE COURT:
No.87 of 1971
HEARING ON AUDIT
THE HONORABLE P.VINCENT MARINO,Judg b
of the said Court.
WRAY G.ZELT,III,ESQ..,of Washington,
Pa.,representing the Accountant.
Wednesday,March 17,1971,at 10:00 o'clock
A.M.,EST.
And the next audit,Number 87 of 1971,of
Jerry Lee Keenan,in which the Pittsburgh National Bank is also
the guardian,we are informed he has arrived of age.Is there
anyone else in Court in terested in this minor's estate?
(NO RESPONSE)
THE COURT:The audit of both of these accounts is ordered
closed by the Cou rt.
(AUDIT CLOSED)
The fore~oing record of the proceedings upon th~hearing of tile
1 hereby certify that the proceedings and l:videnc€;:are contained:!:z0(>oJ~ully and accurately in the notes tah.en by me on the hearing of the above
zz
III~cauBt:.and that this copy is a correct transcript of toe same.
zeI!lzXen0(~
.,:u
itl-ll)
C
oJ0(
§
C::l.,
~III
iii~above cause is ubrdJ)'atJproved and directed to L1I,;fileu.
II:oCI.IIIII:
l-ll:
::loU
oJ ~0(u~!<..C'-~
J.
TR-2 REV..8-62
,.
IN THE COURT 0F COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA
ORPHANS I COURT DIVISION
ESTATE OF JERRY LEE KEENAN,A MINOR
FIRST AND FINAL ACCOUNT OF
PITTSBURGH NRTIONRL BRNI-<
GUARDIAN
NO.80572-1
PITTSBURGH,PA.JANUARY 19,1971
-
SUMMARY
SCHEDULE A
PRINCIPAL -PERSONALTY
Receipts Page 2 $3,277 75
Disbursements Page 3 $1,304.12Amounttransferredto
Income-Personalty 167.00 1.471 12
Balance $1,806 63 ,j
SCHEDULE B
INCOME -PERSONALTY
Receipts Page 4 $890.88Amounttransferredfrom
Principal-Personalty 167.00 $1,057 88
Disbursements Page 4 420 19
Balance 6'=\7 69
NET BALANCE $2,444132
b
THE BALANCE CONSISTS OF THE FOLLOWING:
PRINCIPAL -PERSONALTY
Cash $1,806 63
INCOME -PERSONALTY
Cash 637 69
$2,444 32
.
-----
·..
JERRY LEE KEENAN
T".2A "EV.8-82 ISCHEDULEA
PRINCIPAL -PERSONALTY
RECEIPTS
1963
May 8 Inventory filed $3,277 75
Assets Acquired
1963May 22 Deposit to savings account at Dollar Sav-
.ingsBank $3,275 00
Cash disbursed to acquire above assets 3.275 00 0 00
Conversion of Assets without Gain or Loss
Proceeds withdrawals in full from savings
account at Dollar Savings Bank
12/5/63 $75.008/17/64 75.007/13/65 858.00
6/13/69 75.00
9/14/69 92.00 I12//70 2,100.00
$3,275.00
I
Carrying value 3,275.00 0 100
$3,277 75
-2-
I
'.
.....~..
I
JERRY LEE KEENAN
TR.2A REV....2
IDISBURSEMENTS
Administrative Expenses
1963
May 9 Josephine M.Douglas,Clerk of Orphans'
Court -
Petition for appointment of guardian and
filing guardian inventory $2 50
1965
JUly 6 Wray G.ZeIt,III -
Cost for filing deed and stamps $1.54
Professional services in re
obligations of Harriett N.
Keenan 18.75 20 29
1971
Jan.19 Clerk of Orphans'Court Division -
Filing this account 19 00
19 Wray G.ZeIt,III -
Attorney's fee 75 00
19 Pittsburgh National Bank -
Guardian's compensation 200 00 $316 79
Distribution'
Payments on behalf of Jerry Lee Keenan,a
minor-I
Harriett N.Keenan -
Allowance for clothing -9/16/63 and I
8/13/64 $150 00 I
Pittsburgh National Bank -
Share of balance due on Consumers Loan of
Harriett N.Keenan,per order of court
7/1/65 27.40
Share of payment of mortgage of
Harriett N.Keenan and cost
incident to foreclosure pro-
ceedings -7/7/65 519.96 547 36
Beneficfal Consumer Discount Co.-
Share of payment of account jUdgement
against Harriet N.Keenan,per order of
court 7/1/65 .289 97 987 33
$1,304 12
Amount transferred to Income-Personalty for
Idistribution16700
$1,471 12
I
-3-II
TR.2A REV.e-e2
JERRY LEE KEENAN
SCHEDULE B
INCOME -PERSONALTY
RECEIPTS
Interest -Savings Account
Dollar Savings Bank
12/1/64 to 12/1/70
Amount transferred from Principal-
Personalty for distribution
$
$
890 88
16 00
1,057 88
RO:cm
DISBURSEMENTS
Guardian's compensationmo.$53 45
Distribution
Payments on behalf of Jerry Lee Keenan,a
minor -
Harriett N.Keenan -
Allowance for maintenance,clothing and
dental expenses -10/20/64 and 12/15/64 $100 00
Charlotte A.Wallace,Tax Collector -
Share of 1965-70 street lighting and road
taxes -7/8/65 and 7/8/70 24 94Shareof1465-70 McGuffey School District
tax -8/165 to 8/24/70 128 10Shareof1965-70 Washington County real
41estatetax-7/8/65 to 8/26/70 43NationwideMutualFireInsuranceCo.-
Share of fire and pUblic liability insu-
rance premiums -8/4/66 to 9/4/69 20 93DavidG.Funka Insurance Agency -
Share of premium,additional liability
insurance -11/3/65 0 62
Langtree Roofing -
Share of repairs to roof spouting and
gutters -9/10/69 0 2
$420 19
-4-
---------------------------------------------,
COr.-IMONWEALTH OF PENNSYLVANIA
COUNTY OF WASHINGTON SS
CRAS.E.ENLOW"Assj.stant Vice President of Pittsburgh
Nati~nal.Bank,the within named accountant,.r8ing duly sworn according to law;·.Q
deposes and says that the foregoing account as stated is true and correct as he
verily believes.
Sworn~a~!sUbscrib~dbefore me )
this,~day of -='''Y'kU W
1971 \8'
/)(rC\)f)
i,)\tW~M,J IJ.a J\.(')\..c--
Register
PITTSBURGH NATIONAL BANK
By~'''::/::;"'/~...."-
Assistant Vice President
WASHINGTON COUNTY:SS
witne~han]and officlal seal this
day of 0A..c "'-=,1971
'-"
~llll4JQQQ 1RClJ)~AY".~.Register of Wills
,-.
~d
(n
.oz
.'..
----c__
~
--------
~tt :t4~Qtuurt uf Qtummuu Jl~a.a uf lJas4iugtnu Qtuuuty
®rp4aus'Qtuurt minisiuu
In the mllitter of the Audit of Account in
J
E~a~~Jerry Lee Keenan
TO THE AUDITING JUDGE:
No.87 of 1971
Enter m-""'y~,appearance for__P-=i=-t=-t..::..:::s..:..:b~u=-r~g.:..:h=--=N..:...a:::.t-=i:..:o:..:n.:..:a=l--=B~a:.:.::n:..:..k~,_G=--u=a:.::r:..:d:..:i::..a=n__
~----'Io:.l.!d....'ti-"19....1.1..
N.B.-Counsel shall,by separate paper,present a concise statement of each
claim,with supporting calculation of any interest claimed.Objections
to an account as filed,shall be concisely stated in a separate paper.
Council suggesting proper distribution shall file a separate concise state-
ment in that regard.
-'-'
l>.cD~l=l.......O':::+'+'....~-F I L E <I:0 D~cD ~+'tjtil+'~rnr:<l $+'7 r1AR I ;j t1.S $+
+'l--<Nl=l -t::l 0 ~0t)~~t):J RU SEl L hARI 0<Q....~~,EG'::'Tf.1 Of VII LS0
+'r.A~H INC rON;;~co..PA.::l<$+
cD ...........
l=l ~
I-<tj
~~0z