HomeMy WebLinkAboutOC1971-0099 - ESTATE OF TAYLOR•
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Form for Guardian or Trustee
Jrtitinn jur ~Ullit
1111 wl1r (@rpl1al1S·Olourt of lIa5111119tol1 OloUl1ty
Estate of...~.b.~.N 1'.,r..AXb.Qg..
For .
~-incompetent~
Date of~.Ma 5 19591il:X guardlanship Y."..
If there have been former accounts
filed in this estate,list:
None
Filed at No ?.9.of 19#,.1..1
Fiduciary .M~ll~m,..N~ti.Q.~.t ..J?.~nk ..iil-.mL::r..r.~~t
.................................~.!?!?}.p.~P.:y..'9.~E.9:~.~.~..
Place o~record No.133 of 1959ofappolntment...
Reason for filing this account.De.ple.ti.on o.f..a..c.c.o.UDt ..
All persons having any interest,vested or contingent (including claimants),in the fund now before the Court,
with the nature of their interests are:
Townsend Foster Home -Claimant (Per increased maintenance charges exceeding
authority for payment granted Guardian per Court Order of May 21,1970 -$450.00
for the period July 1,1970 through March 31,1971.)Guardian neither admits nor
denies this claim.
Alice'Eklund,Sister .
Henry Eklund,Brother
All of said parties have received notice as required by the Court Rules except as follows:
None
The fund now before the Court is subject to the following taxes:
None
Set forth any legal problems requiring adjudication by the Court or difficulties that must be met in distribution:
By Court Order dated May 21,1970,Your Court authorized Guardian to establish a
burial reserve agreement in accordance with Act of December 22,1965,P.L.1190
(50 P.S.3645).This agreement is carried in present l1>alances at no value.
Balance for distribution per account,Principal $I?.J.ll..§.~.
Additional debits not shown in account:
(Indicate whether income or principal)
See Schedule "AII attached
Additional credits not shown in account:
(Indicate whether income or principal)
-.
See Schedule "A"attached
Balance for distribution
')....
Principal
Income
Total
Income
Total additional debits
,~"':
Total additional credits
5U.53$;..
$!.Q.Q.!..:?1 ..
$g.J.?~Q.1 .
$0 .
$....2.~.~.~89............................................
,
,=::~.,',:.
$1.g.~9.1;..
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:
See Schedule ~IA'l attached.Balance for distribution
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$612.07
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Receipts and Disbursements since filing First and Final
Account through February 23,1971
Balance per account:
PRINCIPAL-PERSONALTY
Less:
Register of Wills of Washington County,Pa.,
Filing fee
Transfer to Income-Personalty for payments
INC OME -PERSONALT Y
Add:
Treasurer of the United States,Social Security benefits
for the month of January,1971
Transferred from Principal-Personalty for payments
Less:
Payments made to or for the benefit of Ward
per Orders of Court dated 6/18/59 and
5/21/70,as follows:
$28.00
214.29
0.00
112.60
214.29
326.89
140 -331 ..,~.
$753.82
242.29
511.53
Townsend Foster Home:
Reimbursement for medicines purchased
for Ellen Taylor 13.69
Maintenance for February,1971 170.00
Medicare supplementary insurance premium
for February,1971
Blue Cross of Western Pennsylvania,Special
65 Agreement
Mellon National Bank and Trust Company,
Accountant's compensation
Balance consists of the following:
PRINCIPAL-PERS ONALTY
183.69
5.30
30.60
6.76 226.35 100.54
$612.07
Mellon National Bank and Trust Company,
Burial Reserve Agreement for $600.
Cash on hand
Carried at No Value
511.53
SCHEDULE "A"
,..-'
INCOME -PERSONALTY
Cash on hand 100.54
$612.07
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Set -forth accountants suggestion as to manner and form of distribution to be made,awards to be stated in pro-
portions unless specific amounts or items are designated by instrument under which estate is being distributed:
Accountant respectfully requests your Honorable Court to award the balances as the
Court sees fit for the benefit of the ward.Guardian suggests that Mellon National Bank
and Trust Company be authorized to continue to hold said burial reserve agreement
funds in its Commercial Banking Department under the terms of said agreement.
Guardian requests discharge upon distribution of this account.
'.I~
COUNTY OF WASHINGTON,
COMMONWEALTH OF PENNSYLVANIA,
The above named Fiduciary or representative thereof,
being duly :?,.Yf.g.;:~doth depose and say that the
facts set forth in the foregoing petition are true to the
best of...it.s..knowledge and belief.
I..
And your petitioner will ever pray,etc.
Mellon National Bank and Trust Company,
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....§.:,yg!:to and.subscribed before me J3..Y.:/:;g)~:t.1/....tJ.z..'..
This.....I ...~.;.t4 :.~:..day t .....Mg,;r.~.b....7Ji~..19U..7~~._{/Trust Officer
Signature of Officer::..A~..L./r~.
Notary Public -Washington,
Title of Officer Wg;,$:hi.ng.tQP....c..Q.unty,,,l?a .
Office expires J.g,P.:y.9:.r.Y ?§.,J.9..'l..?.
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'rtUton §ur i\!tllU
IN THE
ORPI-IANS'COURT
OF WASHINGTON COUNTY
FORM USED FOR GUARDIAN-INCOMPETENTS
-OR TRUSTEES
No ~.~of 1911...7..1..
ESTATE OF ~.L.L.~N :r..:r..A..Y..L.QR ..
FOR ..
··~i~~o~pete~i:~·..
M.~.~.~Qg...N.~1iQ.g~1 ...~~.nk...~.P..d....:r..;r)J§.t.....
Company,Guardian
Counsel for the accountant shall submit herewith the
following,if pertinent:
1.Will or trust instrument-attested.
2.Inventory.
3.Signed elections of items to be taken in kind-
if distribution account.
4.Stipulation or certificate by minor approving
account.
5.Praecipe for those represented.
6.Brief-for any question of law raised.
James C.Bane....................................................................................................................................
Counsel for accountant.
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I.N TilE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA
ORPHA.f~CO /~71ION
NO.~iC:d==-~l-&~
EStATE OF ELLEN T.TAYLOR,INCOMPETENT
FIRST AND FINAL ACCOUNT OF
MELLON NATIONAL BANK AND TRUST COMPANY
GUARDIAN ,January 22,1971
s U M M A R Y
SCHEDULE "A"
PR INt:I.PAL-PERSONALTY
I{('C('(PtH Page 3 $11,525 29
IHsl.>ursCIlH.'nts Page 5 $1,884.87
Amount transferred to Jncome-
Personalty [or payments 8,886.60 10.771 47
.
Balance $753 82
SCHEDULE "B"
INCOME-PERSONALTY
Receipts Page 6 $15,041.11
Amount transferred from Principa1-
Personalty for payments 8,886.60 $23,927 71
Disbursements Page 8 23.927 71
Balance 000 00
NET BAIANCE $753 82
Balance consi.sts of the following:
PRINCIPAL-PERSONALTY
M1.scellancous:
Me:Ilon National Bank Llnd Trust Company Carried at
Burial Res ('rve Agreement for $600.No Valte
CaHh $753 82
$753 82
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SCHEDULE "A"
PRINCIPAL-PERSONALTY
1964
May
1961
Aug.
1963
May
12
17
Receipts
Inventory filed
Exchange of Assets
Received $1,000.United States of America
Treasury Notes,Series H-1962,dated 8/1/61,
3.25%,due 11/1/62 $995.94
in exchange for:
$1,000.Uni.ted States of America
Treasury Notes,Series A-1961,4%,
due 8(1/61 995.94
Rpcelved $4,000.United States of America
CertLficate of Lndebtedness B-1964,dated 5/15/63,
3.25%,due 5/15/64 $3,953.75
in exchange for:
$4,000.United States of America
Treasury Notes,Series B-1963,
4%,due 5/15/63 3,953.75
$000 00
000 00
$11,518 17
1962
Nov.
1968
Feb.
25 Received $4,000.United States of America
Treasury Bonds of 1968,dated 9/15/63,3.875%,
due 11/15/68 $3,953.75
in exchange for:
$4,000.United States of America
Certificate of Indebtedness B-1964,
dated 5/15/63,3.25%,due 5/15/64 3,953.75
Cain on Sale of Redemption of Assets
15 Proceeds redemption $1,000.United States of
America Treasury Notes,Series H-1962,
dated 8/1/61,3.25%,due 11/15/62 $1,000.00
Carrying value 995.94
15 Proceeds sale $4,000.United States of America
Treasury Bonds of 1968,dated 9/15/63,3.875%,
due 11/15/68 at 98.92025 $3,956.81
Carrying value 3,953.75
000 00
$4 06
3 06
000 00
7 12
1963
Ih'c.
\961.
July
190'i
Dt·(·•
27
21
Conversion of Assets Without Gain or Loss
Proceeds sale $1,000.Commercial Credit Company
Demand Note at 100.$1,000.00
Carrying value 1,000.00
Procl'cds sale $1,000.Commercial Credit Company
J)t'Ill11IHJ Not('at 100.$1,000.00
Cany I.n~value 1.000.00
I'l'oe('t'ds sa I.£'$3,<JOO.Commercial Credlt Company
[)clllll\lll NOtl'at 100.$3,900.00
CurTyin~valup 3,900.00
F 0 ){W f\I{D
- 2 -
$000 00
000 00
000 00
$000 00 $11,525 29
-3 -
1971
Jan.19
BROUGHT FORWARD
Withdrawal of $600.Deposited in Mellon Bank
Savings Account $6bo.00
Carrying value 600.00
$000 00
000 00
$11,525 29
000 00
'1970
JIInt'
Miscellaneous
JO Melloo Natlonal Bank and Trust Company:
Bur Ia1 l{c:H'rve A~reement in amount of $600.
Carried at
No Book v a1ut
4 $3,900.Comnercial Credit Company
Demand Note at 100.
19 $1,400.lkposite<il at Interest in Mellon Bank
{
1.0 $2,000.Deposited at Interest in Mellon Bank
1959
Aug.
1963
May
1964
Jan.
1965
May
]966
Jun.
Dec.
1967
Jan.
196B
:3
J
15
2
19
21
Purchase of Asscts
$2,000.Unitcd States of America Treasury Notes,
Serics A-1961,4%,due 8/1/61 at 99.59375
$4,000.United States of America Treasury Notes,
Series B~L963,4%,due 5/15/63 at 98.84375
$4,000.United States of America Treasury Notes,
Series A-1964,4.75%,due 5/15/64 at 100.50
$1,000.Commercial Credit Company
Demand Note at 100.
$1,000.Commerica1 Credit Company
Demand Note at 100.
$900.Commt'reial Credit Company
Demand Note at 100.
$3,000.COlluuercial Credit Company
Demand Note at 100.
$1,991 88
3,953 75
4,020 00
1,000 00
1,000 00
900 00
3,000 00
3,900 Op
1,400 00
2,000 00
1.969
Nov.
15 $4,000.United States of America Treasury Notes,
~-1975,dated 2/15/68,5.75%,due 2/5/75'
at 100.0705
:3 $3,(lOO.CouUlwrC'i.lll Credit Company
Dellland Notl'at '100.
4,002 81
3,000 00
1970
Oct.
:w
$200.J)t'(lll:d tl·'d lit Intt'rcst in Mcllon Bank
$100.\)l'pllslted In Mt'lloo Hllnk Savings Account
$800.lleJ!lll.;(tl'd In Mld 1on Hunk Sav lngs Account
Gilsh l'x\wndl'd In purchase of assets and
tempol-ary dcpos its
- 3 -
200 00
100 00
800 00
$31,268 44
31 268 44 000 00
$11,525 29
SCHEDULE "A"
PRINCIPAL-PERSONALTY
Disb,ursements
Administrative I~xpen:-ws
Clerk of Orphans'Court of Washington
Court cos ts,as fol.]OW!;:
5/11/)9 Olle Guardian Certificate
6/23/59 FLLing costs
7/22/59 One Cuardian Certificate
5/13/64 FI.1i.ng Inventory
5/1/67 Copy of Delayed
Birth Certificate
5/22/70 Costs re Petition and Order
298 00
1970
May
1971
Jan.
'/..2
22 James C.
5/26/59
6/29/59
5/22/70
1/22/71
Bane,Esquire:
Attorney's fee and Costs re
Appointment of Guardian
Fees re Preparation of
Petition for maintenance
Legal services rendered
Termi.natlon fee
County,Pa.:
$.50
3.50
1.00
3.00
1.00
3.50
$188.00
25.00
35.00
50.00
$12 50
22 Mel Ion National Bank,and Trust Company:
Compensation as Guardlan 675 00 $985 50
19M Loss on l~xchangc of Assets
~Iay 18 Received $4,000~United States of America
Treasury Notes,Series E-1965,dated 5/15/64,4%,
due 11/15/65 $4,005.63
Cash 5.00
$4,010.63
in exchange for:
$4,000.United States of America
Treasury Notes,Series A-1964,
4.75";',due 5/15/64 4,020.00 9 37
1960 Loss on Sale or Redemption of Assets
Apr.19 Proceeds sale $1,000.United States of America
Treasury Notes,Series A-1961,4'70,due 8/1/61
at 99.5625 $995.63
Carrying value 995.94 $31
1965
May :W Proc(\cds sale $4,000.United States of America
Treasury Notes,Series E-1965,dated 5/15/64,4%,
due 11/15/65 at 99.78125 $3,991.25
Carrylng value 4,005.63 14 38
19(1)
Oct.3(l Procel~ds saLe $4,000.United States of America
Treasury Notes A-1975,dated 2/15/68,5.75%,
due 2/15/75 at 93.18750 $3,727.~0
Carrylng value '4,002.81 275 31 290 00
FOHWARD $1,284 87
1970
Junt'
..
BROUCHT FORWARD
Distribution
Payment made for the benefit of the Ward per
Order of Court dated May 21,1970,as follows:
)Mel"on National Hank and Trust Company:
Burial Reserve Fund [or funeral expenses of
Elll.'n T.Taylor
Amount transferred to Income-Personalty
for payments
- 5 -
$1,284 87
600 00
$1,884 87
8 886 60
$10,771 47
$48.57
_----::60.00
197'1
Jan.
SCHEDULE liB II
INCOME-PERSONALTY
Receipts
4 Tr~asurer of the United States:
Social Security benefits during the period
4/1/59 through 12/~1/70
Interest-Bonds
United States of America Treasury Notes,
SerLes A-1961,4%,due 8/1/61
$2,000.2/1/60 to 4/14/60
1,000.2/1/60 to 8/1/61
United States of Amer.l.ca Treasury Notes,
Series 8-1963,4%,due 5/15/63
$4,000.11/15/59 to 5/15/63
United States of America Treasury Notes,
Series H-1962,3.25%,due 11/15/62
$1,000.11/15/61 to 11/15/62
United States of America Treasury Certificate of
Indebtedness,B-1964,3.25%,due 5/15/64
$4,000.Paid 9/25/63
United States of America Treasury Notes,
Series A-1964,4.75%,due 5/15/64
$4,000.11/15/59 to 5/15/64
United States of America Treasury Notes,
Series E of 1965,4%,due 11/15/65
$4,000.11/15/64 to 5/19/65
United States of America Treasury Bonds of 1968,
3.875%,due 11/15/68
$4,000.5/15/64 to 2/15/68
Un.it~d States of America Treasury Notes,A-1975,
5.75%,due 2/15/75
$4,000.8/15/68 to 10/30/69
Interest-Demand Note
Commercial Credit Company Demand Note
Interest collected during the period
12/15/62 dlrough 10/5/70
Intcrest-T(,lllporary Deposits
Depos I tNI at Lnterest in Mellon Bank
Intprl'st cnl1ectl'd duri.ng the period
12/19/66 through 6/2/70
Me 11011 B/ll1k Sav Lngs Aceount
Intl'n'/-lt col Lected during thl'perLod
2./20/70 through \1/9/71
Amount trans [cr.rN\from Pr.l.nc:l.pa1-Personalty
[or paynwnts
- 6 -
$108 57
659 44
41 86
69 45
915 92
161 74
684 87
392 50
$202 74
13 69
$11,274 40
3,034 35
515 93
216 43
$15,041 11
8 886 60
$23,927 71
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SCHEDULE "B"INCOME-P~~lALTY
Disbursements
1964
Jan.
1970
Apr.
197L
Jan.
2
23
22
Administrative Expenses
Accrued i.nterest paid on purchase of assets
Treasurer,WashIngton County,Pa.:
1970 Personal Property Tax
Mellon National Bank and Trust Company:
Compensation as Guardian
$78 24
11 40
902 47 $992 11
1962
Aug.
1969
Oct.
1970
May
Distributions
Payments made to or for the benefit of Ward
per Orders of Court dated 6/18/59 and 5/21/70,
as fo11o\\7s:
13 Torrance State Hospital Patient's Fund:
Allowance for new glasses
L6.Torrance State Hospital:
Payment for exam and glasses
12 ConulIonw('ul th of Pennsylvania,Torrance State
HospItal:Payments for maintenance and care
dur I.ng the period 3/15/60 through 5/12/70
$55 80
65 00
20,674 80
June
12
16
Townsend Convalescent Home:
Care,llla.l.ntenance and incidental expenses for
March and April,1970
Benjamin Super,M.D.:
Professional services rendered·
400 00
7 00
July 16 Washington Hospital:Emergency room treatment 10 00
Sept.
1971
Jan.
29
5
Virginia Townsend:
Reimbursement for the following:
9/24/70 Dr.Robert Fugio1etti $10.00
9/29/70 Drugs 6.40
9/29/70 Washington Hospital for test __...:1:.;0;'::'..:;5..;;..0
Vi.rglnia Townsend:Room,board and incidental
expenses during the period
June,1970 through January,197.1
26 90
1,400 85
John Townsend:
ReImbursement for the follo~ing:
12/14/70 Herd Drug Store
R.J.Fagioletti,M.D.
1/6/71 Dr.Grossman
FOR WAR D
-7 -
$9.75
6.00
8.00 23 75 22 664 10
$23,656 21
,.
BROUGHT FORWARD $23,65621
Payments made to or for the benefit of the
Ward,as follows:
David Beveridge,M.D.:'
Professional services rendered
Paul E.Naylon,D.D.S.:
Professional services'rendered
Elenetta Ueach1ey Noble,M.D.:
Professional services rendered
Medicare Supplementary Insurance:
Premium payments from 8/14/70 to 1/1/71
271 50450
10 00
10 20
20 00
31 80
$25 00
170 00
Medicine purchasedTownsendFosterHome:
Washington County Institution District:
Transporting Ward to Torrance State Hospital
Blue Cross of Western Pennsylvania:
Blue Cross and Blue Shield premium plus
65 Special Coverage
1959
May 26
26
196"1
Sept.14
1961.
May 28
1970
Sept.15
1971
Jan.8
13
$23,927 71
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COMMONWEALTH OF PENNSYLVANIA )
SS
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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 believes.
~tdw:~rust Officer
Sworn to and subscribed
before me this 27th day
of Jannary A.D.1971
....~~
,Notary Public
Washington,Washington
County,Pennsylvania
My Commission Expires REQUEST FOR DISTRIBUTIONJanuary28,1971
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,
--~--~-T-=-='....--~-
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IN THE COURT OF COMMON PLEAS OF WASHINGTON
COUNTY,PENNSYLVANIA
ORPHANS'COURT DIVISION
o/'c1L /'7/
NO.113 6~g9 8 8
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ESTATE OF
ELLEN T.TAYLOR,INCOMPETENT
FIRST AND FINAL ACCOUNT OF
MELLON NATIONAL BANK AND TRUST COMPANY
GUARDIAN
BALANCE DUE -$753.82
JAMES C.BANE,
Attorney-at-law
Washington Trust Building
Washington,Pennsylvania 15301
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~~~/leo;ster of Wi/!"
~',,'(~.....:~;.'iiye:;..->}&·u!.j1ntp,
,do certi;"'t,:that I u(weqi!.!en !Gt!({!r;oti('-<J to all J,UJ:',-;:I.~,'conc~rnedoj the PIIng of Ole ,'fpithin (J(;{;Ci!llt i?j ,4/ifJ mrwner p;',.'c
scribed by 8ta-lli'iE Wi:!Ru!e of CI);.a7.as t:uidf:nfXJd by l;rooj~:
thereof iiJca to i'{o.bE -7/-/
a~"1~88 my/I hand and offivial seal this.l~_rJa~'
Df.......:rr.~........19 7.L.
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1"f»nfirmailon,
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STATE OF PENNSYLVANIA,I.ss:
COUNTY OF WASHINGTON,
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'./,,>:Personally'appe~d before me the undersigned authority ChArles·W~.CalDpbeU•.TrUlt,.j
;;~._OfflC:cr McUQD..Nltl.Q.Ml..~.~~~~.."P:!!..1::~~~.~~.~1.::..-.
-'Ellen T..Taylor•.an Incompetent'. .:guardian of .the estate of __...~.
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:..',.__,who being duly SWOnI,deposes and says that the following is a true and COtTeC~Inventory and State-
ment ~f the personal and real l?roperty which are of the estate of the above named ma.x incompetent .
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.'~.~worn and subscribed before me thiS)
..lZ-th day oL .M.a.~,19.b4 .
·__J,.aJ_...JD.sepb.iJ:1e...M.....D'011g1a a \
.Clerk of Orphans'Court.
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Dollars Conts ,
vI.v 26..'IQI:.t»-A '1 811.378 Registered Ellen Taylor or Henry !,
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\.._....;":a.rn t\J!llf'4'''''1lO1 Bank of Chicallo..withdrawal of entire
balance..8Z3 38 -
.Tul"20••195Cl Merchanta National Bank..'Withdrawal of balance in aavinga I
account'lZ6.236 10.69.19 II,
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~It cash In /bank,give name or same.\-11.510 17t0...-~~----r-'~J"'~"",,,,;.:.'••
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ESTATE OF No.99 of 1971
En en T.Taylor,In the matter of the First and Final
an'~incompetent Account of }Iell on Na t;ona J Bank and
T:t"lst Company,G\1BPdien
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---I--~+-..--vr--r---+-~
SCHEDULE OF DISTRIBUTION
ADJUDICATION AND DECREE
And now March 17 ,19l1-,this matter came on for hearing,
audit and distribution at this session and testimony taken;and thereupon,upon due consideration
thereof the balance for distribution in the hands of the Accountant is determined to be
$612.07 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.
Balance per account _$753.82
Additional debit asked at audit
Additional credit asked at audit
BaJance,_
326.89
lJ.68.64
1,080.71
$612 07
Deduct Clerk's Costs &Receipts _
AMorney ~JUo:aliAlmA:le:.Dls~C;.ll........B~elo6onw.e'___
Mellon National bank and Trust Company,Burial
Reserve Agreement for $600.00 and carried at
11.00
--..."6011f 07f~30~)77/
'f&./I.~()nO k~.~..0.00
601.07
Townsends Foster Home,claimant,450.00
Ellen T.Taylor,balance,as her nes~s may appear,151.07
No balance
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MELLON NATIONAL BANK AND TRUST COMPANY
WASHINGTON OFFICE SOUTH MAIN STREET AND CHERRY AVENUE
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WASHINGTON,PENNSYLVANIA
January 28,1971
Mr.Henry Eklund
41 Fairmount Avenue
Chatham,New Jersey 07928
Dear Mr.Eklund:
Ellen T.Taylor -Account No.140..331
As guardian of the above account we yesterday filed our first and final ac-
count in the Register of Wills Office,Court House,Washington,Pennsylvania.
This account has been assigned No.99 of 1971 and will be called for audit
sometime during the week beginning Monday,March 15,1971.You may be
p,e.sent or represented by counsel if you so desire.
The filing of this account was necessitated by a conversation between
Attorney James Bane and Judge Marino regarding the shrinkage and continu-
ing expenses of MloS.Taylor.The account presently holds approximately
$700.00 with additional income being Social Security payments on a monthly
basis.Expenses of the foster home have increased as well as medical and
incidental expenses.At the audit of the account we will suggest to the Court
that the balance in the account be awarded as it may see fit,keeping,in .
addition to the aforementioned $700.00,a reserve of $600.00 for burial
expenses for Mrs.Taylor.In addition,we will ask the Court for our dis-
charge as guardian and confirmation of both Mr.Bane's fee and ours.
If you have any questions,please feel free to contact me.
V cry truly yours,
#~at£t-#'
George F.Partridge,Jr.
Assistant Trust Officer
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MELLON NATIONAL BANK AND TRUST COMPANY
Dear Miss Eklund:
WASHINGTON,PENNSYLVANIA
Ellen T.Taylor -Account No.140 -331
SOUTH MAIN STREET AND CHERRY AVENUEWASHINGTONOFFICE
..
January 28,1971
Miss Alice Eklund
830 Allison Avenue
Washington,Pennsylvania 15301
·1I\'
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As guardian of the above account we yesterday filed our first and final
account in the Register of Wills Office,Court House,Washington,
Pennsylvania.This account has been assigned No.99 of 1971 and will
be called for audit sometime during the week beginning Monday,
March 15,1971.You may be present or represented by counsel if you
so desire.
.I
I
'4
•
The filing of this account was necessitated by a conversation between
Attorney James Bane and Judge Marino regarding the shrinkage and
continuing expenses of Mrs.Taylor.The account presently holds approxi-
mately $700.00 with additional income being Social Security payments on
a monthly basis.Expenses of the foster home have increased as well as
medical and incidental expenses.At the audit of the account we will
suggest to the Court that the balance in the account be awarded as it may
see fit,keeping,in addition to the aforementioned $700.00,a reserve of
$600.00 for burial expenses for Mrs.Taylor.In addition,we will ask
the Court for our discharge as guardian and confirmation of both Mr.
Bane1s fee and ours•
If you have any questions,please feel free to contact me.
Very truly yours,
.~~
George F.Partridge,Jr.,
Assistant Trust Officer
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MELLON NATIONAL BANK AND TRUST COMPANY
Washington Office 40 South trD.in 3'~:'eet
Washin~t Pennsylvania 15301
January 28,1971
Townsend F08ter Home
lOS Locuat Avenue
Wa.hingten,Pennsylvania 15301
Gentlemen:
Ellen T.
filed our
Office,
bi8 account
~w""'-'l be caUed for
ing Monday,
represented
1"'that allY claiIns which
the Court for deter:.nina-
Very truly yours,
h;l?--41~
George F.Partridge,Jr.
Assistant Trust Officer
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STATIMINI J'!
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DATE CHARGES AND CREDITS BALANCE
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Your Check Is Your Receipt
WILSON JONES COMPANY·':f.'\glSl·PRINTED IN U.I,A.
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WILSON JONES COMPANY'e ID61'PRINTED IN U,S./\
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IN THE MATTER OF THE ESTATE OF l
ELLEN T.TAYLOR,Incompetent r IN THE ORPHANS'COURT IN AND FOR WASHINGTON''COUNTY,PENNA.
""NO.99 of 1971
KNOW ALL MEN BY THESE PRESENTS.THAT.I,John Townsend.for the Townsend Foster Horne
DO HEREBY ACKNOWLEDGE TO HAVE RECEIVED FROM MELLON NATIONAL BANK AND TRUST COMPANY·~'I-.jG......1Ul",aL..Lr:.ld.J..Lj",aLnU,__,..._
OF THE ESTATE OF ELLEN T.TAYLOR.Incompetent.~THESUM OF
Four Hundred Fifty and No/100---------------------------~$450.00 )DOLLARS
IN FULL OF THE AMOUNT AWARDED ME UNDER THE DECREE OF THE ORPHANS'COURT OF WASHINGTON COUNTY,PENNSYLVANIA MADE
AT NO,99 of 1971
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WITNESS MY HAND AND SEAL THIS DAY OF 19~.
Townsend Foster Horne
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WITNESS
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NO.99 of 1971
ORPHANS'COURT
,.,
~ESTATE OF
ELLEN T.TAYLOR.l
Incompetent
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Mellon National Bank and
Trust Company,Guardian
FILED ,I 19__
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IN THE MATTER OF THE ESTATE OF l
ELLEN T •TAYLOR,Incmnpetent f
IN THE ORPHANS'COURT IN AND FOR WASHINGTON COUNTY.PENNA.
NO.99 of 19 71
KNOW ALL..M EN BY THESE PRESENTS.THAT_---=IL•---=E:=.:1~1~e~n~....:T~.____"T!o..:a~yL!1"-!o.!..r~.----------------
DO HEREBY ACKNOWLEDGE TO HAVE RECEIVED FROM MELLON NATIONAL BANK AND TRUST COMPANY~,~G".....ll...a.......r-d......j...a.......n.L--'---------
OF THE ESTATE OF ELLEN T.TAYLOR,Incompetent,~THESUM OF
One Hundred Fifty-One and 07/100--------------..~$15].07 )DOLLARS
IN FULL OF THE AMOUNT AWARDED ME UNDER THE DECREE OF THE ORPHANS'COURT OF WASHINGTON COUNTY.PENNSYLVANIA MADE
AT NO.99 of 1971
WITNESS MY HAND AND SEAL THIS DAY OF 19~.
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E'tU..Lh-<-vr r ~~WITNESS---.:=--------------=-.:..--------;r--7.f-----
W.IUZ
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NO.99.of 1971
ORPHANS'COURT
.ESTATE OF
ELLEN'T.TAYLOR,
..Incompetent
DOCKET PAGE._
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Ellen T.Tayl~
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Trust Company,Guardian
FILED 0 ~J'/'
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)IN THE COU RT OF COMMON PLEAS OF WASHINGTON COUNTY,PENN.t1.
ORPHANS I COURT DIVISIOO
r.r-he·Guardian is Mellonn National Bank and Trust Company and
the attorney is James C.Bane .
MR.BANE:
IN RE:
ESTATE OF
ELLEN T.TAYLOR,
~an incon:petent.
~IIZ
ZIIIII.
i~Cli BEFORE:
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E APPEARANCES:
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::l~TIME:..
viII:~~THE COURT:II.IIIII:
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)No.99 of 1971
)
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)
HEA RING ON AUDIT
THE HONORABLE P.VINCENT MARINO,Judgp
of the said Court.
JAMES C.BA NE,ESQ.,of Washington,Penna.,
representing the accountant .
Tuesday,March 16,1971,at 10:00 o'clock A.M.,
EST.
Number 99 of 1971,the estate of Ellen T.Taylch.',
Mr.Bane?
If the Court please,I have all the necessary
p?opers in this estate,which were handed to me this morning by
Mr.Arlie Ott,the Trust Officer of the bank.The bank is asking
that the sum of '$600.00 be reawarded to the banl<as a burial
fund,pursuant to an order of this Court abo ut a year or so ago,
I don't have it-~h,yes,May 21,1970,in which the Court directEd
,--1I -l.t..u.hat thp Qlll"Y'l of !l:\nOO 00 hF'SF't aside as a burial fund.
~-----------
2
THE COURT:That is in accordance with the Act of Assembly{
I
MR.BANE:Yes.Mrs.Taylor is another one of those who s ~ent
considerable time in Torrance and she has been put in the Townsend
Foster Home.I don It know just when.I believe in July of last yea .
VIRGINIA TOWNSEND:April 8.1970.
MR.BANE:April 8.1970.I understand that Mrs.Townsend
No other claims that we know of.Other than the
~z~or a representative is here and would wish to be heard.
..I>-1II~THE COURT:Mr.Bane,are there any other claims in this
IIIII.
ie estate?
Clz~MR.BANE:
0(
~
one of the Townsend Foster Home .
a
Anddeaskepresentative of the home desire to be
..:uitI-~THE COURT:
..I0(~
Q
:J.,heard at this time?
See.iJopened my home for like a boarding hOUSE:z:~MRS.TOWNSEND:~
iii~for the aged.l-ll:o~THE COURT:What is your name?
t:Jo MRS.TOWNSEND:Virginia Townsend.We run under the Townsendu
..I0(~Foster Home.So we got connected with all hospitals,and especia ly
ILo
the mental hospitals.The people up in their 70's or 80's that
aren't wanted at home that could be in a home environment.
they are well enough to be out of the institution.So we take Ellen
Taylor on $125.00 to begin with.We found out she had several
problems and she wanted to stay.Her estate with the bank.I
told her would raise.We called the Social Workers from the
3
,
state hospital and they said they could get the raise for her.All
bank customers pay $200.00 a month;that's room and board.And
then the ones on Social Security,we take them for their Social
Security and the ones on the Welfare,the Welfare.We have 20
at the hous e.Here is her back board and room and references fro n
all other banks that we deal with.
problem.Now they say she is incom petent.But she is able to
be out.I have 20 patients down there from all hos pitals.I have
had no trouble with room and board from any of them but this banl
to the Mental Health and Judge SweeHs wife is head of that,his
around,taking care of herself.She goes out everyday and she is 0
Social Security check.Ellen is able to be out and around.She gOE s
first wife,that is,every Friday night.She is capable of getting
wrote them letters;I have came to the bank.And they didn't give
I
me any sufficient answer.So/j:ust billed them.They get her
c(~THE COURT:What is your claim now against this estate?
>-l>-~MRS.TOWNSEND:I have a back board bill,I have asked them several
zIIIlL
i times.I don't blame the bank because they claim they tried to
~ClZx contact me by phone.I donIt do business by phone.But I have
III~
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here.
THE COURT:I unde rstand.Now am I correct in reading here
that your claim is $450.00?
MRS.TOWNSEND:As of now.
THE COURT:All right.Is there anyone els e in Court at this
time interested in this incompetent's estate?
(NO RESPONSE)
4
THE COURT:
the Court.
The audit of this account is ordered closed by
( AUDIT CLOSED)
aiII:
\!!f 1 hereby certify that the proceeding-and evidence are
IIIII:~contained fully and accurately in &he note.taken by DIe on the ileariag of
::loU~the above cause.and that lbi.copy 18 aorrect tran8cri pt of the .arne.~·.Uf~;~~jk~;L
The foregoing record o:.Je proceedl~upon ttle l'learlnjL
of the above cause 18 hereby approved and directed to be filed.