HomeMy WebLinkAboutOC1971-0573 - ESTATE OF MCROBERTS---~------------;:------
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STATE OF PENNSYLVANIA, ~
SS:
COUNTY OF WASHINGTON,
~3_7/_573
Personally appeared before me the undersigned authority
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guardian of the estate of...G.~.~.9..~ .... J~9..~J.§.§ .. J1g.RQP..~~.t~ .. , ...... g.D ..... ~.IJ:g.QW.P.!?..t.§.D:.t... ........................................................
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~i{ , 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 m:ixor Incompetent
PITTSBURGH NATIONAL BANK
Sworn and subscribed before me this ) .I.'.~ .. : .. ~g®fa~r ·--~---·······19./f. '/J? . I .......................................................................... ~ .......
Clerk of Orphans' Court.
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Dollars Cents
Pittsburah National Bank Charleroi Office
~rlvinrrR Ar.r.nnnt-. :ll:Ol-00?11fiR 8 230 62 J
Check ina Account #3-941930 1,373 92
Checkinq Account #4-350374 26 20
Pittsburqh National Bank. Washinqton Office I
Savinqs Account #83-2076949 7,383 63
Mellon National Bank & Trust Comoanv
Sr!'\Ti nrrR Ar.r.nnnt-:!l:?.oq-1o-qR7[) I 4 27C 99
. Savinqs Account #179-30-1282 53 69
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First Federal Savings & Loan Association I
Savinqs Account #22193 II 9,092 '49
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Milk Inc. I
Balance due Raymond McRoberts as a member of Dairymen'
Co-Operative Sales Association 12 52
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Proceeds sale 1969 Chevrolet I 1,750 00
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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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.~'/ No ............................................................................... , 19 ........... .
In Re Estate
of
GUARDIAN'S
INVENTORY AND
STATEMENT
Fee $ ................................... .
Minors.
Filed ........................................................................ , 19 ........... .
Attorney.
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STATE OF PENNSYLVANIA, (
COUNTY OF WASHINGTON, ~· SS:
Personally appeared before me the undersigned authority
guardian of the estate of. ................................... Gr.a.ce .... Lo.ui.s.e .... McRober.ts ................................................................................... .
mmor , 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 •
Clerk of Orphans' Court.
Dollars
u. s. Savinqs Bonds Series "E" as follows:
$25. issued 1/1/44 46 63
$25. issued 11/1/44 44 62
$25 issned 1/1 I 4S 45 03
$25. issued 5/1/45 43 92
$25. issued 5/1/46 42 91 .
One sealed envelope said to contain jewelry belonging
to Grace McRoberts I 1 00
..
One se,qled env~l one s,qi_d to ~ont,q'in :-1ewelrv 1 00
Cash reserved from attorney Howard s. Carson 110 00
I 32,52S 17
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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.
Cents
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/' / , 1/ No ...................... ~!..?. ............................................... , 19 ..... 7..1
In Re Estate
of
Grace Louise McRoberts
An Incompetent
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INVENTORY: A~iD
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Fee $ ............. .
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Minors.
Filed ...................... !. )--'Y-Jf ~ ................................................ , 19 ........... .
'1 Howard F. Carson~ .
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Charleroi, ~2~5022 . Attorney.
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IN THE COURT
OF WASHINGTON COUNTY, PENNA.
ORPHANS' COURT DIVIS ION
NO.
INRE: ESTATE OF
GRACE LOUISE McROBERT
an alleged incompeten ..,,.
PETITION FOR APPOINTMENT
OF GUARDIAN
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IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA.
ORPHANS' COURT DIVISION
IN RE: ESTATE OF GRACE LOUISE )
McROBERTS,
) No.
an alleged incompetent.
)
PETITION FOR APPOINTMENT OF GUARDIAN
TO THE HONORABLE P,.V. MARINO,
PRESIDENT JUDGE OF SAID DIVISION:
The Petition o£ Howard F. Carson respectfully represents:
1. That petitioner was the Attorney £or the alleged
incompetent in her fiduciary capacity as Administratrix o£ the
Estate o£ J. Raymond McRoberts, deceased; that he is also the
Attorney £or the alleged incompetent in her individual capacity;
that he is a member o£ the Bar o£ this Court; and that he re-
sides at 405 Lookout Avenue, Charleroi, Washington County,
Pennsylvania.
2. That as an o££icer o£ this Court your petitioner
believes it to be his duty and obligation to bring the matters
hereinafter set forth to the attention o£ the Court.
3. That the said Grace Louise McRoberts is 43 years o£
agve having been born February 11, 1928, and she is presently
an inmate at the Mayview State Hospital, Allegheny County,
Pennsylvania, having been confined there on April 11, 1971,
as the result o£ an emergency action by the Mental Health
Authorities o£ Wasnington County, Pennsylvania.
4. That the said Grace Louise McRoberts was formally
Committed on April 29, 1971, £or inpatient care at said Mayview
State Hospital, £or an indefinite period, by Richard DiSalle,
a Judge o£ this Court. Said committment proceeding was had
pursuant to the provisions o£ Section 406 o£ the Mental Health
and Mental Retardation Act o£ 1966.
5. That the said Grace Louise McRoberts, because o£ her
mental disablities which are characterized by bizarre behav-
iors, paranoid idiations and delusions, all o£ which is sub-
stantiated by the Affidavit o£ her physician, which is attached
hereto, made a part hereof, and marked Exhibit "A", is unable
to manage her property, and is liable to dissipate it or become
a victim o£ designing persons.
6. That the estate o£ said Grace Louise McRoberts, so
£ar as your petitioner knows, is as follows:
a. Savings Account #209-30-9875.01 in the
Washington O££ice o£ Mellon National Bank
and Trust Company, entitled Raymond
McRoberts or Grace Louise McRoberts,
said account having a present balance o£ $4177.01
plus accrued interest £rom May 19,1971.
b. Savings Account #179-30-1282.01, in
the Charleroi O££ice o£ Mellon National
Bank and Trust Company,~ntitled Grace
Louise McRoberts, having a balance o£ $ 52.51
plus accrued interest £rom May 19, 1971.
c. Savings Account #22193 in the First Fed-
eral Savings & Loan Association o£
Washington, Pa.,entitled Grace Louise
McRoberts, having a balance o£ $8869.37
plus accrued interest £rom May 19, 1971
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d. Savings Account #83-2076949 _in the
Washington O££ice o£ Pittsburgh National
Bank, entitled Raymond McRoberts or
Miss Grace Louise McRoberts, having
a present balance o£ $7221.16
plus accrued interest £rom May 14,1971.
e. Savings Account #01-0023368, in the
Charleroi O££ice o£ the Pittsburgh
National Bank, entitled Raymond McRoberts
or Grace Louise McRoberts, having a
present balance o£ $8049.51
plus accrued interest £rom May 14, 1971.
£. Checking account No. 4 350 374,
entitled Grace Louise McRoberts, Ad-
mrx. o£ Estate o£ J. Raymond McRoberts,
Deceased -balance
g. 1969 Chevrolet Coupe
h. Cash
i. The alleged incompetent has other items
of personal belongings, household
furniture, etc., but the extent and
value o£ her said personalty is unknown
to petitioner.
27.82
$1600.00
70.00
Total known personalyy $30,067.38
7. That the proposed guardian is Pittsburgh National
Bank; said proposed guardian is not related to the alleged
incompetent and has no financial interest in nor any claim
against the Estate o£ the alleged incompetent. The willingness
of the proposed guardian to accept the appointment is indicated
by the attached Acceptance by Corporate Guardian.
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8. No other Court has ever assumed jurisdiction in any
proceeding to determine the competency o£ the said Grace Louise
McRoberts, and the alleged incompetent has no guardian o£ her
estate or person.
WHEREFORE, your petitioner respectfully prays your Hon-
orable Court to adjudicate and find that Grace Louise McRoberts
is an incompetent, and to appoint the Pittsburgh National Bank,
as Guardian o£ her Estate.
And your petitioner will ever pray, etc.
COMMONWEALTH OF PENNSYLVANIA )
COUNTY OF WASHINGTON
ss:
)
Howard F. Carson
I Before me, the undersigned authority, a Notary Public in and
£or the aforesaid Commonwealth and County, personally appeared
Howard F. Carson, who, being first duly sworn according to law,
deposes and says that the averments contained in the foregoing
petition are true and correct.
Howard F. Carson
Sworn and subscribed before me this ~<~day o£ ~un~,l97l.
'-CVRA ALLISON NOTARY l'UB' JC
JfyCommission Expires Feb. 23.1975
,Charleroi, Pa. Washmgton County
-4-
Notary Public
AFFIDAVIT OF TREATING PHYSICIAN
COMMONWEALTH OF PENNSYLVANIA)
SS:
COUNTY OF ALLEGHENY )
Before me, the undersigned authority in and for said County
and Commonwealth, personally appeared F. A. PARSONS, a legally
licensed physician in the Commonwealth of Pennsylvania, who,
being duly sworn according to law, deposes and says that he is
well acquainted with Grace Louise McRoberts; that he is familiar
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with her history after consulting with her cousin, Thelma Myers, J
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and her friend and former landlandy, Dorothy Sutch, having
learned thereby of her bizarre behavior, such as having lived
in her automobile for several weeks prior to her confinement
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and of her constantly complaining of neighbors spying on her and!
attempting to steal her money; that based upon this history and
his examination of her, he finds a paranoid ideation of being
persecuted by relatives and neighbors with insight and judgment
generally impaired, that her contact with reality is dependent
on paranoid thinking, and that she is extremely evasive and
guarded; that his diagnosis is that Grace Louise McRoberts 1s
mentally ill, th~t she is not physically or mentally able to
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come to Court to attend any incompetency hearing, that she might1
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suffer a relapse in her rehabilitation prossess, that she would I
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not comprehend such proceeding, and that no benefits or improve-
ments in her condition will be forthcoming in the near future.
Dr.
Sworn to and subscribed before
me this / ,.a;b day of June, 1971.
EXHIBIT "A"
----------------------------------------,-------,
,. . ... ·-' .
ACCEPTANCE BY CORPORATE
GUARDIAN
Pittsburgh National Bank agrees to accept the appointment
as Guardian of the Estate of Grace Louise McRoberts.
That the said Pittsburgh National Bank is not the fid-
uciary of an estate in which the incompetent, Grace Louise Me-
Roberts, has an interest, nor the surety of such a fiduciary,
and has no interest adverse to that of said incompetent.
PITTSBURGH NATIONAL BANK
B '----y ____ .~~~~~--~~~--~~~------1 Trust· Officer '
3Jn W~t Olnurt nf Olnmmnn Jlraa nf lltiaa~itmtnn <l!nunty, Jrnuayluania
®rp4aun' Qtnurt 1iliuinintt
IN'· RE: ( (
• ESTATE OF ) )
GRACE LOU~SE M~ROJip;RT~ (() or itatinu I NO. 573 of 1971
an alleged incompetent. ) )
Qtnmtttnuwtaltlr nf J.runnyluauin
Qtnuuty of lnanijingtnu
To: GRACE LOUISE McROBERTS,
an alleged Incompetent.
nn:
Sur Petition of:. HOWARD F. CARSON,
~rrrtiug:
1lt!Jt QtoutUtUtt~ inu, __ _,.._GR._._.A..._.C...,.,E~LO""'-'U"""I"-"'S'-=E"-'. Mo=c=R=-=0-=BER==T=--:::S'------
that, laying aside all business and excuses whatsoever, you do file in the office
of the Clerk of our Orphans' Court of \Vashington County, a full and com-
plete answer, under oath, to each and every of the averments of the said
petition, on or before_---¥lM.aonfH:l,daC:~.y¥----• the ~2thday of __ -=-J~ly
19--1)._, at lO:oo o'clock---A_. M., and show cause why the said
Grace I.md se McRoberts should not be adjudged an incompet.ent and
a guardian of her estate appointed;
and further abide the order of our said Court m 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 7th day of June , 19 71 .
~?-n~
Clerk of the Orphans' Court
Howard F. Carson Esq --==~~~~==~~------.
Attorney for Petitioner. 212 Fourth St.,
(Seal)
Charleroi, Penna., 15022.
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HFC/ma 1 - 3 pc 5/19/71
IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
IN RE: ESTATE OF
GRACE LOUISE McROBERTS, NO.
an alleged incompetent )
0 R D E R AND D E C R E E
fixed for this Petition; and it is directed that
twenty (20) days' written notice thereof be
McRoberts, by personal service of a copy of
Citation of Court.
given to Grace Louis~
the Petition and j
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IN THE COURT OF COMMON PLEAS
OF WASHINGTON COUNTY, PENNA.
ORPHANS' COURT DIVISION
NO. 573 o£ 1971
IN RE:
ESTATE OF
GRACE LOUISE McROBERTS,
an alleged incompetent.
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D E C R E E
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HFC/llr l-3cc 7 /2{71
IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA
ORPHANS' COURT-DIVISION
IN RE:
ESTATE OF
GRACE LOUISE McROBERTS,
an alleged incompetent.
)
)
)
)
)
)
)
No. 573 of 1971
D E C R E E
. '
I&, AND NOW, July ~ 1971, upon consideration of the
annexed Petition and after hearing held following due notice,
it is ORDERED AND DECREED that
Grace Louise McRoberts is adjudged an incompetent.
Pittsburgh National Bank is appointed Guardian of
the Estate of GRACE LOUISE McROBERTS, an incompetent.
The said Guardian is directed to file an Inventory 1n
accordance with the provisions of Section 402 of the Incompetents•
Estates Act of 1955, as amended.
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IN THE COURT OF COMMON PLEAS
OF WASHINGTON COUNTY, PENNA.
ORPHANS' COURT DIVISION
No. 573 o£ 1971
IN RE: ESTATE OF
GRACE LOUISE
McROBERTS,
an incompetent.
ORDER AND DECREE
ALLOWANCE
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ISC 15022 tJ
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· HFG/lz 6/1/76
IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
IN RE: ESTATE OF
GRACE LOUISE McROBERTS,
an incompetent.
)
)
) No. 573 of 1971
)
)
PETITION FOR ALLOWANCE
TO THE HONORABLE PAUL A. SIMMONS,
PRESIDING JUDGE OF SAID DIVISION:
The petition of Pittsburgh National Bank, Guardian of the
Estate of Grace Louise McRoberts, an incompetent, respectfully
states:
1. Your petitioner was appointed Guardian of the Estate
of Grace Louise McRoberts, an incompetent, by Decree of this Court,
dated July 12, 1971.
2. As of the preparation of this petition your petitioner
has these funds of the incompetent in its guardian's account:
Cash $ 909.87
Investments (carrying value) $32,430.13
Invested Income $ 1,293.87
3. The ·incompetent was formerly an inmate at Mayview State
Hospital, but on April 1, 1976 began a thirty day trial home visit!
I in a boarding home operated by Mrs. Frances Bercosky, located at
Marianna, Pennsylvania.
4. The trial visit was successful and on April 30, 1976,
the incompetent was discharged by Mayview State Hospital and she
was placed under the supervision of the Washington County Mental
Health Program through the Centerville ~linic.
5. The Department of Public Welfare arranged for Mrs.
Bercosky to charge $250.00 per month for the incompetent's care,
beginning on June 1, 1976.
6. Your petitioner believes that it will be necessary for
the incompetent to remain at the Bercosky home for sometime,
therefore your petitioner requests authorization to pay the sum
of $250.00 on a monthly basis for future maintenance costs withouti
I
being required to secure such authorization on a monthly basis.
7. The incompetent has requested the allowance of $10.00
per month for her personal needs, and her Caseworker at Mayview
recommended that the request be granted. Such small allowance
has the dual purpose of therapy for the incompetent and as a
testing device to determine her ability to begin managing her own
affairs. In light of the foregoing your petitioner believes that
it is advisable to secure authorization to pay said $10.00 on a
monthly basis beginning effective on June 1, 1976.
WHEREFORE, your petitioner prays this Court for authorization:
(a) to pay Frances Bercosky the sum of $250.00 per month for
the care and maintenance of the incompetent beginning on!
June 1, 1976, with such authorization to remain in effect
until further order of Court;
(b) to pay Grace Louise McRoberts, the incompetent, the sum
of $10.00 per month for her personal needs beginning on
June 1, 1976, with such authorization to remain in
effect ~ntil further order of Court; and
(c) to pay reasonable coun~el fees the preparation and
presentation of this petition, for the payment or
reimbursement of the costs of this petition, all as
authorized by the provisions of Section 5536 of the
Probate, Estates and Fiduciaries Code.
PITTSBURGH NATIONAL BANK
Trust Officer
COMMONWEALTH OF PENNSYLVANIA )
COUNTY OF ALLEGHENY )
ss:
Before me, the undersigned authority, personally appeared
Dorothy B. Stuedler, Trust O££icer o£ Pittsburgh National Bank,
who, being duly sworn according to law, deposes and says that the
statements contained in the foregoing Petition £or Allowancce are
true and correct to the best o£ her information, knowledge and
belie£.
Sworn to and subscribed
me this 7--/i.
'\ I \J ,{.A,u__
before
day o£
/ 1976.
ic
tEORGIA POURNARAS, Notary Public
Pittsburgh, Allegheny County, Pennsylvania
My Commission Expires March 5, l9J~
~ Dor~ tue<rrer
Trust O££icer
-.
IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
IN RE: ESTATE OF
GRACE LOUISE McROBERTS,
)
)
)
)
) an incompetent.
ORDER AND DECREE
No. 573 o£ 1971
1l
AND NOW, this ;If?--day o£ June, 1976, upon consideration
o£ the within petition, it is ORDERED and DECREED that the
Pittsburgh National Bank, Guardian o£ the Estate o£ Grace Louise
McRoberts, an incompetent shall:
(a) pay the sum o£ $250.00 per month to Frances Bercosky £or
the care and maintenance'o£ the incompetent beginning on
June 1, 1976, and to continue paying said sum until
further order o£ Court; I
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(b) pay the sum o£ $10.00 per month to Grace Louise MeR oberts]
the incompetent, £or her personal needs beginning on I
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June 1, 1976 and to con±inue paying said sum until
further order of Court; and
(c) to pay reasonable counsel fees £or the preparation and
presentation o£ the within petition, £or the payment or
reimbursement of the costs o£ the petition; all as
authorized by the provisions o£ Section 5536 o£ the
Probate,Estates and Fiduciaries Code.
BY THE COURT,
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IN THE COURT OF COMMON PLEAS
OF WASHINGTON COUNTY, PENNA.
ORPHANS' COURT DIVISION
No. 573 of 1971
ESTATE OF
GRACE LOUISE McROBERTS,
an incompetent.
ORDER AND DECREE
PETITION FOR ALLOWANCE
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HFC/ma/paf l-3p 1/19/72
IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA.
ORPHANS' COURT DIVISION
IN RE: ESTATE OF )
GRACE LOUISE McROBERTS, ) No. 573 of 1971
an incompetent. )
PETITION FOR ALLOWANCE
TO THE HONORABLE P. V. MARINO, PRESIDENT JUDGE OF SAID DIVISION:
The petition of Pittsburgh National Bank, Guardian of the
Estate of Grace Louise McRoberts, an incompetent, respectfully
states:
1. Your petitioner was appointed Guardian of the Estate of
Grace Louise McRoberts, an incompetent, by Decree of this Court,
dated July 12, 1971.
2. A Guardian's Inventory and Statement was filed on
January 5, 1972, showing a Savings Account, and two Checking
Accounts with the Pittsburgh National Bank, Charleroi Office; a
Savings.Account with the Pittsburgh National Bank, Washington
Office; two Savings Accounts with the Mellon National Bank &
Trust Company; a Savings Account with the First Federal Savings &
Loan Association (Washington, Pa.); five-$25.00 U.s. Savings
Bonds, Series "E"; jewelry and cash. The total of the items was
$32,529.17.
3 •. The incompetent is presently an inmate at Mayview State
Hospital, situate at Bridgeville, Allegheny County, Pennsylvania.
4. The incompetent has no dependents.
5. The following creditor of the incompetent has the claim
indicated below:
I
Mayview State Hospital -$ 3629.22
(From April 11, 1971 to November 30,
1971; see copy of attached Statement.)
6. After investigating the mental condition of the incompe-
tent, your petitioner believes that it will be necessary for her
to remain at the Mayview State Hospital for sometime; therefore,
your petitioner requests authorization to pay the sum of $100.00
per month as partial payment of future maintenance costs; and in
addition thereto, your petitioner requests authorization to pay
the sum of $200.00 per year for personal needs and routine pur-
chases of clothing for this incompetent.
WHEREFORE, your petitioner prays this Court for authorization:·
(a) to pay the Commonwealth of Pennsylvania, Department of
Revenue (Mayview State Hospital), the sum of $3629.22, for main-
tenance and care to November 30, 1971; (b) to make future pay-
ments in the sum of $100.00 per month as partial payment for main-
tenance and care; (c) to pay the sum of $200.00 per year for
personal needs and routine purchases of clothing for said incom-
petent as said Department of Revenue; and (d) to pay reasonable
counsel fees for the preparation and presentation of this peti-
tion, for the payment or reimbursement of the costs of this peti-
tion, all as authorized by the provisions of Section 644 of the
Incompetent's Estate Act of 1955, as amended.
PITTSBURGH NATIONAL BANK
BY :~~rlv, Lc,_
J OS ph • Linn , <::::....t-
Assistant Trust Officer
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COMMONWEALTH OF PENNSYLVANIA )
ss:
COUNTY OF WASHINGTON )
Before me, the undersigned authority, personally appeared
Joseph Wo Linn, Assistant Trust O££icer o£ Pittsburgh National
Bank, who, being duly sworn according to law, deposes and says
that the statements contained in the foregoing Petition are true
and correct to the best o£ his information, knowledge, and belie£.!
Sworn to and subscribed before
1972.
Notary PubliC"'""
NORMA JEAN PEES
Notary P•Jblic. W3s":"!"'~~ •'fash!n"ton Co.
;,ty Com~ 'en Expire~ Dt.-•nber 29. 1974
I
Joseph W. Linn, <::::::
Assistant Trust O££icer
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HFC/ma/paf I~ I .. ,· J.
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IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
IN RE: ESXATE OF )
GRACE LOUISE McROBERTS,) No. 573 of 1971
an incompetent. )
ORDER AND DECREE
AND NOW, this d.(dday of
consideration of the within Petiti , it is AND DECREED
that the Pittsburgh National Bank, Guardian of the Estate of
Grace Louise McRoberts, an incompetent; to:
.Jll.Q.R't an -April ;t.L,--1971 to November -:38, 197-±; (b) to make future
payments in the sum of $100.00 per month as partial payment for
maintenance and care; (c) to pay the sum of $200.00 per year for
personal needs and routine purchases of clothing for said incom-
petent as said Department of Revenue; and (d) to pay reasonable
counsel fees for the preparation and presentation of this peti-
tion, for the payment or reimbursement of the costs of this peti-
tion, all as authorized by the provisions of Section 644 of the
Incompetent's Estate Act of 1955, as amended.
TR·973 ( 10-74) NS < •
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF ALLEGHENY SS
'·~ DOROTHY B. STUED"LER:. ASSISTANT VICE PRESIDENT . of Pittsburgh
National Bank, the within named_accountant, ·being duly sworn according to law, deposes and says
that the foregoing account as stated. is true and correct as he/she verily believes.
S':orn ~q 1subscri9e.,d be~ore me )__
th ts I 1 ,.u. day of "-k1...,-:~ . ( ~ 7 J)
. ~~· ' I 2. I • I ~d~~-.;~ _u.~ (LA.L 1\ .
Notary Public CEORGI~POURNARAS, Notary Pub!Te
Pittsburgh, Allegheny CoUflty, Pennsylvania .
My Cgmmission hp1res March 5, 1979
WASHINGTON' COUNTY: SS
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PITTSBURGH NATIONAL BANK
I do certify t h at I h ave· given 1 ega 1 noti_ce to a 11 persons
concerned of the f iIi n g of the within account in the manner
perscribed by Stattlte and Rule of Court , · as evidenced by proofs
thereof filed to No. ~3 -7 g-~.2¥9
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day of
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::t:NCJ
IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
NO. 573 OF 1971
ESTATE OF GRACE LOUISE McROBERTS, AN INCOMPETENT
FIRST AND FINAL ACCOUNT OF
PllTSBURGH NRTIONRL BRNK .
. ~UARDIAN
NO. 80834-7
PITTSBURGH, PA.
S U M M A
SCHEDULE
R y
A
PRINCIPAL-PERSONALTY
Receipts Page 4-7
Amount transferred from
Income-Personalty
Disbursements Page 8-9
Balance
SCHEDULE B
INCOME-PERSONALTY
Receipts Page 10-11
Disbursements Page 12
Amount transferred to
Principal-Personalty
Balance
49,095.42
1,868.00
12,065.44
1,868.00
NET BALANCE
50,963
6,940
14,985
13,933
JUNE 6, 1978
42
16
44,023
84
44
1,052
45,075
26
I I I !
i
40
66
-~
TR-2-A REV. 9-62
GRACE LOUISE McROBERTS
THE BALANCE CONSISTS OF THE FOLLOvHNG:
PRINCIPAL-PERSONALTY
Bonds
United States Treasury Notes, Series B,
9.000%
$10,000 due 8/15/80
United States Treasury Notes, Series A,
7.875%
$20,000 due 5/15/86
United States Treasury Notes, Series B,
7.000%
$10,000 due 11/15/83
Savings Account
Dollar Savings Bank
Mineral Interest
1/15 of 1/8 M I approximately 159 acres
Sec. 6 T-4-S R-2-E Third PM
Jefferson County, Illinois
1/15 of 1/8 M I approximately 121 acres
Sec. 1 T-4-S R-1-E Third PM
Jefferson County, Illinois
1/15 <Df 1/8 M I approximately 7 7 acres
Sec. 1 T-4-S R-1-E Third PM
Jefferson County, Illinois
1/15 of 1/8 M I N. W/4 N E/ 4 Sec. 12,
T-4-S R-1-E Third PM
Jefferson County, Illinois
1/15 of 1/8 M I SE/4 Sec. 13 T-4-S
R-1-E Third PM
Jefferson County, Illinois
1/15 of 1/8 M I NE/ 4 Sec. 18 T-4-S R-2-E
Third PM Jefferson County, Illinois
1/15 of 1/8 M I vl/2 SE/ 4. and NE/ 4 NW/ 4
and SE/4 SE/4 Sec. 18 T-4-S R-2-E
Jefferson County, Illinois
1/15 of. 1/8 M I SW/4 Sec. 18
T-4-S R-2-E Third PM Except Rte
of way Jefferson County, Illinois
1/15 of 1/8 M I E/2 NE/4 Sec. 7
T-4-S R-2-E Third PM
Jefferson County, Illinois
1/15 of 1/8 M I S/2 Sec. 7
T-4-S R-2-E Third PM Except Rte of
way Jefferson County, Illinois
-2-
..
10,178 13
20,000 00
10,000 00 40,178 131
3,500 00
1 00
1 00
1 00
1 00
1 00
1 00
1 00
1 00
1 00
1 00 10 00
. ' , . .
GRACE LOUISE McROBERTS
TR·2-A REV. 9-62
Miscellaneous Assets
One sealed envelope said to contain
jewelry 1 00
One sea1ed envelope said to contain
jewelry belonging to Grace McRoberts 1 00 2 00
43,690 13
Cash 333 13
44,023 66
I
INCOME-PERSONALTY
·savings Account
Dollar Savings Bank 17 10
Cash 1,035 30 1,052 40
45,075 66
I
I
i
I i
'
-3-
I
TR-2-A REV. 9-62
1972
Jan. 21
GRAC.F. T.OTJISF. Mc!ROBF.RTS
SCHEDULE A
PRINCIPAL-PERSONALTY
RECEIPTS
Inventory filed
Adjustment:
Increase in Carrying Value of
25 bonds United States Savings, Series
E issued 11/1/44 to reflect correct
value of $44.68
Additional Assets
Estate of Elgy S. Carson, deceased
Assets awarded per Decree of the Court
of Common Pleas, ~7ashington County,
Orphans' Court Division dated 12/8/71
at No. 51, November term 1944 A.A. to the
Estate of Alta McRoberts
1/8 residue
Raymond McRoberts
Redemption of equity in Atlantic
Breeders Corp.
2/14/72
Ruth L. Carson and Carson Foreman,
Executors of the Estate of John P.
Carson at No. 75-P-113 in the Circuit
Court of Franklin County, Illinois
Per Final Report and Account dated 9/1/77
Mineral Interest
1/15 of 1/8 mineral interest approximately
159 acres Sec. 6 T-4-S R-2-E Third PM
Jefferson County, Illinois 1.00
1/15 of 1/8 mineral
imately 121 acres
R-1-E Third PM
Jefferson County,
interest approx-
Sec. 1 T-4-S
Illinois
1/15 of 1/8 mineral interest
approximately 77 acres Sec. 1
T-4-S R-1-E Third PM
Jefferson County, Illinois
1/15 of 1/8 mineral interest
N/4 E/4 Sec. 12, T-4-S R-1-E
Third PM
Jefferson County, Illinois
-4-
l. 00
l. 00
l. 00
32,529 17
0 06 32,529
780 63
14 35
-------------------------------------------------------------
. . c
'
I
I
GRACE LOUISE McROBERTS
TR-2-A REV. 9-62
1/15 -of 1/8 mineral interest SE/4
Sec. 13 T-4-S R-1-E Third PM
Jefferson County, Illinois 1.00
1/15 of 1/8 mineral interest
NE/4 Sec. 18 T-4-S R-2-E
Third PM
Jefferson County, Illinois 1. 00
1/15 of 1/8 mineral interest
W/2 SE/4 and NE/4 mv/4 and
SE/4 SE/4 Sec. 18 I
I T-4-S R-2-E
Jefferson County, Illinois 1.00
1/15 of 1/8 mineral interest
SW/4. Sec. 18 T-4-S R-2-E
Third PM Except Rte of way
Jefferson County, Illinois 1. 00 .
1/15 of 1/8 mineral interest
E/2 NE/4 Sec. 7 T-4-S
I R-2-E Third PM
Jefferson County, Illinois 1. 00
1/15 of-1/8 mineral interest
S/2 Sec. 7 T-4-S R-2-E
Third PM Except Rte of way
Jefferson County, Illinois 1. 00
10.00
Pro rata share
Cash
11/23/76 Partial
Distribution 1,600.00
9/26/77 Final
Distribution 14' 111. 21 15,711.21 15,721 21 16,516 19
Assets Purchased and Acquired
1973
June 5 $20,000 United States Treasury
Notes, 6.50% due 5/15/76 19,950.00
1974
Sept. 9 $10,000 United States Treasury
Notes, 9.00% due 8/15/80 10,178.13
1976
May 5 $20,000 United States Treasury
Notes, 7.875% due 5/15/86 20,000.00
1977
Oct. 4 $10,000 United States Treasury
Notes, 7.000% due 11/15/83 10,000.00
-5-
------------------------------------------------------------~
TR-2-A REV. 9-62
1976
May 17
1971
Aug. 4
Aug. 3
Oct. 29
GRACE LOUISE McROBERTS
Deposits to Savings Account at Dollar
Savings Bank
8/27/71
6/8/73
1/31/75
7/25/75
1/28/77
9/29/77
10,000.00
1,200.00
500.00
800.00
1,600.00
3,000.00
Deposits to Savings Account at Fort Pitt
Federal Savings & -Loan
11/5/71 20,000.00
Gain on Sale and Conversion of Assets
Proceeds redemption $20,000
United States Treasury Notes
Series B, 6.50% due 5/15/76
@100
Carrying Value
20,000.00
19,950.00
Sale and Conversion of Assets Without
Gain or Loss
Proceeds redemption United States
Savings Bonds, Series E
$25 issued 1/1/44 46.63
Carrying Value 46.63
$25 issued 11/1/44 44.68
Carrying Value 44.68
$25 issued 1/1/45 45.03
Carrying Value 45.03
$25 issued 5/1/45 43.92
Carrying Value 43.92
$25 issued 5/1/46 42.91
Carrying Value 42.91
Proceeds complete withdrawal of '
Savings Account at Pittsburgh
National Bank
No. 01-0023368 8,230.62
Carrying Value 8,230.62
No. 83-2076949 7,383.63
Carrying Value 7,383.63
Proceeds complete withdrawal of
Savings Account at Mellon
National Bank & Trust Company
No. 209-30-9875 4,270.99
Carrying Value 4,270.99
-6-
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
50 00
I
i
I
' . .
GRACE LOUISE McROBERTS
TR-2-A REV. 9-62
No. 179-30-1282 53.69
Carrying Value 53.69 0 00
Oct. 29 Proceeds complete withdrawal of
Savings Account at First
Federal Savings & Loan
Association 9,092.49
Carrying Value 9,092.49 0 00
Proceeds complete withdrawal of
Savings Account at Fort Pitt
Federal Savings & Loan
5/24/73 20,000.00 I
I Carrying Value 20,000.00 0 00
Proceeds partial withdrawal
of Savings Account at Dollar
Savings Bank
9/5/74 10,200.00
6/6/78 .3,400.00
13,600.00
Carrying Value 13,600.00 0 00 0 00
49,095 42
Amount transferred from Income-Personalty 1,868 00
50,963 42
-7-
TR·2·A REV. 9·62
GRACE LOUISE McROBERTS
DISBURSEMENTS
Administrative Expenses
Russell Marino, Clerk of Orphans' Court
Division
Certification to eight copies of
Appointment of Guardian, clerk costs
and receipts
Paid 7/29/71 & 1/5/72
Norma .Jean Pees
Notary fee in preparation of Court
Petition
Paid 1/25/72 & 2/8/72
Howard F. Carson
Preparation of Petition for Allowance
and cost of filing
Paid 1/27/72 103.00
Fee in re small estate
proceedings for Alta McRoberts
i.e. preparation to court, fees
and cost advanced
Paid 2/11/72 11o.so
Professional service re payment
of maintenance
Paid 1/22/74 2s.oo
Professional ser~ices rendered
re correspondence prepared and
presentat~on of Petition for
Allowance
Paid 7/7/76 100.00
Reimbursement fee for filing
Petition
Paid 7/7/76
Brink's Inc.
Charge re transmission of
Treasury Notes
Paid lO/l0/74
Pittsburgh National Bank
3.50
Fee for review of prior Fiduciary's
Administration
Paid 9/28/77
Phone charge 7/19/71 to 8/2/71 to
Charleroi, Pennsylvania and
Bentleyville, Pennsylvania
Paid 12/10/71
A. Walden Moates, M.D.
Professional servies re evaluation and
report to Court -10/18/77
Paid 11/2/77
-8-
8 00
3 00
342 00
0 50
i50 00
3 16
75 00
GRACE LOUISE McROBERTS
TR~2-A REV. 9-62
1978
June 6 Clerk of Orphans' Court Division
I Filing this Acocunt 105 00
iJune 6 Howard F. Carson
' Attorney's fee 700 00
June 6 Guardian's Compensation 2,550 00 3,936 66
Distributions
I
Payments on behalf of Grace Louise McRobert~ I
Mrs. Catherine Puskarich
Reimbursement for three
"non: sufficient funds" checks
previously issued by Grace McRoberts
8/17/71 350 00
H. & B. Chevrolet Cadillac Inc.
Towing & storage of au'bomobile prior
to sale
Paid 8/19/71 66· 00
Streets Run Auto Service
Commision re sale of 1969 Chevrolet
Paid 8/20/71 87 50
Commonwealth of Pennsylvania
Mayview State Hospital
Clothing
Paid 11/3/71 200 00
Maintenance
Paid 1/25/72 & 10/16/73 2,000 00
Deposit to Patient's Fund Account
Paid 8/2/71 to 4/17/73 300 00 3,003 50
6,940 16
-9-
-
GRACE LOUISE McROBERTS
TR-Z-A REV. 9-62
II I I l SCHEDULE B
INCOME-PERSONAL~Y
I RECEIPTS
I Interest-Bonds
I United States Treasury Notes, Series B,
I 6.50%
$20,000 5/15/73 to 5/15/76 3,900 00
United States Treasury Notes, Series B, 9%
$10,000 8/15/74 to 2/15/78 3,150 00 I
I
United States Treasury Notes, Series A,
7.875%
$20,000 5/15/76 to 5/15/78 3,141 44
United States Treasury Notes, Series B, 7%
$10,000 5/15/77 to 5/15/78 700 00 10,891 44
' I
Interest-Savings Account
Dollar Savings Bank
to 5/28/78 2' 48 3 36
Fort Pitt Federal Savings & Loan
to 5/23/7 3 1,611 04 4,094 40
Assets Acquired
I Deposits to Savings Account at Dollar i
Savings Bank
12/16/71 125.00
6/12/71 253.13
12/5/72 259.45
6/12/73 272.31 I
7/6/73 48.72
8/6/73 55.10
9/7/73 55.34
10/3/73 53.79
11/5/73 55.39
12/3/73 53.83
1/7/74 55.88 '
I 2/4/74 56.13 I
i 3/4/74 50.92
4/3/74 56.62
5/3/74 55.03
6/3/74 57.12
7/3/74 55.53
8/2/74 57.63
9/4/74 57.90
10/1/74 11.55
11/4/74 9.27
12/2/74 9.01
1/7/75 9.36
2/5/75 9.40
3/4/75 10.35
4/3/75 11.75
-10-
-
GRACE LOUISE M ROBERTS c
TR·<·A REV. 9·62
I
5/9/75 11.42
6/3/75 11.86
7/2/75 11.53
8/4/75 12.78
9/4/75 15.64
10/2/75 15.21
11/3/75 15.79
12/2/75 15.34
1/7/76 15.93
2/5/76 16.00
3/4/76 15.03
4/1/76 16.14
5/6/76 15.69
6/7/76 16.29
I 7/2/76 15.83
8/2/76 10.42
9/1/76 10.47
10/12/76 10.17
11/3/76 10.56
12/3/76 10.27
1/10/77 10.66
2/4/77 10.70
3/4/77 9.71
4/4/77 18.28
5/4/77 17.55
6/8/77 18.21
7/12/77 17.70
8/8/77 18.37
9/1/77 18.46
10/4/77 17.10
Deposits to Savings Account at Fort Pitt
Federal Savings & Loan
11/2/72 925.00
1/30/73 263.19
4/23/73 266.50
Conversion of Assets Without Gain or Loss -
1973
May 24 Proceeds complete withdrawal of Savings
Account at Fort Pitt Federal Savings
& Loan Association 1,454.69
Carrying Value 1,454.69 0 00
Proceeds partial withdrawal of Savings
Account at Dollar Savings Bank
10/16/72 100.00
10/30/73 600.00
7/8/76 1,325.99
9/30/77 191.53
2,217.52
Carrying Value 2,217.52 0 00 0 00
14,985 84
-11-
-
i
BB/ka
DISBURSEMENTS
Administrative Expenses
Accrued interest on purchase of securities
Paid 6/5/73 to 10/4/77
Pennsylvania Department of Revenue
Balance of 1971-1973 Pennsylvania Income
Tax
Paid 4/11/72 to 4/9/74
Guardian's Co~pensation
Distributions
P?yrnents to and on behalf of Grace Louise
McRoberts
Commonwealth of Pennsylvania
Mayview State Hospital
Maintenance
Paid 10/10/73 to 4/9/76
Dep6sits to Patient's Fund Account
Paid 2/15/72
Francis Bercosky
Room and board
P~±d 3/29/76 to 5/26/78
Grace Louise McRoberts
Incidental expenses
Paid 4/30/76 to 5/26/78
Clothing allowance
Paid 5/16/78
Bernard Moskovitz, D.D.S.
Professional services rendered
Paid 9/15/77
Nossinger's, Ritter, & Morrison
Pur.chase of 2 pair of shoes
Paid 11/2/77
Ro.aman' s
Purchase of two, three-piece pantsuits
and two coats
Pciid 11/2/77
Amount transferred to PJ:i".incipal-Personalty
-12-
393 74
70 51
875 53 1,339
3,100 00
100 00
6,750 00
425 00
100 00
23 00
8 3 90
143 76 10,725 66
12,065 44
1,868 00
13,933 44
~. -... .. . .... f' ~ -..
J.Q$.~I?.b .... ~:¥ .. ~ ..... 1.in.n . .r. •••• ..?\.?.§.i.§.t.0.n.t. .... r..f.Y.:§.t .... Q.f.tt.9..~.r. .... .9.f ... ?..t..t::t.:?.l).P.Xg.h .... ~.~-tJ.9.:D-.~.J: .... ~.?.:~}.~ .................... ..
guanli:m of the est:.1tc of ... G.:r~,-~-~ ..... ~9.~.t.§.§ .... t1g_B.Q!?..~I.t§.:r ..... 9.-.n .... ?.-:.n.c;.QI~P.§.t.~D:.t: ........................................................ ..
... ,.~000,000,0uooooooOoooouuooouooooooooooooooooooo:oooooooooOoooooooooooooooooooooouooooo•ooooooooooooooooooooooooooooooooooo .. oooooooooooOoooooooooooooooouooo••••noouoooooooooouooouuoo••••oouooonouoooooo•O•Ooooo•Ooooooooooouo•oooouo~o-uo•ooooooo
~¥Jr:: , ·who beh1g duly sworn, deposes and says that the following :s ~t true and correct Iw>entory and State-
r.t~nt of the personal and real property which are of the estate of the above named rooRcx Incornpeten t
Clerk of Orph:ms' Court.
PITTSBURGH NATIONAL BANK
:OY.: .. :~~~s~~J:~-~ry~,.r
.j2;ff1u .
F========~=F============~~-=-=======·=· ==~~=====~====~~==========~========;======== -· --... ·-
I Doi!ars Cents
-
I Pi ttsbnrgh Natio.nal Bank. Cr....a.r:le..!..r~ouj._.!,Q.L.f....:...f..b.i~c~\;e,___ _____ __;
Jj --;
SC'lvinas r>.cconnt" #01-0023l.G..8_ ________________ ,ll_-·_8_..,2301 6_2 ____ _
ll I II / I Check inq Acconpt~-9 4J=-V~O,!.___ __________ ___: ____ ,, l , 3 7 3 i 9 2
~~ ·r--·
Checkin_g Accoun·t #4-350374 !I 26i 20 ====::::_: __________ ---:Li, --~~--~-------.... -.1
Pittsburgh National Bank, Washington Office ~ I
savings Account #83-207.!...~6-"-924~9___: _____________ ~1L-~, 383r 63
_. II I
1-·--,~---------------!'···::,.~ c--
Melloo....-N.a.t.io~nk & 'T'ntsl: CoTPpz ..... ~n.q_v___________ f-~ . ii '
lSaving.s_Acconnt #.2J)9-30-Q87r::. .. ,:r-__ · 4,27
5
J
6
99
9 Sa vinas Account # 17 9-3 O_-_,l'o.;2~8~2 ________ _:_..:._ ____ __jl,._ J!
'I I li 1---~----~----------------~--~,
First Federal S 2. v inqs & Loan A:::.s.:::s~o:_c,::..cl=-· -=a~t:.:i::..:o::..n:: ________ _J ,i---t----
1, 9' 092 49 1-------+-~s . ..:::a:...:..vings Account 4?22193
I 11:---'---:1--'------
~--------~1-1_i_l_k_I_n_c_. _________________________________ ___: ____ ~,~r-------+-------
Balance due :?ay_monc1__!1_~g-:-J::.,ertg_a~; ~-E<ernbe:r:-of Dairymen'~ , I
1 _________ 1:---"Co-Operati·;;EL_~-~les Association j i--/~/r----~--
1· 12 52
..... ~----------~-------·,l.lr-~---~----~------7-'1?~roceed~_.s..a..Jp ... _l.SL6 .. 9_Che~ . .et 1 7 50 0 0
··--------+-----------·------"--f---------r----·-·------------·------'------!'1--~--IE -·-------~-,~========~·~~~~-----_·_·--·~-~~-....;.-_~·-.~----l [t---.--.-_ -----~
1--~----' ' ---·-----IJ ------
~-o=oo==~ ,,:~E~:!(:!~t:,~~:~~-~:.,,:l~;:~;~~t!'':~;;;,:::~:r:;:;:~~:~h•~-'j:~.:::l:~,:~, .. ll~·--,=J,., __ : ,,c
,.h·g;~'A"fE.OF PENNSYLVANIA, ( "~·
COUI-..T'fY OF vVASHINGTON, )
Personaliy appeared b<.:~·on:: me the unclersigw.:tl authority
' ' '
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guardian of the estate of .................................... Gr.ac:2 ..... Lo.u.i . .s.e .... McRober.ts ................. : ................................................................. .
..........................................................................................................................................................................................................................................................................
mmor , who being duly sworn, d·~poses 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 •
Sworn and subscribed befor,~ me this )
................ -...... day of.. .............................................. , 19 ............ 1
...................... -..................................................................................... \'
Clerk of Orphans' Court.
============~==============================~==~,,r====D=o=!la=r=s~:~i===C=e=n~t~-
-------!1-'u::... . .:..· --=S:..:•:__::::.S..::.a:..:v:...:l:=..:. n=-"'g~s=--Bon d s 'Series 11 E 11 as f o 11m" s : I : -f------
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$25. issued 1/1/44 ./ 46~~3 ----'------~~~"'~_,2~5.!... -=i~s..:::s~u~e.-~d~1-=J=.i./:....:1=../c_·4~4-~. ------------------'~f------4-4~~ --.. --
~---------~S~~:2~5~·~~i~s~s~ue~---------------~--------~l.~----~1~~
$25. issued 5/1/45 II 43: 92
-----i-.....:..$-=-2..:_ 5-.::_ .... _._;_i_;_s..:.._su_e_d--5~/1_:./_4_6 ______________ r, __ ~4-2-+-ji -9-1--~ !
-------·~O..:.:n:.::e:.......:s:::.e::::..:::a:.::1:.::e::.:d:::._e=n~v~e::..:·1:::..o::::)J:::..:: o•e:.......:s::..:a=i.::::d;.__:t::..:o=---·.::::C..:::o~n:..:t::.:a::.l::.. :::n:.....-jt..::e::..w:.:...::::e.::1:.::r~y...:b=-=e.::1:.::o::n..:.:a2...J =i::.n~g!..._jil 1
to Grace HcH.oberts 'I "'foo· I ====::::::::====·= .. ======I J i ------+1 ~o.!J.nJ,:es;;.. ___;.S..se:;;..,aQ...J.1.s::e;.:..dJ-..:e~nJ...:.vu;e;;;..J~op.e said to contain · j.ewelry II ~ 0 0 ·1
----'--~----:,r---' j I
Cash reserved from attorney Howard S~ Carson l1 · 110 00 ....:__---+-----~-----,.--------~----::r-32. 52~ 17
I 11:--1-'-----
------------~--------------------------~----------~----------------~-------1~, -------~----------
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11 . ---1----=--=--==-·-_-_---_-_-_-_-:_--=--=--l.l ___ j
NO"l'ii:---H real <;!;tatf', give s!n'1:1. ;dill lltrmbur, '•V<lnl or City, Borou,;h or Town:::hlp, and\\ ilL__._---·-·
County, nud rdnrc·ncc to Deed, illnrlgago, Volnrno and Page. _ . \ ·. · · ·
lf r:as!t lrt haul\, gin'. nnnw of s;!nw. I'
=.:.:..-::.-~=.:'-=~::::.::-..=:::;·~· . .=:..::·-"·:.=:=·--=-c:.;..-o::·o=o.==:=-=-=----=-=-.'=--=-=--==-=--~====-==-=---=--====-====--=-:=-=l-=coo:-.-=:=.==-=!:=====:2.::: ....
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No ...................... ~!..~ ........................................ : ...... , 19 ..... 7..l
In Re Es!'ate
of
Grace Louise McRoberts .............................................................................................................
An Incompetent
GUARDIAN'S
INVENTORY AND
ST A·n~Jv~ENT
Fee $ ................................... . -~-/·
Minors.
Filed ........................................................................ , 19 ........... ..
. . ? H<:vrar~ F. Carson~ . ....... 2·i·~· .. ~}"c±! .... 8·t·t"·ee4; .................................................. ..
Charleroi, P..s'''·· .:150~~2 . Attorney.
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IN THE COURT OF COfvlfVION PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
IN RE:
ESTATE OF
GRACE LOUISE McROBERTS,
an alleged incompetent.
)
)
)
)
)
)
)
No. 573 of 1971
DECREE I
I AND NOW, July j/1~ , 1971, upon consideration of the
I
I annexed Petition and after hearing he~d following due notice,
it is ORDERED AND DECREED that I I I i
·I
Grace Louise McRoberts is adjudged an incompetento
Pittsburgh National Bank is appointed Guardian of
the Estate of GRACE LOUISE fVlcROBERTS, an incompetent.
The said Guardian is directed to file an Inventory in
accordance with the provisions of Section 402 of the
Estates Act of 1955, as amended.
Jo
EXHIBIT 11 A''
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IN THE COURT OF COJ.VIMON PLEAS
OF WASHINGTON COUNTY, PA •
ORPHANS' COURT DIVISION
NO. 573 OF 1971
IN RE:
ESTATE OF
GRACE LOUISE McROBERTS,
an alleged incompetent.
PETITION FOR ADJUDICATION
OF COMPETENCY
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RosEN·B~~G. SEWAK~ P1zz1
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200-210 WASHINGTON TRUST BUILDING
WASHINGTON, PENNSYLVANIA 15301
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IN THE COURT OF COMMON PLEAS
OF WASHINGTON COUNTY, PA •
ORPHANS' COURT DIVISION
NO. 573 OF 1971
IN RE:
;ESTATE OF
·•· GRACE LOUISE McROBERTS ,
an alleged incompetent.
PETITION FOR ADJUDICATION
OF COMPETENCY
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RosENBERG, SEWAKL& P1zz1 o;,
200-210 WASHINGTON TRUST BUILDING
WASHINGTON, PENNSYLVANIA 1530·1
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IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
IN RE:
ESTATE OF
. . . . . .
• . NO. 573 OF 1971
GRACE LOUISE McROBERTS, . .
an alleged incompetent.
• • . .
PRAECIPE FOR APPEARANCE
TO: BOB A. FRANKS, PROTHONOTARY:
ENTER our appearance for Petitioner, GRACE LOUISE
McROBERTS, in the above captioned matter.
DATED: January 16, 1978
:SE~~' -~EWA~
W. BRYAN PIZZI II, ESQUIRE
Attorneys for Petitioner
PETITION FOR ADJUDICATION
GF COMPETENCY
AND NOW, comes GRACE LOUISE McROBERTS, by her attorneys,
ROSENBERG, SEWAK & PIZZI, seeking to be adjudicated a competent,
and respectfully represents:
1. That she was adjudged an incompetent by a Decree
of this Court dated July 12, 1971. That Pittsburgh National Bank,
whose address is South Main Street, Washington, Pennsylvania 15301,
was appointed guardian of her estate by the same Decree, a copy
of which is attached hereto and labeled Exhibit "A".
..
2. That she was admitted as a patient to Mayview State
Hospital on April 11, 1971, and discharged therefrom on April 1,
1976.
3. That she resides at the home of Mr. and Mrs. Ben
Bercosky, Box 228, R. D. #1, Marianna, Washington County, Penn-
sylvania 15345.
4. That she has no living next of kin.
5. That her mental health has been restored •
• WHEREFORE, Petitioner prays that the Court adjudicate
her to be competent and that her guardian be directed promptly
to file an account of its administration of Petitioner's estate.
~~~~)nEJ?~
GRACE L~ISE McROBERTS
., t• '•
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF WASHINGTON
. .
: SS: . .
BEFORE ME, a Notary Public, in and for the above
County and Commonwealth, personally appeared GRACE LOUISE McROBERTp,
who, being duly sworn according to law, deposes and says that the
facts set forth in the foregoing Petition are true and correct
to the best of her knowledge, information and belief.
/)&L-<J_J ~~ )nit?~.
GRACE t:tiiSE McROBERTS
Sworn to an~ubscribAd before
me this ll J::. tlay of {.h¢.«-t,fl/ , 1978. ~ f I
ad=-z&:::zr/ ~-~A/ f Notary Public
My Commission Expires:
N. P. SEAL:
JOAN E. LESNOCK, NOTARY PUBLIC
My Commission Expires Nov. 19, 1979
Washington, Washington County, Penna.
' . ... '
·-' . . .
IN THE COURT OF COJ.VllVION PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
IN RE:
ESTATE OF
GRACE LOUISE McROBERTS,
an alleged incompetent.
. . . .
: NO. 573 OF 1971 . . . . . . . .
0 R DE R
AND NOW, this ro day of ___;~~=·::;..... _____ , 1978,
it is hereby ORDERED AND DECREED that the annexed Petition to
find that GRACE LOUISE McROBERTS, previously adjudged incompetent,
has become competent, will be heard on ~~~~~~-----
-"'-~..;....;.;:~...l;:S:;...._ _____ , 1978, at .3: rr o'clock, £_.M.,
Courtroom Number ~ , Washington County Courthouse, Washington
Pennsylvania.
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IN THE COURT OF COJ.VllV.lON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
IN RE:
ESTATE OF
GRACE LOUISE McROBERTS,
an alleged incompetent.
. . . .
: NO. 573 OF 1971
• . . . . .
0 R DE R _..--
AND NOW, --nA • . . C tn ~ 6 , 1978, upon considera-
tion of the annexed Petition, and after a hearing held following
due notice, the Court finds and decrees that GRACE LOUISE
McROBERTS, who was adjudged an incompetent by Decree of this
Court, dated July 12, 1971, is now competent, and it is ORDERED
AND DECREEED that Pittsburgh National Bank, her guardian, shall
file an account of its administration of the estate of GRACE
LOUISE McROBERTS within 1's-days of the date of this
Order.
.... #80834-7
.r -/ In tlft Qtnurt nf <ttnmUUtn Jfleus nf llns4ingtnn <ttnunty.
Jrnnsyluuniu. ®rp4nns · Cttnurt llittisinn
ESTATE OF N 573 of 1971 0·----------------
GRACE LOUISE McROBERTS, In the matter of tha-_F_i_n_a_l ______ _
AN INCOMPETENT Account of Pittsbutgh National
Bank, Guardian
ADJUDICATION AND DECREE
And now September 12' , 19~, this matter came on for hearing,
audit and distribution at this session and testimony taken; and thereupon, upon due consideration
thereof the bglal').cc;t for distribution in the hands of the Accountant is determined to be
$ 45, l5b · 9b 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 on appeal be token herefrom sec. leg. .
BY THE COURT:
SCHEDULE OF DISTRIBUTION
Balance per account------------------
Additional Debits -Audit
Additional Credits -Audit
Balance. ______________________ _
Dedu~t Clerk's Costs & Receiptcu. '---------------
Anom~-~H~o~w~a~r~d~F~·~C~a~r~s~o~n~--------------
TO: Grace Louise McRoberts
PRINCIPAL -PERSONALTY
Bonds
$20,000 United States Treasury
Notes, 7.875%
$10,000 United States Treasury
Notes
Mineral Interest
1/15 of 1/8 M I approximately
159 acres Sec. 6 T-4-S R-2-E
Third PM Jefferson County,
Illinois
1/15 of 1/8 M I approximately
121 acres Sec. 1 T-4-S R-1-E
Third PM Jefferson County,
Illinois
1/15 of 1/8 M I approximately
77 acres Sec. 1 T-4-S R-1-E
Third PM Jefferson County,
Illinois
1/15 of 1/8 M I N W/4 N E/4
Sec. 12, T-4-S R-1-E
Third PM Jefferson County,
Illinois
1,236.63
1,155.33
20,000. 00
!10, 000.00
1 -~00 .
1. 00
1. 00
1. 00
J.
$45,075.66
$45,156.96
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• • _./'--1/15 of l/8 ~ I SE/4
Sec. 13 T-4-S R-1-E
Third PM Jefferson
County, Illinois
1/15 of 1/8 M I NE/4
Sec. 18 T-4-S R-2-E
Third PM Jefferson
County, Illinois
1/15 of 1/8 M I W/2
SE/4 and NE/4 NW/4
and SE/4 SE/4 Sec. 18
T-4-S R-2-E Jefferson
County, Illinois
1/15 of 1/8 M I SW/4
Sec. 18 T-4-S R-2-E
Third PM Except ·Rte
of way Jefferson
County, Illinois
1/15 of l/8 M I E/2 NE/4
Sec. 7 T-4-S R-2-E
Third PM Jefferson
County, Illinois
1/15 of 1/8 M I S/2
Sec. 7 T-4-S 'R~2-E
Third PM Except Rte of
way Jefferson ,County,
Illinois
Miscellaneous Assets
One sealed envelope said
to contain jewelry
One sealed evelope said
to contain jewelry
belonging to Grace
McRoberts
Cash advanced per Exhibit
No. 1 of Supplement
to First and Final
Account
Cash on hand
INCOME -PERSONALTY
Cash
TR-1182•A (4-711) NS
1 00
1 00
1 00
1 00
1 00
1 po
1 DO
1 00
30,012 00
1,000 00
13,563 13
44,575 13
581 83 45,156 96
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®rp4ann' O!nurt iinininu
In the matter of the Audit of Account in l
Estate of __ G=rcc.a..:...c:=:-=e'----'L::....:.o....::u..:...~_· s-,-e_M-,-c_R_o_b_e_r_t_s--','---
---------a-n ___ r_n_c_o __ m_p_e __ t_e_n_t ________________ J .
573 of 1971 No., _________________ _
TO THE AUDITING JUDGE:
my Pittsburgh National Bank, Guadian Enter __ _L. _______ appearance for _______ __::. ___________________ _
ll thday of September
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.
78 ,19 __
j
No. 573 o£ 1971
In re Audit of Account in Estate of
GRACE LOUISE McROBERTS,
an Incomp:teitt.
AUDIT
Jrarripr fnr l\ppraraurr
FOR
Pittsburgh National Bank,
Guardian
Howard F. Carson
Attorney
~2
\ •.
Form for Guardian or Trustee
Jrtitinn ~ur 1\u~it
lfn Wqr ®rpqaus· illnurt nf llasqtugtnu atnuuty
Estate of ....... E:~~£~ .... ~9.."Q~.§~ ... ~s;:.g.Q~.E!.~~.§ ................. .
For ...................................................................................................................... .
Date ofltHSt July 12 1971 · OC:iX guardianship .................................... ~ .......................................................... .
If there have been former accounts
filed in this estate, list:
Filed at No ....... ?..?.} .................... of l9:K.7.1
Fiduciary ....... !?.J~.!:.I§.f?.~.f.9.h .... ~.?.:~J.QD..?.:J ..... !?.~.!1.~.r. ........ .
Guardian . .......... -.................................................................................................................. .
Place o~ record 57 3 0 f 19 71 of appointment. ........................................................................................... .
Reason for filing this account..G.E~.£.~ .... !!.Q~J.§.!?. .... N.£.B9..Q!?..r..t.§ ... .'l-:i'3?,.§ ..... 9.~.Cl:.g..;r~9 ..... 9.9.ffil?.§.t.§.D..t. ..... b.y. .... Judg.e
Gladden on May 8, 1978.
All persons having any interest, vested or contingent (including claimants), in the fund now before the Court,
with the nature of their interests are:
Grace Louise McRoberts -entire balance
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:
None
'
....
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Balance for distribution per account,
Additional debits not shown in account:
(Indicate whether income or principal)
See Supplement attached
PRINCIPAL
INCOME
Additional credits not shown in account:
(Indicate whether income or principal)
See Supplement a,tta.cbed
PRINCIPAL
INCOME
Balance for distribution
Principal $ ...... ~.~ .. r..9..?} .. ~ .. ? .. ?. .................... ..
Income . $ ......... J.,.Q.~ .. ?. .. d1Q .................... ..
700.00
536.63
Total additional debits $ ......... l., .. 2 . .3.9.. 6 3
f_(,.SI 1_';9···-······
148.13
1,007.20
Total additional credits $ .......... ~ . .!..~ .. ?..?..~. 3 3
Principal $ •........ H ..... ?..1.2 .•. U................. f~ /£2, ;:;--;;;····-·········
Income $ ..................... 5 .. 8.l. .... S..3 .................. .
Total $ .......... ~ .. ?.~.~·.}-,:?.:~.~:~~§ ................ ..
If the balance for distribution is not in cash, list items held in kind with carrying value designated, and if this is
a distribution account, file elections to take in kind for all items so listed:
See Supplement a,ttached "Bala,nce Consi.sts of the Following"
f ;-.,
~--. ... .
Balance for Distribution per Petition
TO: Grace Louise McRoberts
PRINCIPAL -PERSONALTY
Bonds
$20,000 United States Treasury
Notes, 7.875%
$10,000 United States Treasury
Notes
Mineral Interest
1/15 of 1/8 M I approximately 159 acres
Sec. 6 T-4-S R-2-E Third PM
Jefferson County, Illinois
1/15 of 1/8 M I approximately 121 acres
Sec. 1 T-4-S R-1-E Third PM
Jefferson County, Illinois
1/15 of 1/8 M I approximately 77 acres
Sec. 1 T-4-S R-1-E Third PM
Jefferson County, Illinois
1/15 of l/8 I•1 I N W/4 N E/4 Sec. 12,
T-4-S R-1-E Third PM
Jefferson County, Illinois
1/15 of 1/8 M I SE/4 Sec. 13 T-4-S
R-1-E Third P.H
Jefferson County, Illinois
1/15 of 1/8 M I NE/4 Sec. 18 T-4-S
R-2-E Third PM Jefferson County,
Illinois
1/15 of 1/8 M I W/2 SE/ 4 and NE/ 4 N'VJ/4
and SE/4 SE/4 Sec. 18 T-4-S R-2-E
Jefferson County, Illinois
1/15 of 1/8 M I SW/4 Sec. 18 T-4-S
R-2-E Third PM Except Rte on way
Jefferson County, Illinois
1/15 of 1/8 M I E/2 NE/4 Sec. 7 T-4-S
R-2-E Third PM Jefferson County,
Illinois
1/15 of 1/8 M I S/2 Sec. 7 T-4-S
R-2-E Third PM Except Rte of way
Jefferson County, Illinois
Miscellaneous Assets
One sealed evelope said to contain
jewelry
One sealed envelope said to contain
jewelry belonging to Grace McRoberts
Cash advanced per Exhibit No. 1, of
20,000.00
10,000.00
1.00
l. 00
1. 00
l. 00
1.00
l. 00
1.00
l. 00
l. 00
l. 00
1. 00
l. 00
30,012.00
Supplement to First and Final Account 1,000.00
Cash on hand 13,563.13
INCOME -PERSONALTY
Cash
44,575.13
581.83
45,156.96
45,156.96
.. .
~ .. ::
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:
See attached
ALLEGHENY
COUNTY OF~
COMMONWEALTH OF PENNSYLVANIA,
The above named Fiduciary or representative thereof,
be. sworn mg duly .................................... doth depose and say that the
facts set fort~ in the foregoing petition are true to the
best of .................. =.:: ........... knowledge and belief.
.... ?..'~'?.?!.~ .............. to and subscribed before me
This ........... 2s.h.\ .......... day ov .. §.~.P..t-~7 ....... 1 %?...?.
Signature of Ollice< ............ {/f~L< .. €L .. /.~ .. &6. .. {(-.
Title of Officer .......... :N9.t.~~.Y. .... ~.'!tP.Jj.g., ............................. .
Office expires, .. :·: ... )1!/t.v.J. .. c.£.. .... S; .. / .. 5L?~ .................. ..
ClEQ~~I.A PQiJRNAflAS, Notary Public Fittsburgh,;_~~eghen~. Coiffity, Pennsylvani1
f,ty CommisS'ioiilxpir~s March 5, 1979
An,d Y.Our petitioner will ever Qray, etc. P1~tsburgh Nationai Bank Guardian
Estate of Grace Louise McRoberts
........................................ , .. ;·~: ................................ ;/ .............................. ..
-~
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IN THE
ORPI-IANS' COURT
OF WASHINGTON COUNTY
FORM USED FOR GUARDIAN-INCOMPETENTS
-OR TRUSTEES
No ........ ~.7.J ........... of 19:ct.7..l. ..
ESTATE OF ...... G..M~.E ...... L.QJJJ.S.E ... J:~.~.RO.a~.RT..S ,
... AN. .... IN.C.OMP.E.T.E.NT. ................................................................. .
FOR ........................................................................................................................ .
minor-incompetent-life tenant
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.
HowQ.rd F. Carson, Esquire 212Fourth Street
......... Cha.r.l.e.r.oi .. ,. .... P..en.nsy.:lv.ani.a, ......... lS.O. 2 2 Counsel for accountant .
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IN THE COURT OF COM,MON PLEAS OF WASHINGTON C0!JN'I'Y, PENNSYLVANIA
ORPHANS' COURT DIVISION
..
NO. 573 of 1971
ESTATE OF GRACE LOUISE McROBERTS, AN INCOMPETENT
c I
SUPPLEMENT TO FIRS'r AND FINAL ACCOUNT OF
PllTSBURGH NATIONAL BANK
GUARDIAN
#80834-7
PITTSBURGH, PA. AUGUST 31, 1978
SUMMARY
SCHEDULE A
PRINCIPAL -PERSONALTY
...
Receipts Page 4
Amount transferred from
Income -Personalty
Disbursements Page 4
SCHEDULE B
INCOME -PERSONALTY
Receipts Page 5
Disbursements Page 5
Amount transferred to
Principal -Personalty
50,963.42
700.00
Balance
14,240.64
700.00
Balance
NET BALANCE
I I 51,6631 42
7' 088,29
15,5221 47
14,940 64
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II I I
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1 I ! I
581! 83
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45,156i 961
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R-2-A REV. 9-6."
GRACE LOUISE McROBERTS
THE BALANCE CONSISTS OF THE FOLLOWING:
PRINCIPAL -PERSONALTY
Bonds
United States Treasury Notes,
Series A, 7.875%
$20,000 due 5/15/86
United States Treasury Notes,
Series B, 7.000%
$10,000 due 11/15/83
Mineral Interest
1/15 of 1/8 M I approximately
159 acres Sec. 6 T-4-S R-2-E
Third PM Jefferson County, Illinois
1/15 of 1/8 M I approximately
121 acres Sec. 1 T-4-S R-1-E
Third PM Jefferson County, Illinois
1/15 of 1/8 M I approximately
77 acres Sec. 1 T-4-S R-1-E
Third PM Jefferson County, Illinois
1/15 of 1/8 M I N W/4 N E/4 Sec. 12,
T-4-S R-1-E Third PM Jefferson
County, Illinois
1/15 of 1/8 M I SE/4 Sec. 13 T-4-S
R-1-E Third PM Jefferson County,
Illinois
1/15 of 1/8 M I NE/4 Sec. 18 T-4-S
R-2-E Third PM Jefferson County,
-Illinois
1/15 of 1/8 M I W/2 SE/4 and
NE/4 NW/4 and SE/4 SE/4 Sec. 18
T-4-S R-2-E Jefferson County,
Illinois
1/15 of 1/8 M I SW/4 Sec. 18
T-4-S R-2-E Third PM Except Rte
of way Jefferson County, Illinois
1/15 of 1/8 M I E/2 NE/4 Sec. 7
T-4-S R-2-E Third PM Jefferson
CoUl:lty, Illinois
1/15 of 1/8 M I S/2 Sec. 7 T-4-S
R-2-E Third PM Except Rte of way
Jefferson County, Illinois
Miscellaneous .
One sealed envelope said to
contain jewelry
One sealed envelope said to
contain jewelry belonging to
Grace McRoberts
.... -,;.-
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-R~2-A REV. 9-62
Cash advanced ~-. ~-· ~.--· -··
Cash on hand
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INCOME -PERSONALTY
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-·;;·2-A REV. 9-6
::..978
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_978
_-':.ug. 31
GRACE LOUISE McROBERTS
SCHEDULE A
PRINCIPAL -PERSONALTY
RECEIPTS
Per First and Final Account
Conversion of Assets Without Gain or Loss
Withdrawal of Savings Account
Dollar Savings Bank
Carrying Value
Amount transferred from
Income -Personalty
DISBURSEMENTS
Per First and Final Accouht
Administrative Expenses
Amount reserved for the cost of
transferring securities
3,500.00
3,500.00
Loss on Sale and Conversion of Assets
Proceeds redemption $10,000
United States Treasury Notes,
Series B, 9%
due 8/15/80
@ 1. 005
Carrying Value
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10,178.13
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::..978
:>_ug. 31
GRACE LOUISE McROBERTS
SCHEDULE B
INCOME -PERSONALTY
RECEIPTS
Per First and Final Account filed
Conversion of Assets Without Gain or Loss
Withdrawal of Savings Account
Dollar Savings Bank
Carrying Value
Interest -Bonds
United States Treasury Notes,
Series B, 9%
$10,000 2/15/78 to 8/31/78
Interest -Savings Account
Dollar Savings Bank
to 8/31/78
DISBUR,SEMENTS
Per First and Final Account
Administrative Expenses
Guardian's Compensation
Distributions
Payments to and on behalf of
Grace Louise McRoberts
Frances Bercosky
Room, board and laundry
. Paid 6/26/78
Grace Louise McRoberts
I Incidental expenses
Paid 6/26/78
Amount transferred to
Principal -Personalty
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GRACE LOUISE McROBERTS
_.,, .• ec,. '"'1 EXHIBIT NO. 1
PRINCIPAL -PERSONALTY
:::.978
July 5 Grace Louise McRoberts
Advanced Distribution
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IN THE ORPHANS' COURT OF WASHINGTON COUNTY, PENNSYLVANIA
IN RE ESTATE
OF No. 573 of 1971
GRACE LOUISE McROBERTS
APPROVAL
I, Grace Louise McRoberts, do hereby certify that
I have examined the Account of Pittsburgh National Bank,
as Guardian of my Estate filed to the above number and
believe it to be correct. .(.t.
WITNESS my hand and seal this2G, ~ay of ~
1978.
~ct~ 2ni2~SEAL)
Grace _Louise McRoberts
IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
IN RE ESTATE
OF No. 573 of 1971
Grace Louise McRoberts
ELECTION TO TAKE IN KIND
I hereby stipulate and agree to accept in kind
in distribution of the estate the following and request the
Court to award the same to me at the carrying value thereof:
$20,000.00 U.S.A. Treasury Notes
Series A 7.875% Due 5/15/1986
$10,000.00 U.S.A. Treasury Notes Series B
7.000% Due 11/15/1983
WITNESS my hand and seal this oZ f d c1.u.-d • 1978.
day of
J~cL~ )n rf~~(SEAL)
WITNESS:
IN THE ORPHANS' COURT OF WASHINGTON COUNTY, EENNSYLVANIA
IN RE ESTATE
OF No. 573 of 1971
GRACE LOUISE McROBERTS
RECEIPT
I hereby acknowledge receipt of the following this
Jtl~ day of July, 197 8 :
Advance distribution -$1,000.00
WITNESS:
Lkli1b?~
Grace Louise McRoberts
J
(SEAL
(.;-
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. •,
IN THE COURT OF COMMON PLEAS
OF WASHINGTON COUNTY, PENNA.
ORPHANS' COURT DIVISION
No. 573 o£ 1971
IN RE: ESTATE OF
GRACE LOUISE McROBHIT~
an alleged incompe~t
AFFIDAVITS OF SERVICE
OF CITATION
:Yt:wa/rd<Y:~/
.Sfdm·n.;y_.and-G:otM"Wl?/k,.~~
-G/uvr~t/, ,9Jnffl4ykniw
15022
Hfc/ma 1-1 c 6/15/71
·-1l
IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA.
ORPHANS' COURT DIVISION
IN RE: Estate of
GRACE LOUISE McROBERTS, ) No. 573 of 1971
an alleged incompetent. )
AFFIDAVIT OF SERVICE
COMMONWEALTH OF PENNSYLVANIA )
SS:
COUNTY OF WASHINGTON
Before me, the undersigned authority, personally appeared
HOWARD F. CARSON, ESQ., who, being duly sworn according to law,
deposes and says that he served a copy of the Petition and
Citation in the above captioned matter, upon John P. Carson,
uncle of the above named alleged incompetent, personally,
on Wednesday, June 9, 1971, at 10:30 o'clock, A.M., at the
offices of Howard F. Carson, .Esq., 212 Fourth Street, Charleroi,
Pennsylvania; the said John P. Carson being personally known to
the affiant. That upon being advised of the nature of the
Petition and Citation, and the purposes thereof, the said John
P. Carson again confirmed to the affiant, as he has done prev-
iously, that, being a resident of Illinois, he preferred not to
be involved in the affairs of his niece, Grace Louise McRoberts,
in any way.
If_~;;-~
Howard F. Carson
Sworn to and subscribed before
me this 15 day of June, 1971.
HFC/llr 6/17/71
IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
IN RE: ESTATE OF
GRACE LOUISE McROBERTS, ) NO. 573 of 1971
an alleged incompetent )
AFFIDAVIT OF SERVICE OF CITATION
AND PETITION FOR APPOINTMENT
OF GUARDIAN
BEFORE ME, the undersigned authority, personally
appeared VICTOR DELSO, JR., Constable of the Third Ward of the
City of Monongahela, Washington County, Pennsylvania, who, being
duly sworn according to law, deposes and says that he served a
true copy of the Petition for Appointment of Guardian filed at
the above number and term and a Citation issued thereon by the
Clerk of the Orphanst Court upon Grace Louise McRoberts by
handing her the same on June 10, 1971, at 4:05 o'clock P.M. at
her place of confinement at the Mayview State Hospital, Allegheny
County, Pennsylvania, having first.made the contents thereof
known to her~ she having been identified by hospital authorities.
1971.
~!])~
Victor Delso, Jr.
Sworn and subscribed before me this ?{/~day of :TvJJE ,
~~~k
JACK B. WAGNER lu.ioe oi tne p.,,, ~
ASHINGTON C(). • I" A,,
CARROL.!.. TOWNSHIP. W
My Commission expires
1o'1fl. 1st Mond~ In January, ~
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1,952• .. 40 T
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2/10/72 j i~ I 1971 J-I L 13.
IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYCVAN~A~
ORPHANS' COURT DIVISION
IN RE: ESTATE OF
ELGY S. CARSON,
Deceased.
)
) No. 51 November Term, 1944, A. Ao
Au D . fJ l( r 1 to -'-.h-~ -/3 .
)
PAY TRANSCRIPT
"7 (l, AND NOW, this I -day o£ February, 1972, the undersigned
does hereby acknowledge to have received £rom John P. Carson;
the surviving Executor o£ the Estate o£ Elgy s. Carson, Deceas-
ed, the sum of money set opposite their name, being the sum
of money awared her in the Decree of Distribution made by said
Orphans' Court Division on December 8, 1971, and do further
waive the rightto file exceptions to said Decree of Distributio~
and the right o£ appeal £rom the said Decree of Distribution~ :
and, agree that the surviving Executor may forthwith make dis~
tribution in accordance with the terms o£ said Decree.,
ESTATE OF ALTA McROBERTS,
deceased, daughter, 1/8
residue -. $780,.63
\
PITTSBURGH NATIONAL BANK,
Guardian o£ the Estate o£ Grac~ .. c:=::::. 1
Louise McRoberts, an incompet-.
'ent;-Per Decree o£ the above '
Court, da~d February 7, 1972, i
at No.,~ of 1971 , · ·
Under Small Estate's Act •
BY~cUJ c,t, L~'---
Joseph C)W., Linn,
Assistant Trust Officer
a
77-787
7'7-716
77-876
77-1049
.uhlM y , u • = . ·
Lytle, Daniel Clarence,
Lytle, Daniel C.
Leone, Patsy
Ward, Margaret E.
Patterson, Catherine
* Denotes updated number
Page 4 of 4
lv.&u.vJ4 .ob:Lt! A .A., ~".
ajk/a
Sarah Jane Bissell, Exrx.
Anthony Leone, Exr.
John P. Ward, Exr.
Mildred Ivery, Admrx.
o:u:_!. !fvb..(d 0. iji:El\Tens
Howard 0. Stevens
John Solomon
John Solomon
John Solomon
. . ~d ~4·
~K~-A ~7-tJ~
£
-,.ey bft Lz-; ~.
r---------rr-------------------------------------.---
i
IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENN~.
ORPHANS':COURT DIVISION
IN RE:
ESTATE OF No. 573 of 1971
GRACE LOUISE McROBERTS,
)
)
)
)
)
)
) :! z an alleged incompetent. c( > .J > Ill z z Ill D.
i. e
HEARING ON PETITION FOR APPOINTMENT
OF GUARDIAN
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Ill II:
1-g MR. CARSON:
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~ THE COURT: u iL IL o MR. CARSON:
THE HONORABLE P. VINCENT MARINO, Judge of
the said Court.
HOWARD F. CARSON, ESQ., of Charleroi, Penna.,
representing the Petitioner.
. Monday, July 12, 1971, at 10:00 o'clock A.M., EDST.
Do you wish to start with the McRoberts incompetency:
Yes, Your Honor.
You may proceed.
May it please the Court, in re: the estate of Grace Lot ise
McRoberts, an alleged incompetent, this is the time set for the hold ng
of a hearing in this mt tter. As Your Honor may recall, due to the
various circumstances, I have been acting as a petitioner as well as
the attorney involved; and certain of the statements that I would be
making would almost be in the nature of evidence. Now whether ther~
is any need for my being sworn, naturally that's up to the Court's
discretion, whichever procedure Your Honor wishes to follow. This
is 573 of 1971.
THE COURT: .. Mr. Carson, it would appear to the Court that we shou1 j
get our allegations in the record concerning jurisdiction and whatnot
So I believe that you probably should be sworn. You have no one else?
:!: z ~ MR. CARSON: No, sir .
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THE COURT: I believe you'd better be sworn.
.. ~ HOWARD F. CARSON, ESQ., IS DULY SWORN.
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~ MR. CARSON~ First of all, Your Honor, I would present for your
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consideration two Affidavits; one of which is the Affidavit of Service
~ whereby at the Courf's suggestion, I served on John P. Carson, who
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is the closest relative of Miss McRoberts, on June 9, 1971, served
him a copy of the Citation and of the Petition. And as the Affidavit
bears out, upon being advised of the nature of the petition and the
Citation and the purposes thereof, Mr. Carson again confirmed in
May as he had done previously that being a resident of Illinois, he
2
preferred not to be involved in the affiars of his niece, Grace Louise ,_ _,,
McRoberts, in any way. I also have an Affidavit under the same
cover by Victor Delso, Jr., Constable of the Third Ward of the City
of Monongahela, whereby he served the Citation and Petition upon
Miss McRoberts at her place of confinement at the Mayview State
Hospital in Allggheny County. By telephone I talked with Mrs. Klinger,
1
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the caseworker at the Mayview Hospital, who has charge of Miss
McRoberts. And it's probably in the nature of hearsay. but she told
me that just as Mr. Delso had, that she was present along with, I
believe it was Dr. Parsons of the institution, when the papers were
served upon Miss McRoberts, and Mr. Delso and Mrs. Klinger both
told me that it was obvious that Miss McRoberts did not understand
the proceeding. When I say that, it's a matter of she is not capable
of understanding the proceeding. she was of the impression that she
was suing me. That was the impression she got from the papers which,
of course, is completely erroneous.
..: THE COURT: 0 What\is. VictorlDe)so. Junior's capacity?
i: ... ~ A Constable in the Third Ward of Monongahela.
Well, we have his Affidavit of Service here that he personally served
the alleged incompetent. Sothat we will receive that in evidence
vi ~ and make it part of the record, together with the Affidavit of Service ... II: 0 .. ~ made by counsel, Howard F. Carson. as far as the living relatives
...
g of Miss McRoberts are concerned. Now Mr. Carson. will you give
0
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us some of the jurisdictional facts in this matter?
MR. CARSON: Yes, Your Honor. Miss McRoberts has resided in
West Pike Run Township in Washington County all of her life. I
personally have known her all ofher life, I might add. And upon the
death of her father, J. Raymond McRoberts, approximately two yea1 s
ago. she, if she wasn't already going downhill mentally, the shock
of it certainly contributed to that factor. Your Honor may recall that
3
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at one time she was writing me letters concerning statements alleg d
tohave been made to her by members of the Court involving variou
matters, including the administration of her father's estate. And
I brought her to your chambers and when I faced her with the letter
she then said tl'rey were forgeries. And that she also told Your Honr r
at that time she was quite satisfied with the manner in which I was
handling the estate. At that time :;;I') had suggested that perhaps a
guardian should be appointed for her. And at Your Honor's t~;uggestion
I arranged an examination to be made of her by Dr. Bl<fsiolej of
Monongahela. However, when we got to the doctor's office, he
insisted upon her being hospitalized before he would examine her .
She in turn refused to go to the hospital. So nothing further was
dore at that time.
For the record, it might be pointed out that the
doctor's cuation was probably merited because Miss McRoberts is
at least six foot two and probably weighs somewhere in the neighborhood
of 360 pounds, and if she had become violent it would have require<
several persons to restrain her.
THE COURT: What is her age, Mr. Carson?
MR. CARSON: She was born February 11, 1928, which would make
her 43 at this time. She is presently confined as an inmate at
Mayview, as I mentioned, having been taken there on April 11,
1971; approximately the first of March she left the home of Josepl
Sutch, in West Pike Run Township where she had been living as a
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paying boarder, and began living in her automobile. And for apprm i-
mately five or six weeks she traveled around over Washington Cour y,
doing such things as examining the merits of various police depart-
ments and then reporting back to the police department in Charlero
concerning the merits of the other cities police departments.
Obviously she had no official capacity and the reason I know of the~ e
matters, she sent these reports into Chief Thomas of the Charlero·
Department. He turned them over to me because he had nothing to < o
~ with them.
1-~ z
~ THE COURT: Where is she now ?
<t ~
t MR. CARSON:
ii
Mayview.
I-III
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THE COURT: How was she committed to Mayview State Hospital?
* MR. CARSON: On an emergency commitwent, Your Honor. Mrs.
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Dorothy Sutch, Joseph's wife, conferred with the Mental Health
authorities, Mr. Jones here in Washington, and the papers for
comrr.itment were ma9e up directing the sheriff to take her into
custody. It was some time before they were able to locate her and
talk her into leaving her automobile and going to the police station
in Charleroi. And on the evening of April 11, I believe the day
before Easter, this was finally accomplished and Sheriff Debreczer i
was appropriately notified and he and two of his deputies then took
5
her into custody and took her to Mayview on an emergency confinement.
And following that a Petition was presented to Judge DiSalle, based
upon the commitment procedu.re, and the Affidavit of Dr. Pars-ons,
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her examining physician at Mayview. And at that time the Judge
formally committed her to Mayview.
THE COURT: On what date?
MR. CARSON: April 29, 1971.
THE COURT: And has she been at Mayview continuously since that t'me?
MR. CARSON: Yes, sir. She has been. Last Wednesday I talked <to
Mrs. Klinger by telephone relative to rr.y coming down to visit with
Grace because I wanted to visit with her before I appeared here
this morning. And Mrs. Klinger recommended against it. She said
that she is not making much progress. They were afraid what prog ess;,
she's making ,to be told of the hearing might cause her to have a
relapse and they felt it was not to her best interests to have this
happen.
Along that line, Your Honor, the Affidavit of Dr. Par ons,
Dr. F. A. Parsons. is attached where he diagnoses Miss McRoberts
as being mentally ill and states 'that she is not physically or mental y
able to come to Court to attend any incompetency hearing, and he
states in the same Affidavit she might suffer a relapse in her
rehabilitation process. And that she would not comprehend such
a proceeding. Of course, that was borne out by what Mrs. Klinger
had told me on the phone that I recited earlier today.
THE COURT: Mr. Carson. what general!y are the assets of the est te
of Grace?
MR. CARSON: Generally the assets of Miss McRoberts consist of
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savings accounts as listed in paragraph six of the Petition in the
Washington Office of the Mellon National Bank and the Charleroi Of ice
of Melbn Bank. And the First Federal Savings and Loan Associatio ~
of Washington, and the Washington Office of Pittsburgh National I@a ~1~.
And the Charleroi Office of Pittsburgh National Bank. And a checki 11g
account under the narr,e of Grace Louise McRoberts, Administratr'lx,
~ ~ in the Charleroi Offce of Pittsburgh National Bank.
> ..I >-Ill ~ THE COURT: Is she the Administratrix in her father1s estate?
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~ MR. CARSON: Yes.
1-1!1 z ~ THE COURT: Has that estate been concluded?
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..: MR. CARSON: Yes, sir, it's been completely closed. But in spite of u
0: 1-~ my intrigiui:pg her really for several weeks, she refused to close
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out the account, said she would never know when she would need it.
I might add when she was traveling around for some five or six weEks
she wrote checks on this particular account, and asked the bank to
honor them. And the reason she did that, she, at my suggestion, ll~d
opened a personal checking account, but when the checks were rec1 ived
in the mail frow Pittsburgh National Bank, it had been damaged in
transit and she refused to accept them for fear someone would
forge her name.
THE COURT: Well, the funds in the Administratrix account would
actually be her monies because she is the sole heir, is she not?
MR. CARSON: Yes, sir. And as you know, it's down to $27.82. The
we have other assets of the 1969 Chevrolet Coupe and cash in the
r---------a-m-"o_u_n_. t~o~f~$~7~0~.0~0~.~I~m-l~.g~h~t-a~d-,d~t~h~e~c~a~s~h~,--w~h~e~r~e~i7t~c~a~rn-_~e-trr~o~m--,~Yr-o~u~-------I
Honor, from time to time as she sent these reports to the police
df3partment, she would send them cash to process the reports.
So $70. 00 was given to me by Chief Thorrias.
THE COURT: She no longer has any interest in real estate, does sh ?
MR. CARSON: No, sir.
THE COURT: That was all disposed of?
:!: z ~ MR. CARSON: That was all disposed of in January of 1970. She does
> (J) z ~ have, as listed in Item (i), certain personal belongings, household
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furniture and soforth, but as of now, I don't think anyone, including
herself has any idea of what they are . .They are located in a garage
on her former home in West Pike Run Township and one of the thin s
that the· guardian would have to do would be to inventory those item; .
I doubt if they have much value;from time to time she would give
me certain of them, usually consisted of a picture of herself taken
some 30 years, well, at least 25 years ago. It's typical of the item~
that are in that garage.
8 THE COlli T: Has she ever been the subject of any incompetency
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proceeding heretofore?
MR. CARSON: Only in this one respect, Your Honor. She filed a
voluntary Petition for Guardianship previously before this Court.
But nothing was done other than to file the Petition because, as I
mentioned earlier, she refused to have the physica.:lrexamination
that the Court has suggested.
THE COURT: So that there was never any actual adjudication.
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MR. CARSON: No, sir.
THE COURT: And has she ever been a member of the Armed Force~
of the United States ?
MR. CARSON: No, sir.
THE COURT: Now with respect to your Affidavit of the physician,
F. A. Parsons, is he connected in any way with the Mayview Hos pi al?
~ z ~ MR. CARSON: Yes, sir. He's on the staff at Mayview Hospital.
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assigned to his care. We are suggesting that the Pittsburgh Nation< 1
Bank be named as guardian and the usual form of acceptance by the
corporate guardian is attached to the Petition.
o THE COURT: Does Dr. Parsons make any statement as to the progrosis
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in this matter?
~ MR. CARSON: Yes, sir. He Ji:J.as; stated, as is shown in the Affidavit,
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that no benefits or improvements in her condition will be forthcom ·ng
in the near future. I might add, Your Honor, that Mrs. Sutch and
a distant cous'in of Mrs. Myers have visited with Miss McRoberts ~
few times at Mayview, and they report to me that they can see no
change in Grace the way she was before she had been committed.
That's a layman's opinion, but at least they don't notice any changE
at all.
THE COURT: We will receive the Affidavit of Dr. F. A. Parsons ir
evidence and make same part of the record. The alleged incornpetE nt
being confined to a municipal--is that a state?
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MR. CARSON: I believe a state, Your Honor.
THE COURT: To Mayview State Hospital, which, of course is
connected with the state.
MR. CARSON: I have a decree prepared, Your Honor.
o( z o( > ..1 > (Proceedings Cl:osed) .
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Tht: &·orc.Joing record of th>:.. proce~dtngs ut.on tile ~H~arlng ,i tht:
aLovt,; t:auat: ts berLby avprovt:d anJ uirect~d to ik-fU~d.
J.
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