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HomeMy WebLinkAboutOC1971-1064 - ESTATE OF NELSON/ IN.THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION •IN RE: Estate of No.63-71-1064 WILLIAM H.NELSON May 27,1988 Samuel L.Rodgers,J. HEARING ON PETITION SUR AUDIT ;.0rn C"J (. .-. ..- (.-r'\)_..-(--""-.,u (")-::3-0 -.1-..J::r-0 Ul>CJ --.J Bloom,Bloom &Associates, representing the Accountant (Sherman H~...$)ie~.el,Esq., appearing .;);;-,ex(,')'.l c-0"c:=~~(f;Z <CZ<C>...J>-enzzw0- Zo~BEFORE:zIen~DATE: ~~APPEARANCE: I-en Ci ...J<CoCi::J-, rI::C\l ui II:Wl-II:0,0-WII: l-II: ::Joo ...J'<Cou:u..o Darlene Nicholas Official Court Reporter 0.j .. • " ,..I ... "\ THE COURT: MI}.SIEGEL: " «Z:; ~>-•(j)zz , LU <'0- Zot9, zI(j)«:s:.-:-'oa:II t;jlo;i I; <:>:o::l-,! I~N, etia::~:THE COURT:a::o0-LUa:: t-'a:: ::loo ~«t5u::LLo This is the Estate of William H. Nelson;Equibank,Guardian.Mr.Siegel? If Your Honor please,this is an incompetent estate.There is a small balance for distribution -$1,250.00 of which the Equibank would like'to retain as a reserve account,and the remaining $1,400.00,they talked with the brother of the incompetent.The incompetent lives in Erie, Pa.,and the brother indicated that he would take care of this fund for the incompetent.We would like to suggest that the reserve be retained by Equibank,and the balance be awarded to the brother,under whatever restrictions as Your Honor might require. This is the Estate of William H. Nelson;Equibank,the Guardian.Weill mark the audit closed. 2 The foregoing record of the proceedings of the • '. '.. I hereby certify that the proceedings are contained fully and accurately in the notes taken by me during the he~ring in the above cause and that this copy is a correct t~anscript of the same. :1I'I <l:Z:; ...J>-(J)zzwc.. Z~C)z I .~hearing in the above cause is hereby approved and directed ~.:, I-"g DO be filed.g:'I (J)! is II ...J '<l:Uis::>-, ~(\J CJia::wI-a::°c..wa:: I-a::::>°o ...J<l:UII:u.. 0" 3 (.'e,- .<" nr THE COMMON PLEAS COURT OF WASHINGTON COUNTY"PENNSYLVANIA I N~.5241 -In Equi.t~ .,. IN REt APPOINTMENT OF GUARDIAN FOR THE ESTATE OF WILLIAM H.NELSON -------------~---~ .'e,e IN THE CmMON PLEAS COURT OF WASHINGTON COUNTY,PENNSYLVANIA •• IN RE:APPOIN'JMFET OF GUARDIAN I FOR '!HE ESTATE OF WILLIAM H.NELSON :' No.52U -In Equity An Alleged Mental IncomI!etent : NOTICE TO WILLIAM H.NELSON Notice is hereby given that on February 16,1955,in the above entitled matter,the petition of the First National Bank of McKeesport,Monongahela, Pennsylvania,was filed praying the Court to adjudge the said William H. Nelson to be unable to take care of his property and to appoint a guardian for h1s estate and that on said date the Court thereupon made the following Order:: It;&nd now,this 16th day of'February,1955,the foregoing peti- tion baving been presented in open Court,upon due consider~tion thereof and upon motion of Arthur E.Ashton and Joseph J.Benedict,. Esquires,the Court fixes ,Monday,March 21,1955,at 11:,00 ,A.M. o'clock,Eastern Standard Time,or as soon thereafter as may 8m,t the convenience of the Court for a hearing on the foregoing peti- tion,and directs that ten days written notice thereof be given to the said William H.Nelson,and notice by registered mail be given to all the members of his immediate family,and it is further ordered and directed that an affidavit be submitted by a physician on the staff of the Washington County Home and Hospital,Washington, pennsylvania,as to the mental condition of the said William H. Nelson,in accordance with the Act of Assembly of June 28,19.5l,P.L.612,50 P.s.Sec.1761..,; BY THE'COunT: DAVID H.ilEINER,JudgeIt COMMONWEALTe:OF PENNSYLVANIA )SSe COUNTY OF WASHINGTON J. ,, ( ,/ o C-' W.WILSON G~iS1' .NOTARY PUBLIC Uy Commission ExpJr~s Fab.28,1951 Before me,the undersigned authority,personally appeared JOHN MWARD who being duly sworn according to law deposes and says that he served the foregoing notice and made the contents thereof mown to 'William H~Nelson at 596 west Chestnut Street,Washington,Pennsylvania,on the Bthdp.y of March ,1955,at \:'0 AM ,o'clock. lUAh;~ SWorn to and subscrib~ before me thi:i:/fC/i..day.o£~tI4<O~';i"955. IN THE COWON PLEAS COtRT OF WASHINGTON COUNTY,PENNSYLVANIA ~ I I I II •..•,. IN RE.APPOINntENT OF GUARDIAN , j.FOR THE ESTATE OF l il No.5241 -In ~quit1 I WILLIAM H40 NElSON • An Alleged Uental Incompetent I NOTICE TO ROBERT NELSON Notice is hereby given that on February 16,19,5,in the above entitled matter,the petition of the First National Bank of JlcKeesport,Monongahela, Permsylvania,was filed p~ing the Court to adjudge the eaid William H. Nelson to be unable to take care of his property and to appoint a guardian fo~ his estate and that on said date the Court thereupon made the following Ordera nAnd now,this 16th day of February,1955,the foregoing peti- tion having been presented in open Court,upon due consideration thereof and upon motion of Arthur E.Ashton and Joseph J.Benedict, Esquires,the Court fixes Vonday,March 21,1955,at llaOO A.Y. o'clock,Eastern Standard Time,or as soon thereafter as may suit the convenienco of the Court for a hearing on the foregoing peti- tion,and directs that ten days written notice thereof be given to the said William H.Nelson,and notice by registered mail be given to all the members of his immediate family,and it is further ord- ered and directed that an affidavit be submitted by a pl:wsician on the staffof the Washington County Home and Hospital,Washington, Pennsylvania,as to the mental condition of the said WUliam H. Nelson,in aceordance with the .lot of Assembly of June 28,1951,P.L.612,50 P.s.Sec.1761. BY THE COURTa DAVID H.mN?R..I~dge", Attorney for Pet!tioner ACCEPTANCE OF SmvrCE. I,Robert Nelson.having read the foregoing notice hereby accept service of the same. An Alleged )(ental Incaapetent OF GUARD IAN A.rthur E.Ashton Attorney at Law Pittsburgh,Pennsylvania J~A~,-e.D "•~,~t '''''- Joseph J.B!!tnedict A.ttorrey at Law IIDnongahela,Penn~Jlvan:ia = m RE:APPOIN~ FCR THE ESTA'IE OF WILLIAM H.NEISON ..:- e • ~_. 11lU:~Ii!~Ii!!IIe I !iI!II! e e 4t- • <--Smith BrOfJ.Co.Inc.,Printer..a.nd Publishers4U-436 Boulevard ot Allies,Pittsburgh 19,Pa.. I A:L~~ •••"•.. IN THE COMMON PLFAS COURT CF WASHIWTON COUNTY,PENNSYLVANIA .m RE:1£PPOINTMENT OF GUARDIAN : ••,, FOR THE ESTATE OF : WIlLIAM H.:NELSON -"I .An'£lleged Mental Incompetent ( PETITION-------- TO THE HONORABlE,']BE JUDGES OF SAID COURT: r The petition of tile First National Bank of McKeesport,Monongahela, Pennsylvania,fonnerly known a~First ~atio~i Barik of Monongahela,Pennsyl- --van~,next best friend of William H.Nelson,respectfully representsI: 1.-That on September 23"3935"your petitioner was appointed guard- ian of the estate of William H.Nelson,a minor,by the orphans'Court of Washington County,Pennsylvania,at No•.35"A.Ugust,Term,1935. 2.That on ~ugust 13,1941,the said William H.Nelson was can- mitted to the Torrance State Hospital,Torrance,,''Pennsylvania"because of a mental disorder"and that he was admitted to the Washington County"Hane am Hospital,WashiDgton".Pennsylvania"on OCtober 8,"1952,where he still resides 3.That the parents of said Wiilliam H.'Nelson are deceased.... 4~That the onlJr other members of the immediate family of William H.Nelson over twenty-ona years of age,and their last known addresses are as follows: Richard'Nelson,b:rother 8 Overdorf A:venue DuBois"Pe~sylvania John Glen Nelso~brother R.F.n~#1 Monongahela,~ennsylvania Donna M.Nelson,sister 418 Lincoln Avenue Charleroi,Pennsylvania Robert Nelson,brother R~Fp.#1 Monongai).ela,Pennsylvania ......-------...~ ..1 :.~,..,..•I' e .:;- 5.That on :March 24,1954,your petitioner filed its First ani .- Final AccoUDt as guardian of William H.le1:3on,minor,by reason of said ndnor attaining his majority on Janua~28,1950,which account showed $73.44 for distribution. 6.That on June 15,1954,the Orphans"Court of Washington County, Pennsylvania,decreed distribution of the balance of $73.44 as follows. Clerkls Costs ..$10.50 am $62.94 to the CommoIlrlealth of Pennsylvania,Department,of Revenue,Torrance State Hospital,Torrance,Pennsylvania,claimant;on account 'of claim. 7.That on November 19,1953,the said William H.Nelson was d'eemed permanent~incapable of self-support am incompetent by the veterans Kdministration,and death pension of 126.00 a month we.a awarded fran June 22, .•I1953,date of re-opening of the claim for Veterans Administration benefits on behalf of the said WUliam H.Nelson,aD!there 'is present~an aecrua1 of approximate~$468.00. 8~Xbat the miJxi of the said William H.Ne1:3on has become affected am he is unabie to take care of his_property axXl in consequence thereof is .liable to dissipate the same and become the victim of designing persons. WHEREFORE your petitioner prays your Honorable Court to ~djudge the said Wllliam H.Nelson to be unable to care'for his property aDd to appoint a guardian for his estate. FIRST NlTIONAL BANK <F MO KEESPORT MONONQ\HEIA,PENNSYLVANIA m~.~ I COUMONWEA.LTH OF PENNSYLVANIA)ss" COUNTY OF WASHINGTON ).. PersonaJ.~appeared'"before me,the undersigned authority J.E. Gleeson,Ass't Trust Officer Who;being d~sworn according to ]JawI deposes and says that the averments of fact set forth in the foregoing .petition are true am correct to the best of his lmcmledge,information and belief. SWorn to a5'8Ub.8cribe~ ~hi.8.L?~.~ofC/~~~__-..;;....~- ~...IJ.'M.W.lU:mr....r I Nc{-~.ry P~1Jlic ~p A .~~fL£10 C 236 FifU~ve,:..:T .,RIDclMYCV1~1.:l::;SlU.,E.e" JAl:'lUARY 6.1957 '.,.•• aIDER OF COURT ,1955,the/ '/Ifi?day ofAIDNCNf,this foregoing petition having been presented in open Cour t~on thereof and upon motion of Arthur E.Ashton and Joseph J.Benedict, Esquires,the Court fixes ~/~'~/I ,1955, at 1/:C/P .It.M.otclock,Eas~S'taI'dard Time,or as soon thereafter as may suit.the convenience of the Court for a hearing on the foregoing petition, am directs that ten days written notice thereof be given to the said William H~Nelson,ani notice by registered mail be given to all the members of his :immediate family,aDi it is further ordered and directed that an affidavit be subnitted by a physician on the staff of the Washington County Hane aDi Hospital,Washington,Pennsylvania,as to the mentaLcoDiition of the said William H.Nelson,in accordance with the Act of Assembly of June 28,1951, p.L.612,,0 P.s.sec.1761. Smith Bros.Co.InG..Printers and Publlshe1'8434-436 Bo:l1evard of Allies.Plttsburah 19.Pa. .-- C-J 4---'-- () _J) J - competent ..-~ Arthur E.AshtOh ........ Daniel J.parent Attorneys at LaW pittsburgh,pennsylvania Joseph J.Beredict Attorney at Law It>nongahel.a,Pennsylvania An Alleged Mental ( IN RE:APPOINTMENT Olf GUARDIAN I FOR THE ESTATE OF WJLLIAM H.NEISON IN THE COMAON PLEAS COlRT OF WASHINGTON COUNTY,PENNSYLVANIA NQ..524l -In Equity ~ ~ •.~ •• ,. e ~ - !.:'!!iI Iii j j I!iI!!iii! I~, Ii!:zi;1~!1I ilj ! iI!! IIirI, II!iII e ~ e ..,. '·w·~ & ...•.'.' IN 'lHE COMMON PLEAS COURT OF WASHINGTON COUNTY,PENNSYLVANIA IN RE:APPOINTMENT OF GUARDIAN FOR 'IRE ESTATE OF No.5~41 -In Equity WILLIAM H.NELSON An Alleged Mental Incompetent ..' DECREE 4 of'AND NOW,this 1\/'day of March,1955,this matter having come on for hearing upon petition of the First National Bank of McKeesport,next best frien of William H.Nelson,above-named mental incompetent person,and ten days written notice having been given to the said William H.Nelson,and notice by registered mail having been given to all the members of his immediate family, and ;the Court having heard the testimony of all the parties in interest and of all the witnesses,and being clearly satisfied because of positive testimony by Dr.A.o.Hindman that the said William H.Neison,who was present in Court,is not able because of incompetep.cy t9".,ta}!e care of his property and in consequenc..:'.',:.~~,.-~., thereof is liable to dissipate or'"lose the same and become the victim of ,design ine persons,the Court hereby appoints the First National Bank of McKeesport, Monongahela,Pennsylvania,guardian of.the estate of William H.Nelson,said guardian to act without,being required to file bond. "t IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA In Re: Estate of J WILLIAM H.NELSON, an incompetent. No.5241 In Equity ACCEPTANCE OF TRANSFER OF JURISDICTION BY ORPHANS'COURT AND NOW,this 21 st day of October,1971,it appearing that the Court of Common Pleas of Washington County,Pennsylvania,by Order dated October 21,1971 ,transferred the jurisdiction of the above------------ captioned estates to the Orphans f Court of said County. The transfer of the jurisdiction of the above captioned estate is hereby accepted. ..\ \ "lid'·OD N010~Jl H~l,(hL $,'"I'"J'"~r""SI!'\..,,,. I j I,....J '-..:u.v.;!<j O~!H::h -.-,~~;SrnJ - -, B2 6 UV 92 JJO IL 'OJ--fiJ ":"'..,..... -j:j:)0 ~t/--~Ie;1/ IN THE COURT OF CtMMON PLEAS OF WASHINGTON COUNTY,PENNA. ORPHANS'COURT DIVISION No.5241 In Equity IN RE: ESTATE OF: WILLIAM H.NELSON, An Alleged Mental Incompetent. PETITION FOR LEAVE TO MAKE PRIVATE SALE OF INCOMPETENT's REAL ESTATE--.:; ~ '-c::.. '"-t-.. '~.'~ .......... '-0 ~~1~~A~'~~~~~~~~v'~~J'\i'~d ~ i·~ --'- LAW OFFICES J .... '---' , ( ...<----~ BLOOM,BLOOM,ROSENBERG &BLOOM WASHINGTON TRUST BUILDING WASHINGTON,PENNSYLVANIA I :h5 -1:J-J ij .' IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION IN RE: ESTATE OF: WILLIAM H.NELSON, An Alleged Mental I:ro.competent. No.5241 In Equity PETITION FOR LEAVE TO MAKE PRIVATE SALE OF INCOMPETENT'S REAL ESTATE TO THE HONORABLE,THE JUDGE OF SAID COURT: The Petition of First National Bank of McKeesport,now western Pennsylvania National Bank,respectfully sta~es: 1.That William H.Nelson was adjudged an incompetent by Decree of Judge David H.Weiner,d~ed March 21,1955,and your Petitioner was appointed guardian of his estate by said Decree. 2.The incompetent is presently residing at 908 Chartiers Street,Washington,washington County,Pennsylvania. 3.The incompetent's estate consists of:A one-fourth (1/4th)undivided interest in real estate situate in Carroll Township,Washington County,Pennsylvania,with an appraised value of $6,000. 4.The names and addresses and relationships of the., parties of interest are as follows: Robert E.Nelson,Brother 80 North Raccoon Road,Apt.#84 Youngstown,Ohio 44515 John Glenn Nelson,Brother Meriden Connecticut 5.The incompetent has NO creditors known to the guardian. 6.It is proposed to sell real property located in Carroll Township,Washington County,Pennsylvania,more particularly described as follows: ALL that certain piece or parcel of land situate in Carroll Township,Washington County, Pennsylvania,bounded and described as follows, to wit: BEGINNING at a point in the Public Road at a ~orner common to lands of John Sampson,lands of David Rabe and the land herein describedi thence South 65°30'West,209 feet to a pointi thence North 23°30'West,209 feet to a point;thence North 65°30'East,209 feet to a point in the Public Road aforesaidi thence South 23°30'East, 209 feet to the place of Beginning.containing One (1)acre,more or less. BEING the same property that was conveyed to William H. Greisinger by deed of Mary Elizabeth Burgan and william H. Burgan,her husband,et al,dated April 2a.,1923,and of record in Deed Book Vol.506,page 393,Recorder's Office,Washington county,pennsylvania. The said William H.Greisinger died intestate on December 28,1934,leaving to survive him as his only heirs at law his wife,Anna May Greisinger and one son,William E. Greisi·rager.The said William E.Greisinger died intestate on October 16,1937,leaving to survive him as his only heir at law his mother,Anna May Greisinger.The said Anna May Greisinger died testate on July 4,1946,and by her Last Will and Testament dated April 21,1946,and of record in the Register of Wills Office,washington County,Pennsylvania in Will Book Vol.69, page 308,she devised the above described real estate in equal shares to Robert,Glenn,William and Richard Nelson,her nephews. The said Richard Nelson by Deed dated Novenber 23,1960, ~onveyed his undivided one-fourth (1/4th)interest in the above described real estate to his brother,Robert E.Nelson and same is of record in Deed Book Vol.page records of the Recorder's Office of Washington county,Pennsylvania. 7.Your Petitioner is not authorized to make sale of said interest since Section 443 of the Incompetent Estate Act (50 P.S.§3443)requires the court must first make a deter- mination that tre proposed sale is for the best interest of the incompetent. 8.It is your Petitioner's opinion that a private sale of the real estate involved would be of greater benefit to the estate of the incompetent since the consideration obtained under the private sale is better than could be obtained at a public sale.Attached is an Appraisal Report of c.S.Bateman,a licensed real estate broker,who is familiar with the value of real estate in and about Carroll Township.The Appraisal Report indicates that the proposed consideration is better than could be obtained at a public sale.The Appraisal Report,a copy thereof,is attached hereto and made a part hereof and marked Exhibit "A"I 10.The following offer to purchase has been received: (1)Louis J.Amati,III,Single,of Donora,Washington County,Pennsylvania,has agreed to the terms of the proposed sale which requires the purchaser to pay the total consideration of $7,000.00 upon delivery of the Deed. 11.No notice of the presentation of this Petition is necessary as all parties of interest have executed the Deed,a copy of which is attached hereto and made a part hereof and marked Exhibit "B",." By COMMONWEALTH OF PENNSYLVANIA) SS: COUNTY OF WASHINGTON ,who,being duly sworn according to law,deposes and says that5he is the !Js5i,7}-, Before me,the undersigned authority,personally appeared k:0t~/7~· ..,..' _o~,~f~-+~·~/~~~~~y=~·of Western Pennsylvania National Bank,and that he has personal knowledge of the facts set forth in the foregoing Petition and that the same are true and correct to the best of his knowledge,information and belief. . (/v:~·~· Sworn and subscribed to be fore me this ;gil.day Of 1971. HELEN B.JACOB,Notary Public PITTSBURGH,ALLEGHENY COUNTY.PA. MY COMMISSION EXPIRES OCTOBER 7,1974 r---------------------,,----,---,-----------,------------------.." I ~<...:..• -,c.S.BATEMAN,.AGENCY MARTIN WIlHOU.IIl.OWNllll •IlIlALTOll Il&AL ••TAT.AND IN.UIlANCIl ..00 II'ALLOWII'IItLD AVENUE CHARLEROI,PENNSYLVANIA TIlLllPHON...ea·S8Z' Hl".iMb Helace Weat mo..Real"CO. ~CIB1qA"Iowagnoe,CIaio.(a.JQS) ~Ie..,(tl'lk)'MJU.....\&SJd. ~311t..:,'1..~Il~, I).it.WI......PJuWr n..~1t ud teS,,.......root· W1V1 ap:'~I'N1aateJr tt .'1111'.1 '\bG ColMI'of ce1wIbU )f.CUfeU ~c__• PeNUlJ1Y1lDlAe Dear Sira I baw mlHJd the ""eo'..aperV eel·..berd1 "'tUna III epWCIl of tail'urtr.et ftlSae,baa"on t.b4I \hrM ap~roacbN \0 _1_,s.no.e, re"""'UOft 1.-.~11ltJ.Qftand ~IC...,and ccaparob1e al..or .Wlar properUn.. CQ'.?UTAn ...... ~ta1ii1 l&,SliO ~.''-1f .10 App!Qlld.llhtelJ 6O-6S ,.an or ag.. Depl'eeb.\1.and .,.tOlcsceoe Value of the 1aDd i!:atirlrlted fthIa froID ..,approeob _..·'...a!>$,OO...L,mIS.dO h OOO•OO ....fi,OOtJ:bO I,tbe 1IDdam~,do -..,oenu:r \ba'I aaa.,.oaretulq 1Upe (t.ecl this proper.,N\b 1DIide and _Ulde,and that to the beat of ., mOMled&e and bel1et \bII .stat.mw -de 1A tAla r ~t aft oorNO\. ~~t I Mft DO pel'8QD&l ,sm....,pNMD\or proepecUft 1ft till.pl'oper~,. that I define ....1",au \bel ,....,VOJ'\b of tbe tutva ~t.,ami that.t.iJt.appNlaal1a an ••u.a.t.a of \be.~.10 ~ 'I rf ". EXHIBIT "A" ,, ," \ ,D E ~J) THIS INDENTt.tRE~made the day of ,1971--------------1 B~TW~~N 'ROBERT E.NELSON~single,of Youngstown,Ohio;GLENN NELSON and ROSE NELSON,~his"wife,of Meriden,Connecticrlt;and WESTERN PENNSYLVANIA NATIONAL BANK,Guardian of the ~state of WILLIAM N~LSON,of Washington,Washington County,Pennsylvania;herein- after called the grantors, A N D LOUIS J.AMATI,III,single,of Donora,Washington County,Pennsylvania; he.reinafter called the grantee; WIT N E SSE T H,That in consideration of -----One and No/tOO ($1.00)---- Dollars in hand paido,the receipt whereof is hereby acknowledged,the said grantors do hereby grant and convey to the said grantee,' ALL that certain piece or parcel of land,situate in Carroll Township,Washington County,Pennsylvania,and bounded and described as follows,to wit: B~GINNING at a point in the Public Road at a corner common to lands of John Sampson,lands "of David Rabe,and the land herein described;thence South 65°30'West,209 feet to a point;thence North 23°30'West,209 feet to a point;thence North 65°301 East, 2Q9.leet tO,a point in the PUblic Road aforesaid;thence South 23°30' East,20~,feet to the place of beginning.Containing One (1)acre, more or.,iess. BEING the same property that was conveyed to William H. Greisinger by deed of Mary Elizabeth Burgan and William H.Burgan,her husband,et.al.,dated April 24,1923,and of record in Deed Book Vol.506, page 393,Recorder's Office,'Washington County,Pennsylvania. EXHIBIT liB II :1 j .\ i '. The said William H.Greisinger died,intestate,on December 28, 1934,leaving to survive him as his only heirs at law his wife,'Anna May Greisinger,and one son,William E.Greisinger.The said William E. Greisinger died,intestate,on October 16,1937,leaving to Rurvive him as hi only heir at law,his mother,Anna May Greisinger.The said Anna May Gr('i~inger died,testate,on July 4,1946 and by her LaAt Will and Testamen dated April 21,1946 and of record in the Register of Wills Office,Washingto County,Pennsylvania inWill Book'Vol.69,page 308,she devised the above described real estate in equal shares to Robert,Glenn,William and Richard Nelson,her nephews. The said Richard Nelson by deed dated November 23,1960 conveyed his undivided one-fourth (1/4)interest in above described real estate to his brother,Robert E.Nelson and same is of record in D.B.Vol. ,page records of the Recorder's Office of said---------- Washington County,P~nnsylvania. The true ~~d actual consideration herein is $7,000.00. c NOTICK--THIS DOCUMENT MAY NOT SELL,CONVEY,TRANSFER, INCLUDE OR INSURE THE TITLE TO THE COAL AND RIGHT OF SUPPORT UNDERNEATH THE ~URFACE LAND DESCRIBED OR REFERRED TO HEREIN,AND THE OWNER OR OWNERS OF SUCH COAL MAY HAVE THE COMPLETE LEGAL RIGHT TO REMOVE ALL OF SUCH COAL AND IN THAT CONNECTION,DAMAGE MAY RESULT TO THE SURFACE OF THE LAND AND ANY HOUSE,BUILDING OR OTHER STRUCTURE ON OR IN SUCH LAND.THE INCLUSION OF THIS NOTICE DOES NOT ENLARGE, RESTRICT OR MODIFY ANY LEGAL RIGHTS OR ESTATES OTHERWISE CREATED,TRANSFERRED,EXCEPTED OR RESERVED BY THIS INSTRU- MENT.(This notice is set forth pursuant to Act No.255,approved Septe 10,1965.) I, And the said ROBERT E.NELSON~single;GLEN~NELSON and ROSE NELSON,his wife;and WESTERN PENNSYLVANIA NATIONAL BANK, Guardian of the Estate of WILLIAM NELSON;grantor,s will warrant generally the property hereby conveyed. IN WITNESS WHEREOF,the said grantors have,hereunto set their hands and seals,the day and year first above written. Seal~d and delivered in pr~sence of: (Seal) 1//'_~~~~!::::2::3-L-J.J~~~~(~S.=:ea~l~).J­ Glenn Nelson ~~~-'2~,Rose Nelson ., (Seal) WESTERN PA.NATIONAL BANK, Guardian of the Estate of WILLIAM NELSON By (Seal)--------------~-~i .1 STATE OF OIDO ) SSe : COUNTY OF mllhm tia ..V On this,the.:l7i day of s~t-,Jec ,1971,before me,a Notary Public,the undersigned officer,personally appeared ROBERT E.NELSON,known to me (or-satisfactorily proven)to be the perso whose name is subscribed to the within instrument,and acknowledged that he executed the same for the purposes therein contained. In Witness Whereof,I hereunto set my h\nd and official seal......~tf~ FRANK E.LOMICKA,N:~tary P'ublic Comms.'Expires:MAiiONING &TRJI.BUll COUNTIES My Commiulon Expires lui)'25,1~7a ...."'...... STATE OF CONNEC!I.CUT ),..~U COUNTY OF~~)SS'''-.)•.fl •~~-'. Onthis,'the W'J<iay of ~,1971.before me,a Notary Public,the undersigned officer,personally appeared GLENN NELSON and ROSE NELSON,his wife,known to me (or s~tisfactorilyproven) 'lobe the persons whose names are subscribed to the within instrumet;lt,and acknowledged that they executed the same for the purposes therein contained. .. In Witness Whereof,I hereunto set my hand and official seal. COMMONWEALTH OF PENNSYLVANIA ) SSe : COUNTY OF WASHINGTON ) On this,the day of--------------1971,before me a Notary Public,the undersIgned officer,.personally appeared ___________--who acknowl~dged~imse1f to be the _ __________of WESTERN P$NNSYLVANIA NATIONAL BANK, a corporatioIl,and that he as such ,being----'---------- authorized to do so,executed the foregoing instrument for the purposes therein contained by'signing the name of the corporation-by himself as In Witness Whereof,'I hereunto set my hand and officiil seal. €omms.Expires:---------- IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY"PENNSYLVANIA ORPHANS'COURT DIVISION IN RE: ESTATE OF: WILLIAM H.NELSON,No.5241 In Equity An Alleged Mental Incompetent. DEC R E E AND NOW,this ~l~day-O~~1971,upon c6nsideration of the annexed Petition,the Court,finding the I proposed sale 1.S for the best interest of William H.Nelson ! I ufuder the prc;>visions of Section 443 of the Inc~mpetent's Estate !I IA9t of 1955;that all parties of interest are aware of the !: Pfesentation of the annexed Petition as they are the same parties, IIih~ving an interest in said 'real estate;and that the sale price :1of the real estate is better than can be ob~ained at a public ; s~le;that Western Pennsylvania National Bank,guardian of the Estate of William H.Nelson,upon receipt of the incompetent's;i :1 sfuare of the purchase price,as provided in the annexed copy !I·1of the Deed,is authorized and directed to convey the premises I·iI located in Carroll Township,Washington County,pennsylvania, I:,. Ii •bEt1.ng: BEGINNING at a point in the Public R.ad at a corner cGmmon to lands of John Sampson,lands of David Rabe and the lc!lnd herein,described;thence South 65°30'West,209 feet to a:ipoint;thence North 23°30'West,209 feet to a point;thence N<!>rth 65°30'East,209 'feet to a point in the Public Road aforesaid;thence South 23°30'East,209 feet to the place of B~ginning.Containing One (1)acre,more or less. Ii I II ALL that certain piece or parcel of land,situate in C~rroll Township,washington County,Pennsylvania,bounded and described as follows,to-wit:I . II I~.' l..•.• BEING the same property that was conveyed to William H. Greisinger by Deed of Mary Elizabeth Burgan and William H. Burgan,her husband,et aI,dated April 24,1923,and of record in Deed Book Vol.506,page 393,Recorder's Office,Washington county,Pennsylvania. The said william H.Greisinger died intestate on December 28,1934,leaving to survive him as his only heirs at law his wife,Anna May Greisinger and one son,William E. Greisinger.The said William E.Greisinger died intestate on October 16,1937"leaving to survive him as his only heir at law his mother,Anna May Greisinger.The said Anna May Greisinge died testate on July 4,1946,and by her Last will and Testament dated April 21,1946,and of record in the Register of Wills Office,Washington County,Pennsylvania,in Will Book Vol.69, page 308,she devised the above described real estate in equal shares to Robert,Glenn,William and Richard Nelson,her nephews. The said Richard Nelson by Deed dated November 23,1960, conveyed his undivided one-fourth (1/4th)interest ill the above described real estate ,to his brother,Rober:t E.Nelson and same is of record in Deed Book Vol.page records of the Recorder's Office of Washington County,Pennsylvania. ..' .... '.';' 15317 MICHAEL .E.KUST ATTORN URISSEY,AT 12 NOR'VH JEFFERS ~W CANONSBURG ON AVENUE.PENNSYLVANIA " ,I l·.- ., ............. ,-•---·c-......'.-~'T --.-.-,-"..-_.'.'.-....,".,.'...'".''''''...... IN THE' COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA In R~: r .'"Estate of WILLIAM H.NELSON, ·an incompetent. ) ) ) ) ) No.5241 In Equity .. D ~C R E E ...,;.t, AND NOW,this 21st day of October,1971,the above captioned Guardianship is forthwith transferred to the Orphans'Court pursuant ·to 'Section 301.(4.1)of the Orphans'Court Act of 1951,as amended,and that Court hereafter shall have exclusive jurisdiction the reof. The Prothonotary is directed to transmit all papers to the Clerk of the Orphans I Court upon payment of record costs,if any. From the record; " , .J ....''''n--.J .··e ::.~~rn ::0 .....r'P.. ~lj (,;')c::;c..::>1"""-...,.,..({»~.......(/')_...;:~(:/1-:.c:--,rTl 1""71.;l rr,r,"-,r M ~n-i ;7J ;-''='.~c·:;::',,",~"-,.....:::::::00 ':-)=E 1;:~:-1:: 0 ::J.l.r-t.O:z:I:J r 0:.t>(fl .'-' (.N .\.,\ ........... /' ---------------Ij l I IN THE COUT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA IN THE MATTER OF: THE ESTATE OF: WILLIAM H.NELSON, AN INCOMPETENT ORPHANS'COURT DIVISION NO.5241 of 1955 ~?>-1/-/ote ~ FIRST AND FINAL ACCOUNT CODE: Filed on behalf of Equibank,(formerly Western Pennsylvania National Bank,formerly The First National Bank of McKeesport) Counsel of Record of this Party, Bloom Bloom &Associates Washington Trust Building Washington,PA 15301 (412)288-2700 Pa.1.0.No.05432 ~'t(d ,.O-:()~<'t"'.~1"'1.I , "J.j ~\-(,J, I..'.','I I '.I ,,)"~i ~ Slllt,:."\:":"';'_'.' I do certify that'l have given legal notice to all persons d f J .(."',,.f the within c:cc:nmt in the manner pre-concenle 0 t lC JI.I,lg 0 'b d b S~at'll"a"c{I")"']e oJ~Ce...I L<J !:v1<lenced by proofs5L1'l e Y •...,~.\•••/~_fg-o~S7thereoffiledtoNo.b oJ I d .[.C··.,J ""al this S,t:IL dayW'itness my hanc an 0iJ i:.•~....y .. #h1 /.-./19 if./Jof>..~L.!.."""'7..-····..····~ ~J-A j /J~:~.'_.."~LJ....L.l~t~::~1·~ THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION NO.1064-1971 FIRST AND FINAL ACCOUNT EQUIBANK,(FORMERLY WESTERN PENNSYLVANIA NATIONAL BANK,FORMERLY THE FIRST NATIONAL BANK OF MCKEESPORT), GUARDIAN OF THE ESTATE OF WILLIAM H.NELSON,AN INCOMPETENT Account No.17-2392-00 Account Stated to:February 29,1988 SUMMARY SCHEDULE A PRINCIPAL -PERSONALTY Receipts Pages 1-10 $ ,5,966.16 Amount transfered from ./Income Personalty Page 10 540.64 $6,506.0 Disbursements Page 11 4.258.1 Balance $2,248 69 SCHEDULE B INCOME -PERSONALTY ~ Receipts Pages 12-13 $17,085.17 4 Disbursements Page 14 $16,156.62 ·Amount transfered.to Principal Personalty Page 14 540.64 16.697.~6 388 48 Balance $2,637 17 SCHEDULE C II PRINCIPAL REALTY II Receipts Page 15 $1,750.PO i/ Disbursements Page 15 1.750.00 Balance -p- Net Balance $2,637 17 III I I WILLIAM H.NELSON,AN INCOMPETENT The balance consists of the following: Principal Cash $98.)2 Equibank Burial Reserve Accpunt #0370067811 1,250.7 $900.00 TFA Goverrument Agency Portfolio 900 .lO $2,248,69 .Income Cash 388 48 Net Balance $2.637 17 II II ! I, iIII I ~I I IIII I I I I I . ---- WILLIAM H.NELSON,AN INCOMPETENT SCHEDULE A PRINCIPAL -PERSONALTY RECEIPTS 1955 May-06 Trea:surer of the United Sta:tes Veterans Administration benefits $588 03 Add :.to Principal 1959 !, Dee:24 AndeTson &Anderson,Attorneys- at-Law,share of comdemnation awa.rd from Department of Highways $200.00 Treasurer of the United States Veterans IAdministrationbenefits Ireceived06/06/55 to 02 1 103/31/65 3,530.I Accrued interest on Equibank Burial Reserve Account received 01/18/84 to 01/06/88 250.17 !3,980 19 1 "; Assets Purchased II, I I1957 ISept.03 West~rn Pennsylvania National IBank,Common Trust Fund "A"I I 20 units at 9.90 $198.00 1983 : ·1JUly05Equipank Burial Reserve Account #0 370067811 $1,000.00 Schedule of Shor t Term I·Investments I1963 June 24 $70O.00 Do 11 ar Savings IBank,savings account 700.00 I Redemption 08/25/64 700.00 O- il Amount Forward $4,568 221 -1- .1 WILLIAM H.NELSON,AN INCOMPETENT Amount Forward $4,568 22 Oct.23 $100.00 Western Pennsylvania National Bank,savings account $100.PORedemption01/12/71 100.00 0- 1964 Aug.26 $100.00 Western Pennsylvania National Bank,savings account $100.~O Redemption 01/12/71 100.00 0- Aug.26 $700.00 Western Pennsylvania National Bank,certificate of deposit;4%due 11/26/64 $700.PORedemption03/06/67 700.00 0- 1967 Mar.03 $700.00 Western Pennsylvania INationalBank,cer ti fi cate of deposit;4.50%due 09/03/67 $700.00 Redemption 04/15/68 700.00 0-I Nov.06 $425.00 Western Pennsylvania Na tionaI Bank,savings account $425.~O !Redemption 01/12/71 425.~O ,i 0- I'I 1968 Apr.24 $700.00 Western Pennsylvania National Bank,savings account $700.DORedemption01/12/71 700.PO 0- 1971 Jan:"13 $1,325.00 Dollar Savings IandLoanofBeaver, 0-1 savings account $1,325.boRedemption01/24/72 1,325.bor I, Amount Forward $4,568 22' I -2- I WILLIAM H.NELSON,AN INCOMPETENT Amount Forward $4,568 22 May 06 $200.00 Fort Pitt Federal Savings and Loan Association savings account $200.PO Redemption 05/08/80 200.00 0- Nov.12 $1,000.00 Fort Pitt Federal Savings and Loan Association savings account $1,000.pO Redemption 05/08/80 1,000.00 0- 1972 Jan:27 $1,725.00 Fort Pitt Federal Savings and Loan Association savings account $1,725.pO t-Redemption 05/08/80 1,725.00 1980 May 12 $2,000.00 Sears Master Note $2,000.pO Redemption 12/31/80 2,000.PO 0-1 May 27 $1,000.00 Sears Master Note $1,000.PO I I Redemption 12/31/80 1,000.00 0- 1981 I"Jan.02 $3,000.00 Federated Master to- I ITrustNote$3,000.00 I!Redemption 04/21/81 $1,000.00 00 IIRedemption12/29/81 2,000.00 3,000. Apr.21 $900.00 Uni ted Stat.es I Government Note $900.00 Redemption 02/24/82 $100.00 Redemption 04/26/82 100.00 Redemption 05/11/82 100.00 Redemption 08/26/82 600.00 900.DO I 0- Amount Forward I $4,568 22 I I I '. I -3- ", WILLIAM H.NELSON,AN INCOMPETENT Amount Forward $4,568 22 Dec.29 $2,000.00 Trust for Short Term United States Government Securities Master Note $2,000.pO Redemption 08/26/82 $400.00 Redemption 09/09/82 100.00 Redemption 02/09/83 200.00 Redemption 04/22/83 100.00 Redemption 07/05/83 1,000.00 Redemption 08/29/83 200.00 2,000.~O 0- 1982 May 06 $100.00 Federated Master Trust Note $100.pO Redemption 12/14/82 100.pO 0- Aug.05 $100.00 Federated 100.~0MasterTrustNote$ Redemption 12/14/82 100.pO 0- Aug.26 $1,000.00 Federated IMasterTrustNote$1,000.pO I Redemption 12/14/82 1,000.00 I 0- Dec.14 $1,200.00 Trust for Short Term United States ! IGovernmentSecuritiesi p I!Master Note $1,200.o I Redemption 08/29/83 $800.00 Redemption 09/27/83 200.00 Redemption 01/27/84 200.00 1,200.00 0-I 1983 Jan.10 $100.00 Trust for Short Term United States Government Securities IMasterNote$100.PORedemption01/27/84 100.pO 0-1 Amount Forward $4,568 221 "I " ! II I -4- WILLIAM H.NELSON,AN INCOMPETENT Amount Forward $4,568 22 Feb.07 $100.00 Trust for Short Term United States Government Securities Master Note $100.00 Redemption 01/27/84 100.00 0-,. Jun.07 $100.00 Federated Master Trust Note $100.00 Redemption 12/09/83 100.00 0- Aug.29 $1,000.00 General Electric Credit Corporation Master Note $1,000.00 Redemption 12/12/83 1,000.00 0- Sept.29 $200~00 Federated Master I 0-1 Trust Note $200.100 Redemption 12/09/83 200.00 1Oct.11 $100.00 Federated Master Trust Note $100.00 Redemption 12/09/83 100.00 !~O- iDec.12 $1,400.00 Trust for Short II Term United States IiGovernmentSecurities Master Note $1,400.00 tn- .Redemption 01/27/84 1,400.00 1984 Jan.27 $1,800.00 Federated Master Trust Note $1,800.00 . Redemption 04/06/84 $100.00 Redemption 04/20/84 100.00 Redemption 05/07/84 100.00 Redempti on 06/07/84 100.00 Redemption 09/07/84 100.00 IIRedemption12/07/84 100.00Redemption12/11/84 1,200.00 $1,800.00 0- Amount Forward $4,568 221 I -!l- ·, WILLIAM H.NELSON,AN INCOMPETENT Amount Forward $4,568 22 I Feb.02 $100~00 Federated Mast~r Trust Note $100.~O Redemption 12/11/84 100.00 0- Apr.04 $100.00 Federated Master Trust Note $100.00 Redemption 12/11/84 100.00 0- May 03 $100.00 Federated Master Trust Note $100.00 Redemption 12/11/84 100.00 0- Jun.05 $100.00 Federated Master Trust Note $100.~ORedemption12/11/84 100.~O 0- Jul.03 $100.00 Federated Master Trust Note $100.pO Redemption 12/11/84 100.~0- Sept.06 $100.00 Federated Master I Trust Note $100.~ORedemption12/11/84 100.00 1-0- Oct.04 $100.00 Federated Master ! 0-1,Trust Note $100.PO IIRedemption12/11/84 100.00 iI IDec.04 $100.00 Federated Master Trust Note $100.00Redemption12/11/84 100.00 0- Dec.11 $2,000.00 Trust for Short Term United IStatesGovernment Securities Master Note $2,000.PORedemption01/09/85 2.000.DO 0- I Amount Forward $4,568 I22 I "- I -6- ; WI LL IAM H.NELSON,AN INCOMPETENT , Amount Forward $4,568 22 1985 Jan.09 $2,000.00 Federated Master Trust Note $2,000.~O Redemption 04/19/85 $100.00 Redemption 05/07/85 100.00 Redemption 08/07/85 100.00 Redemption 09/06/85 100.00 Redemption 12/09/85 100.00 Redempti on 01/08/86 100.00 Redemption 04/30/86 500.00 Redemption 05/08/86 100.00 Redemption 06/09/86 100.00 ! Redemption 09/08/86 100.00 ! Redempti on 10/08/86 100.00 Redemption 11/10/86 100.00 Redemption 12/08/86 100.00 Redemption 12/30/86 300.00 $2,000.bo o- J I Apr.03 $100.00 Federated Master lodo ITrusitNote$ Redemption 12/30/86 100.PO 0-1 IMay06$100.00 Federated Master Trust Note $100.pO Redemption 12/30/86 100.00·!rlIIIJun.04 $100.00 Federated Master II 0-1 Trust Note $100.boRedemption12/30/86 100.PO Aug.05 $100.00 Federated Master 10-Trust Note $100.boRedemption12/30/86 100.00 Sept.05 $100.00 Federated Master I Trust Note $100.pO Redemption 12/30/86 100.00 0- Oct.04 $100.00 Federated Master ITrustNote$100.bo I Redemption 12/30/86 100.00 -0 Amount Forward $4,568 22 1 I -7- WILLIAM H.NELSON,AN INCOMPETENT Amount Forward $4,568 22 Dec.05 $100.00 Federated Master Trust Note $100.pO Redemption 12/30/86 100.00 0- 1986 Jan.07 $100.00 Federated Master Trust Note $100.PO Redemption 12/30/86.100.PO '0- Feb.06 $100.00 Federated Master Trust Note $100.~O Redemption 12/30/86 100.PO 0- May 06 $100.~0 Federated Master Trust Note $100.00 Redemption 12/30/86 1000j 0- Jun.05 $100.00 Federated Master $I 0-1 Trust Note 100.100 I Redemption 12/30/86 100·1QJ! Jul.03 $100.00 Federated Master Trust Note $100.00 Redemption 12/30/86 100.00 -0-, 1 I Sept.05 $100.00 Federated Master i IIITrustNote$100.00 IiRedemption12/30/86 100.00 I 0- Oct.07 $100.00 Federated Master I Trust Note $100.00 Redempion 12/30/86 100.00 0- "INov.06 $100.00 Federated Master Trust Note $100.00 IRede~ption 12/30/86 100.00 0-. IDec.03 $100.00 Federated Master Trust Note $100.00 IIRedemption12/30/86 $100.00 0-' Amount Forward $4,568 .22 I -8- WILLIAM H.NELSON,AN INCOMPETENT Amount Forward $4,568 .22 Dec.29 $100.00 Federated Master Trust Note $100.00 Redemption 12/30/86 100.00 r-O- Dec.30 $2,000.00 Short Term United States Government Securities Fund $2,000.00 Redemption 01/07/87 2,000.00 0- 1987 Jan.12 $2,000.00 Federated Master Trust Note $2,000.00 Redemption 01/13/87 $100.00 Redemption 02/09/87 100.00 Redemption 03/09/87 100.00 Redemption 04/30/87 500.00 Redemption 05/12/87 1,200.00 2,000.00 -0- Jan.16 $100.00 Federated Master ! ITrustNote$100.001 Redemption 05/12/87 100.001 -0-1 Feb.05 $100.00 Federated Master I Trust Note $100.00 Redemption 05/12/87 100.00 !-OlI Mar.05 $100.00 Federated Master III Trust Note $100.00 -0-1Redemption05/12/87 100.00 I Apr.07 $100.00 Federated Master Trust Note $100.00 Redemption 05/12/87 100.00 -0- May 05 $100.00 Federated Master I Trust Note $100.00 ' Redemption 05/12/87 100.00 I·-0- Amount Forward $4,568 .22, I .1 -9- WILLIAM H.NELSON,AN INCOMPTENT Amount Forward $4,568 .22 May 12 $1,700.00 TFP Prime Portfolio $1,700.00 Redemption 12/18/87 1,700.00 ~o- Jul.07 $100.00 TFP Prime Portfolio $100.00 Redemption 12/18/87 100.00 0- Dec.18 $1,800.00 TFA Government Agency Portfolio $1,800.00 Redemption 01/14/88 1,800.00 ~O- 1988 J"iii":"14 $100.00 TFA Government Agency Portfolio $100.00 Redemption 01/14/88 100 'I.Q.Q 1-0- Jan.14 $1,900.00 TFP Prime I Portfolio $1,900.00 Redemption 02/28/88 $1,000.00 IUnredeemedbalanceI 02/29/88 900.00 1,900.001 1-0- Gain on Conversion of Assets 1I 1 I1963II Jun.I06Proceeds,sale 20 units I 1 Western Pennsv1 vania I National Bank Common Trust Fund "A"at I 12.3356 $246.71 Investment Value 198.00 48 .71 f 4,616 .93 Amount transferred from Principal IRealty 1.349 .23·Total Receipts $5,966 .16 Amount transferred II IfromIncomePersonalty540.64 $6.506 .80 1 I I -10- WILLIAM H.NELSON,AN INCOMPETENT Amount Forward DISBURSEMENTS Administration Expenses 1957 Jan.10 Wi 11 i am Hu r re 11 ,notary fee $.'75 1959 Mar.21 William Hurrell,notary fee .~5 1962 Mar.22 William Hurrell,notary fee 1.PO 1971 Nov.16 Register of Wills to I I I transfer jurisdiction 5.PO I r I1988 Feb.29 Bloom,Bloom &Associates, Attorneys-at-Law,professional ,~services rendered 250.pO I i, " Feb.29 Equibank,t ermi na ti on I fee 250.pO 'IFeb.29 Register of Wills,cost IoffiIingthisaccount30.PO I Equibank,guardian compensation fee 03/22/62 to 09/08/82 242.P3 $779 53 Principal Distributions William Nelson,remittances paid 05/12/55 to 01/15/68 3.478 58TotalDisbursements$4.258 11 ,L.- I II, I -11- I WILLIAM H.NELSON,AN INCOMPETENT SCHEDULE B INCOME -PERSONALTY RECEIPTS Treasurer of the United States Veterans Administration received 04/30/65 to 07/06/87 $13,578 00 Interest -Savings Accounts Dollar Savings Bank received 01/07/64 to 08/25/64 $25.67 Dollar Savings and ILoanofBeaver received 01/18/72 61.142 IFortPittFederal Savings and Loan I Association received 07/06/71 to 05/08/80 1,309.21 West Penn National I JIiBankreceived12/21/64 IIto01/12/71 187.13 i 1,583 Interest -Corporate Notes I Federated Master Trust received 01/02/81 to 10/05/81 $916.28 Trust for Short Term IUnitedStatesGovernment Securities Master Note received 04/21/81 to 02/02/84 $503.34 1/I Amounts Forward $62'$15,161 I1,419.43 I II I -12- I - WILLIAM H.NELSON,AN INCOMPETENT Amounts Forward $1,419.62 $15,161 43 Sears Master Note received 05/12/80 to 01/08/81 214.81 Short Term United States Government Securities Fund 01/03/85 to 02/03/87 17.58 I General Electric Credit Corporation Master Note received 09/02/83 to 01/04/84 27.28 TFP Prime Portfolio received 06/03/87 to 02/01/88 79.69 TFA Government Agency Portfolio received 12/31/87' to 02/01/88 9.19 1,768 .17 Interest -Certificates of Deposit I I $700.00 Western Pennsylvania National Bank,4%due 11/26/64 73.22 $700.00 Western Pennsylvania c..-.National Bank,4.25%due 09/03/67 30.07 I 103'.29 i Interest -Common Fund Distributions III II Western Pennsylvania National Bank,Common Trust Fund "A" 20 units 11/30/57 to 06/03/63 52 .85 Total Receipts $17,085 .74 t- II I -13- WILLIAM H.NELSON,AN INCOMPETENT DISBURSEMENTS Administration Expenses Commonwealth of Pennsylvania, 1973 and 1974 state individual income taxes paid 03/05/73 to 03/28/74 $8.8 Equibank,i n·come taken 08/01/67 to 04/29/87 $2.682.~4 $2,690 42 Income Distribution 1982 Feb.24 Inter Ocean Insurance,Ii fe insurance premium $51.04 William H.Nelson, monthly remittances paid 0204/15/64 to 03/06/87 9,850. IWilliamH.Nelson,clothing I Iallowancespaid07/19/67 I to 02/09/83 2,925.00 I Paul Lucas,purchase made I I by William H.Nelson paid i08/01/67 23.p5 III Ben Reynolds Music Store,I IIpaymentinfull,paid 08/01/67 21.p9 WiIHamH.Nelson,phone bi 11 paid 1.0/22/69 25.no William H.Nelson,Christmas spending money paid 12/24/69 I e.....-to 12/07/78 570.~o 13,466 20TotalDisbursements$16,156 62 L.- Amount transferred to IIPrincipal-Personalty 540 64 1 $16,697 26 t.-- ..... I -14- --_._- ,...' WILLIAM H.NELSON,AN INCOMPETENT SCHEDULE C 1971 Oc t •17 PRINCIPAL -REALTY RECEIPTS An undivided one-fourth (1/4) interest in all that certain piece or parcel of land situate in Carroll Township,County of Washington and Commonwealth of Pennsylvania being recorded in the Recorder's Office of said County in Will Book Volwne Number 69,page 308 containing one (1)acre, more or less (appraised value $6,000.00) Guardian's 1/4 interest $1,500.00 1971 Nov.09 Gain on Conversion of Assets DISBURSEMENTS Amount Forward 215.77 V 215.77 $1,750.00 1,500.00 !250'.00 i ~0-IlI I $ $ 17.50 125.00 3.17 18.75 21.18 10.00 20.17 $ One-fourth (1/4)expenses regarding sale of property situate in Caroll Township,County of Washington,Pennsylvania to Leo Ama ti : Local stamps Broker's commission Pro-rate taxes Attorney's fee 1970 delinquent taxes Fire hydrant 1971 taxes Proceeds,sale of property situate in Carroll Township, County of Washington, Pennsylvania to-Leo Amati Investment Value Total Receipts 09 1971 Nov. -15- WILLIAM H.NELSON,AN INCOMPETENT ·," Amount Forward $215.~7 Nov.1]Bloom,Bloom,Rosenberg & Bloom,Attorneys-at-Law, professional services rendered 185.00 $400 77 Amount transferred to Principal -Personalty 1 349 23 Total Disbursements $1,750 00 - II II I I i i II II Ii I I I III I -16- Estate of WILLIAM H.NELSON,AN INCOMPETENT COMMONWEALTH OF PENNSYLVANIA SS COUNTY OF WASHINGTON to (former"y a cording 0 he accou t he accou t before 1988. EQUIBANK,(f Pennsylvania GUARDIAN Doris J.Johnson,Senior Administrato , Western Pennsylvania National Bank),being law deposes and says that the disbursement shown i have been made to the parties entitled as stated is true and correct as she verily b th s ~tL -t day f -------hi" ub ~lvtlll'l j ilL inA.Jjvr';'NY l'Utill' PITJSBURGH,ALLE ~ENY COUNTY MY COMMISSION EXPI ES MAY 30 19!8REQUESTFORDISTRIBUTIONMpmber.peonSYlvala As oclatlO4l at Notifies Accountant requests that distribution be determine b~the Court in accordance with the Petition for Dis ribution 0 De offere in evidence at the audit of this account. Sworn and subscri bed -------~----------, EQUIBANK,(f(rmerly We te nPennsylvanialNationalan), GUARDIAN BY:_&~~g~-~-~dmTnTstrDor i s J.J 0 hr o ,Seni r to .1 \ I' .,....~ ..~ WILLIAM H.NELSON, Incompetent, ....1 ()o7 Q!uun uf Q!ummnu 'leas uf llus4ingtnu Q!uunty, Jeuusyluauia (@rp4aus'Q!uurt iJinislnU No.63-5241 of 1955 63-71-1064 In the matter of the First and Final ESTATE OF Account of EQUIBANK,Guardian. For:EQUIBANK,Guardian. ADJUDICATION AND DECREE And naw June .i ,19~,this matter having came on for hearing,audit and distribution and testimony taken;upon due consideration thereot the bal- ance for distribution in the hands of the Accountant is determined to be $2 ,665 .00 and the account is accordingly confirmed;and it is ordered,adjudged and decreed that the said bal- ance 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 taken herefrom sec. leg.BY THE COURT, .~J' SCHEDULE OF DISTRIBUTION' Balance per account--1 Debit per audit 27.91 $2,637.17 ().".ro t". Balance -'--I $2,665.08 Attorney_"B"L_O_O_M-.:,_B-:;L,:","O_O-:M::,"",,"""&_A_S:;-S_O_C=--IA_T_E_S ---,_ Sherman H.Siegel,Esq. PERSONALTY Burial Reserve Equibank Account #0370067811 to be r~tained by Equibank.~,250.17 1,414.91 Richard Nelson,brother of incompetent.,for the ,414.91 benefit of William H.Nelson,to be held in trust,at interest,in a federally insured bank or savings and loan,disbursements to be made only after all governmental benefits are exhaus ed.NO BALANCE' No.63-5241 of 1955 In the matter of the First and Final Account of EQUIBANK,Guardian ~. of Estate of WILLIAM H.NELSON, Incompetent. Ailj1Wiratinu aoo Illtrrtt Val S-5--~20'.2- BLOOM,BLOOM~SOCIATES Attorneys at~aw 24§Washington Trust Bldg., tva.shj.~n:gf<:)6-J,Pa.15301 G:3-'7/-/0bY 66fj 0 IN THE ORPHANS'COURT OF WASHINGTON COUNTY,PENNSYLV.-\NIA. ,Io• IN RE: ESTATE OF william H.Nelson,an Incompetent----_._-_....._---_....-_.- NO.52j}-o~_!~.??.._ _..__ KNOW ALL MEN BY THESE PRESENTS,That,._~ic?ar~Nelson d h b \kId h o.d f k'rn'ibank Guardianoereyacnowegetoavereceiverom__.~~_.__...~_=~...:.-._ I._----........ _,u o ~.a-_._.______----------;;...-';._-_._--- <._\..c- o.the sum of ..._One.-thQ~d fouLD..tIDQ,red J..9.ill"!~I)..anSi 91/100 -:i:.o~i:.-,-~_~__,=(T'rv.f 0 ($.-L.AJA•.91._~.)Dollars in full of the amount awarded me under the Decr~e :of thi Ofphans'.~.,T'. '.5241 of 1955 z..u ,.Court of Washmgton County,Pennsylvama,made at No..~..~.;;.._...:::2.--:'...;.• • '0 ~.~~N WITNESS my hand and seal this.LZ.~._day of June _~S-...:._,1 9~~"f'I)•OJ Witness: '-~~Richard Nelson (SEAL) ~n t4r arnurt nf QTnmmnn Jlru.a nf mu.a4ingtDu arnunty (@rp4un.a'arnurt iitti.alnn In the mllltter of the Audit of Account in j Estate of WILLIAM H.NELSON, incompetent, ·For EOUIBANK,Guardian • ., TO THE AUDITING JUnGE: 5241 of 1955No....... Enter m--=.y .appearance for ....:E=-Q""c.:U:...:I=.:B=.A::.=N:..:K~,--=G:....:u::.;a=r..:d:.:i=.:a=n:...-_ ~ermandayof.:...-::....--> 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 s·tated in a separate paper. Council suggesting proper distribution shall file a separate concise state- ment in that regard. I N~5241 of 1955 In re AudIt of Account In Estate of WILLIAM H.NELSON,Incompetent, ~,:;:'i--------r0 '----,j AUDIT 'rarripr fur !\ppraraurr FOR EQUIBANK,Guardian. BLOOM,BLOOM &ASSOCIATES By: Sherman--n:-Siegel ~2 Attorn&)" ---'~_...--..-----------.',--,_._,~~-,-,._-----~-------~--~----------...,..,.....,..--" Form for Guardian or Trustee "lilinn I;ur Aubit lin W~t (@rp~an.6·Qtnurt nf lIasQingtnn <tInunty J Estate of ~.!.~~.!~~..~~.~~~g~..!.. Incompetent For ~.9.~~.~~.~.~.!S?~.~E.9..~~.~. minor-incompetent-llfe tenant Date of tr:ust .March 21,1955orguardIanshIp .. If there have been.former accounts filed in this estate,list:..' Filed at No :?.~..th..of 19 ~.?. ..EQUIBANKFIduCIary . Place o~record 1064 0 f 1971 o.C•of appolntment.... Reason for filing this account...:~.~.~9.}.y.~.~.9.y.9..~<;I.~!:':.;:.9:~.?,;!}.!?tJ:.~p... All persons having any interest,vested or contingent (including claimants),in the fund now before the Court, with the nature of their interests are: EQUIBANK ~guardian RICHARD NELSON -brother ROBERT E.NELSON -brother JOHN GLENN NELSON -brother MARGE DISCHER -operator of boarding home DONNA CURRAN ~sister All of said parties have received notice as required by the Court Rules except as follows: "I •• Except John Glenn Nelson whose whereabouts is unknown and with whom no contact has been had in over five years. 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 .':f'._!':I ,~• •~ I! .' Balance for distribution per acco~nt, Additional debits not shown in account: (Indicate whether income or principal) Additional credits not shown in account: (Indicate whether income or principal) Principal Income Total additional debits Total additional credits $2,637.17............................................................ $. $27 91.............................~. $~.?~.:. Balance for distribution Principal Income Total $?!..~.~.?..~.J.?.. 27.91 .$.. 2,665.08 $. 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: " .•.._._--.,_._-~.~---------.,-"._-----_.--.", May 16,1988 Richard Nelson 1114 Grace Street Erie,PA 16503 Re:Guardianship of William ·H.Nelson Account Number 17-2392-00 Dear .Mr.Nelson: Enclosed Is a copy of the First and Final Account of Equibank as Guardian of the Estate of William H.Nelson,which you may retain for your files. The original of this account has been filed in the Office of the Register of Wills of Washington County and is called for audit by the Orphans'Court Division of the Common Pleas Court,Washington,Pennsylvania,On May 27,1988. It is not necessary that you appear at the audit but should you wish to be there, If you will give me a call on May 25,1988,I can tell you the definite time and date of the audit. A Petition for Distribution will be presented at the audit In which the court will be asked to distribute the balance of the trust assets to Marge Discher for the benefit of William H.Nelson. Should you have any questions concerning the Account or any other matter, please do not hesitate to call me at 288-5235. Very truly yours, Doris J.Johnson Trust Officer Trust Department DJJ:meg Enclosure cc:Sherman Siegle,Esquire I ," 'I .; May 19,1988 Robert Nelson 1976 South Military Highway .Unit D23 Chesapeake,VA 23320 Re:Guardianship of William H.Nelson Account Number 17-2392-00 Dear Mr.Nelson: Enclosed is a copy of the First and Final Account of Equibank as Guardian of the Estate of Wllliam H.Nelson,which you may retain for your files. The original of this account has been filed in the Office of the Register of Wl11s of Washington County and is called for audit by the Orphans'Court Division of the Common Pleas Court,Washington,Pennsylvania,On May 27,1988. It is not necessary that you appear at the audit but should you wish to be there, if you will give me a call on May 2.5,1988,I can tell you the definite time and date of the audit. A Petition for Distribution will be presented at the audit in which the court will be asked to distribute ,the balance of the trust assets to Marge Discher for the benefit of William H~Nelson.I'" Should you have any questions concerning the Account or any other matter, please do not hesitate to call me at 288-.523.5. Very truly yours, Doris J.Johnson .Trust Officer Trust Department DJJ:meg Enclosure cc:Sherman Siegle,Esquire '.. May 19,1988 'Mrs.Donna Curran 144 10th Street ,Renova,PA 17764 Re:Guardianship of William H~Nelson Account Number 17-2392-00 Dear Mrs.Curran: Enclosed is a copy of the First and Final Account of Equibank as Guardian of the Estate of William H.Nelson,which you may retain for your files. The original of this account has been fHed in the Office of the Register of Wills of Washington County and is called for audit by the Orphans'Court Division of the Common Pleas Court,Washington,Pennsylvania,On May 27,1988. It is not necessary that you appear at the audit but should you wish to be there, if you will give me a call on May 2.5,1988,I can tell you the definite time and date of the audit.'- A Petition for Distribution will be presented at the audit in which the court will be asked to distribute the balance of the trust assets to Marg~Discher for the benefit of William H.Nelson. Should you have any questions concerning the Account or any other matter, please do not hesitate to call me at 288-523.5. Very truly yours, Doris J.Johnson Trust Officer Trust Department DJJ:meg Enclosure cc:Sherman Siegle,Esquire ..,'~ May 16,1988 Marge Discher 221 West 21st Street Erie,PA 16503 Re:Guardianship of William H.Nelson Account Number 17-2392-00 Dear Mrs.Discher: Enclosed is a copy of the First and Final Account of Equlbank as Guardian of the Estate of William H.Nelson,which you may retain for your files. The original of this account has been filed in the Office of the Register of Wills of Washington County and is called for audit by the Orphans'Court Division of the Common Pleas Court,Washington,Pennsylvania,On May 27,1988. It Is not necessary that you appear at the audit but should you wish to be there, if you will give me a call on May 25,1988,I can tell you the definite time and date of the audit• .A Petition for Distribution will be presented at the audit in which the court will be asked to distribute the balance of the trust assets to Marge Discher for the benefit of William H.Nelson. Should you have any questions concern~ng the Account or any other matter, please do not hesitate to call me at 288-.523.5. Very truly yours, Doris J.Johnson Trust Officer Trust Department DJJ:meg Enclosure CCI Sherman Siegle,Esquire EQUIBANK,GUARDIAN 'Or THE ESTATE OF WILLIAM"H:NELSON Fees: Date Principal Income 03/22/62 $15.00 08/01/67 $71.33 10/29/68 36.88 10/20/69 36.78 10/14/70 32.08 10/15/71 31.28 10/17/72 40.54 10/16/73 39.26 10/25/74 40.72 10/17/75 43.78 10/27/76 46.87 11/03/77 49.72 10/20/78 52.60 07/17/79 177.23 OS/23/80 177.03 01/08/81 354.45 04/21/81 203.72 04/30/82 100.00 09/08/82 50.00 04/21/83 100.00 04/19/84 100.00 05/11/84 25.00 04/19/85 100.00 04/29/86 500.00 04/29/87 500.00 02/29/88 250.00 Totals $492.03 $2,682.24 $3,174.27 EQUIBANKS FEE SCHEDULE 1962 Through 1978 1979 through 1981 1982 through 1985 1986 through 1988 September 8,1982 May 11,1984 6%of income Unbundled fees ex:cash receipts @ $2.00 an item Cash Disbursements @ $2.00 an item Statements @ $5.00 a statement Inventories @ $5.00 Security Sales @$30.00 an item Security Purchases @ $30.00 an item .005 of Market Value -3%"of Income and .006 of Market Value on arninimum of $100.00 3%"of Income and .006 of Market Value or a"rTlinimum of $500.00 Special fee for preparation of Veterans Administration form Special fee for preparation of Income Tax forms Set !orth 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 designatc:d by instrument under which estate is being distributed: Burial Reserve Account #0370067811 in the amount of $1,250.17 to be retained by Equibank with notice to the family and the landlady. Balance in the amount of $1,414.91 to be awarded to Richard Nelson, brother of .the 'incompetent,residing at 1114 Grace .Street,;Erie,Pa.16503. I • t . .' •J COUNTY OF vVASHINGTON, COMMONWEALTH OF PENNSYLVANIA, The above named Fiduciary or representative thereof, being duly $.:w.Q.r:n doth depose and say that the facts set forth jIJ the foregoing petition are true to the best of...~.........knowledge and belief. ....$.~q.;:p.to and subscribed before me This ~..~day of...~~¥19 ~.~. Signature of Officer.....E'"T~" •PITTSBURG •II GHEHY COUNTY • Title of Officer M¥.c.aMM.ISSID.N.EXP.IRES.MI'lX.J.9:..I~~L . Member.Pennsylvama ASSOCliHI9ft of Nofart8S Office expires .. And your petitioner will ever pray,etc. ..............~.Q.QIJ?hN.~~.................~~..:....~x....~ ..........._. r- I I I '> -.-... '1 L; .) H-t I I ,. I 'rlition 8ur !\ubi! IN neE ORPI-IANS'COURT OF WASHINGTON COUNTY FORM USED FOR GUARDIAN-INCOMPETENTS -OR TRUSTEES 5241 55.No of 19 __._ ESTATE OF ~.~.~~.~.~~..~~.~.~.§.9.N ..r.... lncompetent, FOR ~.9..g.~.;t?~~.l g.P.:~.~.g.;i".~.D.- minor-incompetent-lite tenant Counsel for the accountant shall submit herewith the following,if pertinent: 1.Will or trust instrument-attested. 2.Inventory. S:Signed elections of items to be taken in kind- if distribution account. 4.Stipulation or certificate by minor approving account. 5.Praecipe for those represented. 6.Brief-for any question of law raised. 13LOOM"l3LOOM,&~§?QC;r~TE? By.:.L .. Sherman H.SiegelCounsel for accountant. ~q IN THE COURT OF COMMON PLEAS OF BEAVER COU~TY,PENNSYLVANIA ORPHANS'COURT DIVISION j In re:Est~te of William H.Nelson, an Incompetent CONSENT No.1064 of 1971 I,Richard Nelson,brother of William H.Nelson,the Incompetent who is the subject of the foregoing Petition, do hereby consent to accept from Equibank upon decree of the Court~the assets remaining in its possession as Guardian of the Estate of my brother,William H.Nelson, an Incompetent. Richard Nelson EXHIBIT .192.0 1-/10 JI-)7/ N~12851 OFFICE OF CLERK OF ORPHANS'COURT DIVISION RU SELL MARINO,::::?f Orphans'cou~ Received of ~/")]d .~. ~~~~~AAJ ~F"t=;ZJ~~~~, County ••_••$~4 ~~~ State,etc.•••$Clerk of DrPh31 Court~~Per \?:r~VTotal• - -•••$,_ r---------------------------------------------------------------------------------------------------------------------PLEASE DETACH THIS STATEMENT FOR YOUR INFORMATION I Western Pennsylvania National Bank No.168294 TRUST DEPARTMENT ACCOUNT NO. IN RE:ACCOUNT OF William Nelson ,DESCRIPTION Pymt.Russell Marino costs of transfer of jurisdiction to Orphans'Court #1064 of 1971 DATE 97 11/16/71 INCOME PRINCIPAL 5.00 6-2392-9 I Il'================'===='======'=="===="===~=~b::b==:!b==d I ________J ..;." ':.- ",~",j', t ',:,..-1)l,r..-'" " {""'/ ,\~.f .. ", '.I I...~, . ."'"~".,:~. IN '1HE COMll>N PLEAS CO~T OF WAS~INGTON COUNTY,PENNSYLVANIA., .'.' ,, IN 1m:APPOINTMENT OF GUARDIAN J, FOR '!HE ESTATE OF ',~. WILL!AM H.NELSON,': ,,/,","',"'", ,An Alleged llental Incompetent ""I'::~.'. I " :...~"I .,\'1".'.~••:'l ,~''·.tl"'. ','DE 'C R E E ,'-;-.--.......'.,. AND NOW,thi~,21st,,~y~'~r Yarch,'1955.this matter having come on for hearing upon petition of the First National l3ank of McKeesport,next beet frien of Will,iam H.Nelson,above-naulE:id mental incompetent person,and ten days written notioe having been g1ve~to the said William H.Nelson..and notioe by registered mall having been given to all the members of his immediate family, ~d ~he Co~t haVing heard the testimony of all the parties in interest and of ,all the witnesaes,and being clearly s.atisfied because of positive testimony by Dr.A.O.I11ndman that the silidWilliam H.Nelson.who was present ·in Court.is 1 not able because of incompetency"to take care of his property and in consequenc. , Ithereof1sliabletodissipateorlosethesameandbecomethevic~im of desig ing persons,the Oourt hereby appoiilta the First Natio~Bank of NcKeeepor.t, Monongahela,Pennsylvania,gu~rd1an of the estate of William H.Nelson,said ,.:,'.~,:'":""~' guardian to act Without being .reqU:S:~ed to file bond. ( \ '.,J •". 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