HomeMy WebLinkAbout09-25-79
MYERS. MYERS.
FLOWER Be JOHNSON
ATTORNEYS AT LAW
THIRD 8r MARKET STREETS
LEMOYNE. PENNA.
1 W. HIGH STREET
CARLISLE. PENNA,
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IN THE MATTER OF CLARA
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY,PENNSYLVANIA
I. WAY, AN INCOMPETENT
ORPHANS' COURT DIVISION
NO. 680 ORPHANS' 1978
ORDER OF COURT
AND NOW, to wit, this dJ day of September, 1979,
upon consideration of the Petition of the Guardian of the
incompetent, a hearing is set for
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the / )- day of
1/,' hi 0' clock ~ .M. ,
C/Lu-
,1979, at
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in Court Room No.
in the
Court House at Carlisle, Pennsylvania, in order to consider
the Guardian's request to expend principal to meet the expenses
of maintenance and care of the incompetent which are in excess
of the income received by the Guardian.
;la days notice of this hearing shall be given by
,
certified mail to the next of kin.
BY THE COURT,
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MYERS. MYERS.
FLOWER & JOHNSON
ATTORNEYS AT LAW
THIRD 8r: MARKET STREETS
LEMOYNE, PENNA,
1 W. HIGH STREET
CARLISL.E. PENNA..
IN THE MATTER OF CLARA
IN THE COURT OF COMMON PLEAS 0
CUMBERLAND COUNTY,PENNSYLVANIA
I. WAY, AN INCOMPETENT
ORPHANS' COURT DIVISION
NO. 680 ORPHANS' 1978
ORDER OF COURT
Of~1979'
AND NOW, to wit, this '{Iff day
upon consideration of the Petition of Dauphin Deposit Bank
and Trust Company, Guardian of the Incompetent, it appearing
that the income is insufficient to meet the expenses of
maintenance of the incompetent, her incidental expenses and
administrative expenses, the Guardian is hereby authorized to
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BY THE COURT,
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IN THE MATTER OF CLARA
IN THE COURT OF COMMON PLEAS 0
CUMBERLAND COUNTY,PENNSYLVANIA
I. WAY, AN INCOMPETENT
ORPHANS' COURT DIVISION
NO. 680 ORPHANS' 1978
PETITION TO INVADE PRINCIPAL FOR MAINTENANCE
PURSUANT TO SECTION 5536 OF PENNSYLVANIA
CONSOLIDATED STATUTES (20 Pa. C.S.A. 5536)
TO THE HONORABLE, THE JUDGES OF SAID COURT:
The Petition of Dauphin Deposit Bank and Trust Company,
Guardian of Clara I. Way, incompetent, respectfully represents:
1. That your Petitioner is Dauphin Deposit Bank and
Trust Company of Harrisburg, Pennsylvania.
2. That on the 20th day of December, 1978, Clara I. Way
was adjudged an incompetent and Petitioner was appointed
Guardian of her estate. A copy of the Order of Court is
attached hereto as Exhibit "A" and incorporated herein.
3. Clara I. Way, since the date of said appointment, has
been and is now a resident of a nursing home, Blue Ridge
Haven West.
4. The principal assets held by the Petitioner consist of
the following:
Dauphin Deposit Bank & Trust Co.,
Statement Passbook 5.5%
CCNB Passbook 5.5%
Cumberland Valley Savings & Loan
5.5%
First Bank and Trust Co. 6%
Certificate of Deposit
Fixed Income Fund
Amterre Development Inc. 15 shares
CCNB 345 shares
Real Estate
163 Susquehanna Avenue, Enola $80.00 rent22,500.00
110 E. Dauphin Street, Enola 23,500.00
$ 2,354.79
5,908.74
3,500.00
23,000.00
13,996.92
30.00
4,140.00
Total
$98.930.45
5. The monthly income received by the Guardian consists
of the following:
MYERS. MYERS.
FLOWER & JOHNSON
LEMOYNE. PENNA.
Railroad Retirement
Rent - 163 Susquehanna Avenue, Enola
Interest
$
520.97
80.00
465.00
ATTORNEYS AT LAW
THIRD & MARKET STREETS
I We HIGH STREET
CARLISLE. PENNA.
Total
$ 1,065.97
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6. The monthly expenses of the Guardian paid out for
the benefit of the incompetent are as follows:
Blue Ridge Haven west, maintenance
Utilities and Real Estate Taxes
$1,200.00
50.00
Total Monthly Expenses
$1,250.00
7. The September payment is now due for Clara I. Way's
maintenance at Blue Ridge Haven West in the amount of $1,200.00,
and the cash on hand to make such payment is $600.00, an
amount insufficient to meet such obligation.
8. The monthly income being insufficient to meet the
monthly expenses, Petitioner requests your Honorable Court
to make an Order authorizing the expenditure of principal
to meet expenses as aforesaid as well as costs of administration
of the Guardian account.
WHEREFORE, your Petitioner requests your Honorable Court
to make an Order authorizing the expenditure of principal
from the personal property funds held by the Guardian for the
maintenance of the incompetent, as well as incidental expenses
in carrying out the duties of Guardian and the administration of
the incompetent's estate, in accordance with Section 5536,
Pennsylvania Consolidated Statutes.
DAUPHIN DEPOSIT BANK AND TRUST COMPANY
By ~ /-K/L
Thomas W. Walker, Trust Officer
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COMMONWEALTH OF PENNSYLVANIA
COUNTY OF \~.L~ L~~_\'- <-L-"'----'
THOMAS W. WALKER, Trust Officer of Dauphin Deposit Bank
and Trust Company, Petitioner in the above-captioned action,
being duly sworn according to law, deposes and says that he
is authorized to make this affidavit, and that the facts set
forth in the foregoing Petition are true and correct to the
best of his knowledge, information and belief.
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Thomas W. Walker
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.\'" " Sworn to and subscribed before me
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. ".:,/", '0tlif~ ;20 t-L> day of ~ c.iJ--le ",-k'L-
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, 1979.
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MV Commission E.,ires DeCC:II~ I. 1980
HarrisburQ. PA ~ eo.ty
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I IN TH! MATTER 0'"
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\ CLJ~RA I. WAY, .1\N
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t ALLEGED I NCOMPETEN'Y'
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IN THr: COUHT OF' COMfltoN PLEAS or
CUM!H~RL.l\ND COUNTY, PEN~SYl.v~NIA
ORPHJ\NS' coeR'!' DIVJSIO~
NO.
680
OHPHAN$'
1 ') 7 E
ORDER OF COURT
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AND NOW, thin
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,II~. -;'lay of ;f<..A"-'~~.
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dlearin.g in 'this CaSE! Q.&yin9 been h~d, on DecembE~r 20, 197H, the
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Court finds ft4,m ~$i tive teeltiR:myJ-., tha€'cthe wel fare of Cloiua :.
Way would not be! prelnoted by her presence in C01.J.rt at said
~, hearing I and thE~ Court, furthE~r finds frc,m the t.e~tStimony th~~~t thlE?
said Clara t. Way is unable to manage her property, i8 likely to
dissipate the same err becOllti!: the vic~im of desi;~ning per~or,Sj it
is, therefore, ordered and directed that the said Clara ", Way
be and is hereby adj udged an incompetent and tlH~ Dauphin Depos i t
'Bank and "1'rust Company is appointed Guardian of Clara I. Way's
it Est,ate.
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BY THE COURT,
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EXHIBIT "A"