HomeMy WebLinkAboutOC1968-0462 - ESTATE OF BROWN----------------------~--------------------------------------
Form for Guardian or Trustee
Jrtitinn ~ur Aubit
lin ID~p.Ql)rp~an!i~OJuurt -of J1IlJa!i~ingtnn ._Olaunty
Letters issued July 27,1962.
Est~RoOWN~·~··a7k7~g~~tD·gi-~~'EP.·BRg.&~·~···
........g§..Q.§!.g.§.§!.9:.t ..
For ~~§.§J~~.~.Y.A~9.~.l!.
·..·......·..........·....·......·~i·if~·t~~~~t ......·....·..........·......·....
Date of tr:ust -.Will 0 f D.C.Brown datedorguardIanshIpI..
If there have been former accounts
filed in this estate,list:None.
Filed at No :i/;.!??of 196.§.
Fiduciary....'J:.h.~..J!.p.A9.H N.~.'!1J.9.P.:.~J ....)?.~P.:J:f.....9.;r........Pittsburgh,Trustee under ~ill of
.s.ai.d .D.Q .Br.Q.wn ..
Place o~record Will Book 95,page 146.of appolntment...
March 8,1962.
Reason'for filing this·account..D.fl.a.t.h Q..f.Li.fa ~.flna.n:t :7 E'.e.br.:u..a:r.y.lQ."l.9..6.a.1I .
All persons having any interest,vested or contingent (including claimants),in the fund now before the Court,
with the nature of their interests are:
Kathleen Ugron -one-half remainder.
Robert B.Vance-one-half remainder.
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.
Balance for distribution per account,
Additional debits not shown in account:
(Indicate whether income or principal)
Principal $8,054.24............................................................
Income $~9..00....................................
For additional debits ahd credits,see attached
statement marked Exhibit lelA"and made a part hereof.
Total additional debits
Additional credits not shown in account:
(Indicate whether income or principal)
Total additional credits
$..
$..
Balance for distribution Principal $..
Income $.
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:
Entire balance in cash.
r
IN THE ORPHANS'COURT OF WASHINGTON COUNTY,PENNSYLVANIA
NOo 462 OF 1968
ESTATE OF D.Co bROWN,A/K/A Do CLYDE BROWN,
A/K/A
DAVID CLYDE BROWN,DECEASED
ADDITIONAL RECEIPTS AND DISbURSEMENTS
TO THE
FIRST AND FINAL ACCOUNT
OF
THE UNION NATIONAL BANK OF PITTSBURGH,
TRUSTEE UNDER THE WILL
TRUST FOR JESSIE Bo VANCE
May 8,1968
1"1.
I SUMHARl
SCHEDULE A
PRINCIPAL PERSONALTY
PERSONALTY
Receipts Page 2
From Income -Personalty
Disbursements Page 2
SCHEDULE B
INCOME
Receipts Page 3
Disbursements Page 3
To Principal -Personalty
The Balance Consists of the Following:-
Principal -Personalty
Cash on hand
10,000000
84077
bALANCE
BALANCE
NET BALANCE
10,084 77
2,299 96
2,899 51
7,784 81
o 00
7,784 81
7,784 81
EXHIBIT "Att
r
ESTATE OF Do C.BROWN,A/K/A D.CLYDE BROWN,
A/K/A
DAVID CLYDE BROWN,DECEASED
17111-&
r
SCHEDULE A
PRINCIPAL -PERSONALTY
RECEIPTS
Receipts in accordance with the First and Final
IAccountfiled10,000 00
From Income -Personalty Account
Balance transferred for Distribution 84 77
10,084 77
DIS BUR S E MEN T S
Disbursements in accordance with the First and Final
Account filed 1,945 76
Administrative Expense
196 8
Maro 27 Clerk of the Orphans'Court,Washington County,
Pennsylvania
Cost of filing First and Final Account 18 00
Loss on Conversion of Asset ,
1 9 6 8
Apro 30 Proceeds redemption -820 units
The Union National Bank of Pittsburgh
Common Trust Fund C at 9082 8,052.40
As shown in the First and Final Account 8,388060
336 20
I2,299 96 I
- 2 -
·.
196 8
May 8
ESTATE OF Do Co BROWN,A/K/A D.CLYDE BROWN,
A/K/A
DAVID CLYDE BROWN,DECEASED
SCHEDULE B
INCOME -PERSONALTY
RECEIPTS
Receipts in accordance with First and Final
Account filed
Income -Distribution
The Union National Bank of Pittsburgh
Common Trust Fund C
Income received on
820 units 1/31/68 -4/30/68
DIS BUR S E MEN T S
Disbursements in accordance with the First and
Final Account filed
Administrative Expense
The Union National Bank of Pittsburgh
Accountant's compensation
To Principal -Personalty Account
Balance transferred for Distribution
- 3 -
171110&
2,809 33
90 18
2,899 51
2,809 33
5 41
2,814 74
84 77
2,899 51
• •>...
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:
Kathleen Ugron -one-half balance for distribution.
Robert B.Vance -one-half balance for distribution.
•
ALLEGHENY
COUNTYOF~,
COMMONWEALTH OF PENNSYLVANIA,
The above named Fiduciary or representative thereof,=Ipetitioner will ever pray,etc.
being duly _~!!Qr.!L doth depose and say that the T_~ON NATION~..K OF PITTSBURGH~:~~so~~.~r~~1.~.~~~~~~~~~:g:e~t~o~~feef.true to the By ..~y,.~g..r..~.~~!.~ENT
.......S..W9.1;:n to and subscribed before me
This 1.~.':!:.__..&a0f:.J.1.1.~6 ..?..
Signature of Officer ~.)..\..
Title of Officer ..
• •CLAIR A.NEWTON,NOTARY PUBLIC
OffIce expIres PIH600RGH;.AU£G+lEN.Y..eOONTV .
MY COlViMI$SION EXPIRES FEB.21.1972
,Jrtitiuu 8'ur i\.uIlit
IN THE
ORP~ANS'COURT
OF WASHINGTON COUNTY
FORM USED FOR GUARDIAN-INCOMPETENTS
-OR TRUSTEES
No ::!:.~.?of 196 ?.
ESTATE of D C BR.QW.N.,alk/a ..
D.CLYDE BROWN,a/k/a DAVID
CLYDE BROWN.,D.e.ce.ased.,.
FOR.JES.S.IE B .v..AN.C.E.,..
~~~.xt-life tenant
Counsel for the accountant shall submit herewith the
following,if pertinent:
1.Will or trust instrument-attested.
2.Inventory.
3.Signed electioEs19~Wt~~I.to be taken in kind-
if distribution ae¢Oi.1nt,~'~/tJl S'D]H
4.Stipulation orce·~tih);al~jb.~,7~lnorapproving
account:
5.Praecipe8'or t\'l:QselJ1presented.
6.Brief-for anycqu€!stion 6CgawIrai~ed.
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IN THE ORPHANS'COURT OF
WASHINGTON COUNTY,PENNSYLVANIA
NO.%j/~Y;/9~f
v
ESTATE OF
D.C.BRaWN,A/K/A D.CLYDE
BRaWN,A/K/A DAVID,CLYDE BROW,
'DECEASED
FIRST AND FINAL ACCOUNT
OF
THE UNION NATIONAL'BANK
OF PITTSBURGH,
TRUSTEE UNDER THE 'WILL
TRUST FOR JESSIE B.VANCE
BALANCE DllE -$8,054.24 I
,
rosx{f,
This account was transmitted and
presented to the Orphans'Court
and confirmed nisi at No.:l:Lf
of'ttf ,on~IWI'·'~~~
Clerk of Otp'hansl~Court "e~=:J ....,~.":_
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Fee $;;0;::IV r-'-
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F "l d ...,,~~!~e ..-..*U -.....~---.
r-o w ~'en
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w
John C.Rogers,Esq.
1026 ~ashington Trust Building
'Washington,Pennsylvania
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17111
IN THE ORPHANS'COURT OF WASHINGTf/ONGOU.NT],-PENNSYLVANIA
NO.if C::-;;.../1?r-
ESTATE OF D.C.BMWN,A/K D.CLYDE BROWN,
A/K./A
DAVID CLYDE BROWN,DECEASED
FIRST AND FINAL ACCOUNT
OF
THE UNION NATIONAL BANK OF PITTSBURGH,
TRUSTEE UNDER THE WILL
TRUST FOR JESSIE B.VANCE
March 14,1968
SUMMARY
SCHEDULE A IPRINCIPAL-PERSONALTY
Receipts Page 2 10,000 00IDisbursementsPages2-3 958 0 57
To Income -Personalty 987.19
1,945 76
IBALANCE8,054 24
SCHEDULE B
INCOME -PERSONALTY
Receipts Pages 3 - 4 1,8220 14
From Principal -Personalty 987.19
2,809 33DisbursementsPage42,809 33
II
BALANCE 0 00 I
NET BALANCE 8,054 24
The Balance Consists of the Following:-
.Principal -Personalty
The Union National Bank of Pittsburgh
Common Trust Fund C
820 Units 8~388 60....-. ."-'.,.~
Less amount due Accountant for Administrative
Expenses 334 36
8,054 24
--_._--
ESTATE OF D.C.BROWN,A/K/A Do CLYDE BROWN,
~A/K/A
DAVID CLYDE BROWN,DE CEASED
SCHEDULE A
PRINCIPAL -PERSONALTY
RECEIPTS
The Union National Bank of Pittsburgh,Executor
of the Estate of Do Co Brown,a/k/a D.Clyde Brown,
a/k/a David Clyde Brown,Deceased
Awarded by Adjudication and Decree dated
July 13,1964 at No.35 of 1964 AA in the
Orphans'Court of Washington County,Pennsylvania
Principal Cash
Purchase of Asset
17'..a
10,000 00
1 9 6 4
Aug.5
The Union National Bank of Pittsburgh
Common Trust Fund C
11/4/63 918 Units at 10.23
Cash disbursed for purchase of the
above asset
Conversion of Asset Without Gain or Loss
Proceeds redemption -5 units
The Union National Bank of Pittsburgh
Common Trust Fund C at 100 23
Carrying value
9,3910 14
9,391.14
51.15
51.15
o 00
o 00
10,000 00
1 9 6 8
Mar.14
DIS BUR S E MEN T S
Administrative Expenses
John Rogers,Esq.
Attorney's fee
The Union National Bank of Pittsburgh
Accountant's compensation
- 2 -
170 07
170 07
-.-----+---+1
340 14
ESTATE OF D~C.BROWN,A/K/A D.CLYDE BROWN,
A/K/A
DAVID CLYDE BROWN,DECEASED
171"£
Loss on Conversion of Assets I
The Union National Bank of Pittsburgh I
Common Trust Fund C
2/3/65·8 Units at 10.22 81.76
8/5/65 20 Units at 10.21 204.20
2/14/66 10 Units at 9.91 99.10
8/5/66 10UIiits at 9.85 98.50
2/7/67 15 Units at 10.09 151.35
8/7/67 15 Units at 9.98 149.70
2/8/68 15 Units at 9.89 148.35--93 Units 932.96
Carrying value 951.39
18 43
Distribution I
1 9 6 3
Aug.26 Jessie B.Vance
Payment made in accordance with
Paragraph Fourth of the Will
Payment for year ending 7/23/63 600 00
958 57
To Income -Personalty Account
Amount transferred for distribution 987 19
1,945 76
I
SCHEDULE B
INCOME -PERSONALTY
RECEIPTS
The Union National Bank of Pittsburgh,Executor
of the Estate of D.C.Brown,a/k/a D.Clyde Brown,
a/k/a David Clyde Brown,Deceased
Awarded by Adjudication and Decree
dated July 13,1964 at No.35 of 1964 AA
in the Orphans'Court of Washington County,-..-~.,.Pennsylvania
Income Cash representing
interest on Legacy 300 00
- 3 -
ESTATE OF D.C.BROWN,A/K/A D.CLYDE BROWN,
.A/KiADAVIDetYDEBRDWN.DECEASED
I Income -Distributions
I The Union National Bank of Pittsburgh
Common Trust Fund C
Income received on
918 Units 1/31/64 -7/31/64 269 67
913 Units 10/31/64 -1/29/65 177 11
905 Units 4/30/65 -7/31/65 177 73
885 Units 10/29/65 -1/31/66 176 77 I
875 Units 4/29/66 -7/29/66 176 37
865 Units 10/31/66 -1/31/67 183 18
850 Units 4/28/67 -7/31/67 179 61
835 Units 10/31/67 -1/31/68 181 70
1,522 14
1,822 14
From Principal -Personalty Account
Amount transferred for distribution 987 19
2,809 33
DISBURSEMENTS
Administrative Expense
1 9 6 8
Mar.14 The Union National Bank of Pittsburgh
Accountant's compensation 109 33
Distribution
Jessie B.Vance
Payments made in accordance with Paragraph
Fourth of the Will
10/8/63 300 00
8/3/64 300 00
2/3/65 300 00
.8/9/65 300 00
2/11/66 ..300 00
8/5/66 300 00
2/3/67 300 00
8/3/67 300 00
2/8/68 300 00
2,700 00
2,809 33
- 4 -
COMMONWEALTH OF PENNSYLVANIA
SS:
COUNTY OF ALLEGHENY
EMERSON STILLEY,Vice President of THE UNION NATIONAL BANK OF PITTSBURGH,
the above named accountant,being duly sworn according to law deposes and says
that the disbursements shown in the account have been made to the parties
entitled thereto and that the account as stated is true and correct as he
verily believes.
Sworn and subscribed before me thiS.__~~/~~~~~~~day of 'Jvt(~,196i.
j
Notary Public.
iG'l6Y'yZ '93:1 S'3H1d~NOISSltlJWO:>AW
AINno:>AN3Hn311V 'HnlJOSSllId
:ll'Iand AlIvlON 'NOIM3N ''If 1I11J1:>
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1Jn t~r @rp4ans'OInurt nf lIas~in!ltnn OInuntu
In the matter of the Audit of Account in
Estate of D•C.Br
Brown,a/k/a David Clyde Brown,
deceased,For Jessie B.Vance,
Life Tenant
TO THE AUDITING JUDGE:
No.462,-.19i1lL.,A/1/.
Enter m....:y'--appearance for ---'-A_c~c_o_uc.;:.:;:...n;:..t.:...an==_=_t.:..__
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.
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No.462 ,,1968.-,A.A.
In re Audit of Account in Estate of
D.C.BROWN,a/k/a D.CLYDE
BROWN,a/k/a DAvID CLYDE
BROWN,deceased,For Jessie
B.Vance,Li1'e Tenant
AUDIT
'rarrtpr for i\ppraraurr
FOR
Accountant.
John C.Rogers
Attorney
~2
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v
3Jn tl1r (@rpl1aus'<t1nnrt of lIusl1tugtnn mnnuty
ESTATE OF I No.....~.?...Of 19...§.~..~.
..P._~9.~....~~.~~..~!~!~...~.~...~~.y.~.~..:1?~.o~In the matter of the...~~:r:.~~...~~.?:..!.:~~.~.....
a!~!~__.~~.y.~_?:..~.~l.?:~_..~:r:_?~?!.~~~.~~~~:ntap.Account of~~~~P.:?:.C?~...~~.~?:~.~.~..~~~..of
tr.~~t f..g_r.:f.~.~.~!.~~.~Y~~~.,.~.~~.!....(Pit:tabuPgh.,~.~~.~.~~.~.
ADJUDICATION AND DECREE
And now----MaY------.-----------.--~7.-.__,19_.68._,this matter came on for heming,
audit and distribution at this session and testimony taken;and thereupon,upon due consideration
thereof the balance for distribution in the hands of the Accountant is determined to be
$--------..7,--.1&4JJ81----------------.and the account is accordingly confirmed;and it is ordered,
adjudgea'and decreed that the said balance be paid out by the Accountant in accordance with the
schedule of distribution hereto attached and made a part hereof,unle:ss exceptions hereto be filed
sec.reg.or an appeal be taken herefrom sec.leg.
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SCHEDULE OF ~;~~~;~U·;;~··U(~_.v-'
Balance per account___..___.._ . .__..__.
Additional debit asked at audit
Additional c~edit asked at audit
$..._8...054.24
90.18
$8,144.42
229061
Balance_.__.____.__.__..._.. _$....1...7.8.4...81
Deduct Clerk's Costs &Receipts __._..___ .
Attorney !~~_.9_~~~g~~~.__. . . _
Kathleen Ug~on,1/2 ~emainde~,
Robe~t B.Vance,1/2 ~emainder,
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