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Home My WebLink AboutOC1968-0506 - ESTATE OF SLATERForm for Guardian or Trustee Jrtitinn @lur Aubit 11n Wl1r ®rpl1uns·<naurt af lIusl1ingtan Olaunty ,Estate of...~~.~~.?:.~::r..~$.~~!~.;t;.A P~.£:.~.~.§..~.g,. For M~.!:g,~~.!..!!~M.!;$.J~t~.;r... ~M-life tenant Filed at No 5..0.Q of 196.8 . Fiduciary.....M.~.g.?~..!:f.~!.~.2~.L~.~E;~...~.gg.:;r..;t;.Y:.I?..t., ......9.?.~p..~~.y.!.....§~.~.~~.::!.~.~!:T!::g.~.!.~.~.. Place of record W h of appointment ~.~!ggt.Q.~..g.Q!J.~tY... Date of trust #43,May Term,1945,o.C.-original trust or guardianship #..?:?~$..P.~£J~~::r..~.!:?:!?:A .!.9..19.A Q.•'C.-appointment of Successor Trustee If there have been former accounts filed in this estate,list: No.22 Special Term,1949,o.C.-First and Final Account of The Citizens National Bank of Washington,Pa.' Reason for filing this account..P.!::~.~~~~~~.~~I.~~~.~~.f.:..M.~Eg~.~.!:!!.~..M~~.§.t.~.;t;. All persons having any interest,vested or contingent (including claimants),in the fund now before the Court, with the nature of their interests are: Sister M.,Frances de Chantal (Mary Regina Slater) Elisabeth Anne Albrecht,formerly known as Elisabeth A.Slater JoanSlater Arth,formerly_known as Joan Slater Anne S.White,formerly known as Ann Slater Patricia S.Raub,formerly known as Patricia Slater All of said parties have received notice as required by the Court Rules except as follows: Yes -April 2,1968 The fund now before the Court is subject to the following taxesl 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) See Exhibit "A"attached Principal $!.t.1:j;.f?.~..~.7.... Income $}..~..?~. Additional credits not shown in account: (Indicate whether income or principal) See Exhibit "A"attached Balance for distribution Total additional debits Total additional credits Principal $....J.~...!Q.f?~..f?~........................... $4.76............................................. $}42.61................................................ Income Total $J.l..t .. $I,109.74............................................................ If the balance for distribution is not in ~ash,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: ) , ..) -, Estate i,s in Cash ') ,l ,) -..., ,) ) ') SUCCESSOR TRUSTEE UNDER WILL OF EDWARD T. SLATER,DECEASED for MARGUERITE SLATER Receipts and Disbursements since filing First and Final Account through April 23,1968 Balance per.account: PRINCIPAL-PERSONALTY #200-835 $1,446.37 Less: Proceeds sale 4/22/68 of Collective Trust Fund "CII 162 units sold@$7.5137298l5 $1,217.22 Carrying value 1,367.64 Register of Wills,Washington County,Pa: Filing fee for First and Final Account Mellon National Bank and Trust Company: Accountant1s compensation Schmidt,Allison,and Townsend: Attorneyts fee INCOME -PERSONALTY Add: Collective Trust Fund "CII 162 units Income through 4/10/68 $ 150.42 17.00 72.32 100.00 1.22 4.76 339.74 $1,106.63 Less: 1968 Washington County Personal Property tax Mellon National Bank and Trust Company: Accountant1s compensation Balance Consists of the Following: PRINCIPAL-PERSONALTY .23 2.64 $5.98 2.87 3.11 $1,109.74 Cash on hand INC OME-PERSONALTY Cash on hand EXHIBIT "A" $1,106.63 3.11 $1,109.74 ... 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: It is requested that the entire balance of Income and Principal in the trust estate be distributed to Elisabeth Anne Albrecht pursuant to Agreement and Request of all of the heirs of Edward T.Slater dated March 13,1968,said Agreement and Request is attached hereto and made a part hereof. '\ COUNTY OF WASHINGTON, COMMONWEALTH OF PENNSYLVANIA,~SS The above named Fiduciary or representative thereof, being duly ~.~g.!.~doth depose and say that the facts set for~h in the foregoing petition are true to the best of ~!~knowledge and belief. $..~Q'.:r..g to and subscribed before me This I..P..d..:day of M~y.196~...,," Signature of Officer~:id&.....7a:...2(.k.::l&:&i.:1.:~:... Title of Officer .N9.t9:;r..y...P.Y:bl.ic ~.. Office expires 2.~.!~.~~.:r.k~.A 19..1.9 . VI'IN KIRK.Notary Public~I'IR~in~t~n "!ashineton county,Pa. as My 'Cornml,sion t(~lraS October 14,1970 And your petitioner will ever pray,etc. Mellon National Bank and Trust Company, Successor Trustee .,. • 'rtutun ~ur i\ullU IN THE ORPI-IANS'COURT OF WASHINGTON COUNTY FORM USED FOR GUARDIAN-INCOMPETENTS -OR TRUSTEES No ~.Q.Q of 196.§.. ESTATE OF ~.g.}Y..9:.r..d T..•.....s.la.t.e..r.. Deceased FOR M.~..~,g:~~.~.!.H~M.~$.!~t~.!.. · ·······..·~KX~iK.::iif~·t~~a·;;t..·..···..····..··. Mellon National Bank and Trust Company,Successor Trustee Counsel for the accountant shall submit herewith the following,if pertinent: -' -' .' ,.' 1. 2. S. ..J 4..,.., 5. 6. Will or trust instrument-attested. Inventory.S111t.\.:10 H3 1C;m31:l Signed elections of items to bQNt~p.J ipJ~amifdistributionaccount."oJ I Stipulation or certificate by minor approving account.0 T •I t'd ..,-~ Praecipe for those represeliteo.•(J::;).\l t~F~EI Brief-for any question of law raised. '.. .J> ..................................J.g.~~.!.~.~.g ..AJ.~.~.~.~....;]....~1..1....~1... Counsel fora'ccodntant;" ~2 !"., "~'; I ~.' .~~ ,.'-..60 to ~7-?c;J ~"r IN THE ORPHANS'COffRT OF'WASHINGTON COUNTY,PENNSYLVANIA NO.22 FEBRUARY TERM 1949 rr-~:4,.:~.£~.....ii'"~~~~t::c;:-g:§:~Ii ::t ~.""c;: lil ~~-o ..... I::::i1~.; ~i..: i f Q' e~ ~~~ Q ~~~,:~; • "".J~~""';:0C>c ;:v -r,(:nCl>_/<.rJ,.,,!::1 ('1 -..;0'l'J -r- f0..".:'~-0 rn00<:::::0 ..~....---r-..,.. 0[;;0 W-.Fee ...... toFiled ESTATE OF EDWARD T.SLATER,DECEASED TRUST FOR MARGUERITE SLATER BALANCE DUE -$1,.447.59'.-'r-,f~1,. MELLON NATIONAL BANK AND TRUST COMPANY SUCCESSOR rRUSTEE UNDER WILL FIRST AND FINAL ACCOUNT OF SCHMIDT,ALLISON and TOWNSEND Attorneys-at-law Washington Trust Building Washington,Pennsy1~$~ia"')1Ii.\:fa P~]I C"_.J,l~'J'i\:'~..t.·,,8·01~'rII'IJ/Jlj01il.?dS'1jf~ ONWVN TI:I'S0~::J3U.:J Snu r In F-'"7~t?t;-...J...l~.rr-:ro-.,,"!"l I'd 6~.'...;~i=-"'-~~;.,;1 rc~rt__.,1tIJ.J1,••_"~"'I' (j1;.'?-'.'diJifl II.()(J()YIf!n ~.eJ;....I "DOiijlh;.·:}£i.fJ."~?Jfo-ti~~.'-£J~~__~~.~~lt.~;, "-~,,~-'RP.i"" "~".".." .,lkt?,'P../'.ani'll)/p""If r ~ ~ ~ "'- ~ ~ ~ ~ '-1, ~f·-t .1r" IN THE ORPHANS'COURT OF WASHINGTON COUNTY,PENNSYLVANIA NO.22 FEBRUARY TERM 1949 ESTATE OF EDWARD T.SLATER,DECEASED TRUST FOR MARGUER:~TE SLATER FIRST AND FINAL ACCOUNT OF MELLON NATIONAL BANK AND TRUST COMPANY SUCCESSOR TRUSTEE UNDER WILL March 27,1968 S U M M A R Y SCHEDULE "A" PRINCIPAL-PERSONALTY Receipts Page 2 $1,446 37 , SCHEDULE ''B'' INCOME-PERSONALTY Receipts Page 3 $875 65 Disbursements Pag!e 3 874 43 Balance 1 22 NET BALANCE $1,447 59 The above balance consists of the following: PRINCIPAL-PERSONALTY 162 units Mellon National Bank and Trust Company,Collective Trust Fund "c"$1,367 64 Cash 78 73 $1,446 37 INCOME-PERSONALTY Cash 1 22 $1,447 59 ~ *Subject to Attorney's Fee in amount of $100. and Mellon National Bank and Trus t Company, Accountant's Compensation in the amount of $74.72 LJJ:aat 1949 Aug.23 SCHEDULE "A" PRINCIPAL-PERSONALTY Receipts The Citizens National Bank of Washington,Pa., Trustee Under Will of Edward T.Slater,Decease for Marguerite Slater: Cash and Securities awarded per Decree dated June 20,1949 at No.22 Special February Term of 1949 of Orphans'Court of Washington County, Pa.,as follows: $1,400.United States ~f America Savings Bonds,Series "G",2.50% Registered due 11/1/58 $1,400.00 Cash 44.35 $1,444 35 1958 Nov. 1966 Mar. 1958 Nov. 1 17 21 Conversion of Assets Without Gain or Loss Proceeds redemption of $1,400.United States of America 2.50'70 Savings Bonds,Series "G", Registered,matured at 100.$1,400.00 Carrying value 1,400.00 Gain on Sale of Assets Proceeds sale of 9 units Mellon National Bank and Trust Company,Collective Trust Fund "c" at 8.666358094 $78.00 Carrying value 75.98 Purchase of Assets 171 units Mellon National Bank and Trust Company,Collective Trust Fund "c"at 8.44221646 Cash expended re purchase of assets - 2 - $1,443 62 1 443 62 000 00 2 02 000 00 $1,446 37 1949 Aug.23 SCHEDULE "B" INCOME-PERSONALTY Receipts The Citizens National Bank of Washington,Pa., Trustee Under Will of Edward T.Slater, Deceased for Marguerite Slater: Cash awarded per Decree dated June 20,1949 at No.22 Special February Term of 1949 of Orphans'Court of Washington County,Pa. Interest-Bonds United States of America 2.50%Savings Bonds, Series "G",registered $1,400.5/1/49 to 11/1/58 Income-Collective Trust Fund Mellon National Bank and Trust Company, Collective Trust Fund "c" Income collected during the period 1/1/59 to 3/10/68 $17 50 332 50 525 65 $875 65 Disbursements 1958 Administrative Expenses Nov.21 Accrued interest paid on the purchase of Collective Trust Fund units $6 71 1967 Apr.17 County of Washington,Pa.: Personal Property Tax for years 1959 through 1967,inclusive $1.57 Less:refunds .33 1 24 Dec.12 Mellon National Bank and Trust Company: Accountant's Compensation dur~ng the period 12/15/49 through 12/12/67,inclusive 41 38 $49 33 1967 Distributions Dec.15 Marguerite M.Slater,Life Tenant: Net Income payments during the period 12/15/49 through 12/12/67,inclusive $807 52 1968 Mar.26 Estate of Marguerite M.Slater,Deceased: Income on hand and accrued to 3/9/68 17 58 825 10 $874 43 - 3 - COMMONWEALTH OF PENNSYLVANIA ) COUNTY OF WASHINGTON SS ) ARLIE W.OTT,Trust Officer of the MELLON NATIONAL BANK AND TRUST ,COMPANY,the above named Accountant,being duly sworn according to law deposes and says that the disbursements shown in the account have been made to the parties entitled thereto;and that the account as stated is true and correct as he verily believes. Trust Officer Sworn to and subscribed before me this ,;)96L day A.D.1968 REQUEST FOR DISTRIBUTION Accountant requests that distribution be determined by the Court in accordance with the Petition for Distribution to be offered in evidence at the audit of this account. Mellon National Bank and Trust Company, rust Officer lJn tl1r ®rpl1an.all <1lnurt nf lIllIa.al1ingtnn <1lnuntl1 In the matter of the Audit of Account in Edward T.Slater,Estate of 1 Deceased TO THE AUDITING JUDGE: 506No._68________"19__•A.A. our Mellon National Bank and Trust Company,Enter"appearance for ~__=__::_.._ Successor Trustee ~CH =SO~&TOWNSEND By _tA.Ll1.q..-... 20t day of May ,19~ 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. a ,-4 0 .....<n~?_J ;I r '.:...:;;:;:! i."":c. ---.~.-...--"-,.,-.-~-: ;:.~ (,.' :;(....~) .-~-L-... ~: ,• 506 68No.,,19__,A.A. In re Audit of Account in Estate of EDWARD T.SLATER. Deceased AUDIT 'rarrtpr for 1\ppraraurr FOR Mellon National Bank and Trust Company.Successor Trustee Schmidt.Allison &Townsend Attorney ~2 .6819 ,~~ In the matter of the...fi.r.~t.._~J),g...:F.'=-n~l __.. Account of--MeJ.l.on.-.Na.ti.ona~--.Ban.k--&-.Tr• ._.__9.9_~_.._.~_~!:?9.~_~_~9_:r.~:r.~~~_~_~. 3Jn tqr (@rpqaus~QInurt of lIasqtngtnn QIount!} ~~_~OfESTATEOF Edward T.Slater,deceased, _______~~rg~~_:r.~_~~.._~~.~~_~_~~~_.~_~. ADJUDICATION AND DECREE And now .~~~...i.C7__.,19__~~_.,this matter came on for hearing, audit and distribution at this session and testimony r~ken;and thereupon,upon due consideration thereof thi b~ba..(lc~for distribution in the hands ~f the Ac.countant.is determ.in,ed to be$ .-I 't~_d_.:and the account IS ace0 rd In9 Iy conflrmed;and It IS ordered, adjudged and decreed that the said balance be paid out by the Accountant in accordance wi1th the .schedule of distribution hereto attached and made a part hereof,unle1ss excej:)tions hereto be filed sec.reg.or an appeal be taken herefrom sec.leg. Balance per account ._... .. .__..... _ Additional debit asked at audit Additional credit asked at audit Balance.. ......._......_.. Deduct Cle'rk's Costs &Receipts ......_ Attorney__..~~~1_~~.__~._A~J_~~_Q~.__~~~~~_~~_~_....._ Elizabeth Anne Albrecht,remainder,under the terms of an agreement filed;said agreement executed by all the heirs entitled,i.e.Mary Regina Slater;Joan Sla.ter Arth,formerly known as Joan Slater;Anne S.White,formerly known as AnnQ Slater;Patricia S.Raub,formerly mown as iSatricn-'-£-later;Elizabeth Anne Albrecht, formerly known as Elizabeth A.Slater;including cash,109$.74 No balance 0 "'"" 0 w cr n :::l Z ~ n0 .....9 .....:r t:Y 0 s::CD.....:::l 6'"'-. --.CD .....3 =0 0 0 t:Y "'"""'""..... I ..... -'CD ~ ., t ~ 0 0 ~ ..."'"""'""_...... = :r ~N := CD ~ .\ :=:<> t:Y ~to:) ~~ ;J> to:) to:) ;J> •• o-r I'--A,.: • ~ " ...... .....".......... .. .... ........ IN THE ORPHANSt COURT OF WASHINGTON COUNTY,PENNA: NO.43 MAY TERM.1945 0:C. ESTATE OF EDWARD T.SLATER. DECEASED AGREEMENT OF HEIRS dated March _,1968 .. .. .. .... .... ...... ...... .. ........ ........ s,....i •.: ',p":1 t·, L ."'•~'......~ Vl"'..'r 1:0, SCHMIDT,ALLISON &TOWNSEND Attorneys at Law 0 -,- 438.WASHINGTON TRUST BUILDING '::J: WASHINGTON,PA.15301 ,. IN THE ORPHANS'COURT OF WASHINGTON COUNTY,PENNSYLVANIA ESTATE OF EDWARD T.SLATER, DECEASED ) ) )NO.43 MAY TERM,1945 O.C. ) ) We.the undersigned being all of the heirs of EDWARD T.SLATER. hereby agree that the principal and income net balances in the Trust established at the above number and term for the benefit of Marguerite M.Slater.his widow. who died March 9.1968.be all distributed by the Successor Trustee to Elisabeth AnreAlbrecht.a daughter of Edward T.Slater and Marguerite M.Slater. The Citizens National Bank of Washington was the original Trustee appointed at the above number and term.Mellon National Bank and Trust Company was appointed Successor Trustee June 20.1949 at No.22 Special February Term. 1949 O.C. And the undersigned do hereby request the Orphans'Court of Washington County.Pennsylvania.to make distribution of said Trust in accordance with this Agreement. WITNESS the due execution hereof this 13th day of March,1968. WITNESS: ~Iu·~k~(~~~~)legalnarn.e ~~~ Elisabeth Anne Albrecht.forrn.erly known as Elisabeth A.Slater.J. S.I Anne S.White.forrn.erly known as ~later-,s.RauiL atriCiaSORaub.forrn.erly known as Patricia Slater ------------------------------------------------------------------ IN THE MATTER OF THE ESTATE OF EDWARD T.SLATER DECEASED: }IN THE ORPHANS'COURT IN AND FOR WASHINGTON COUNTY,PENNA. 506 of 1968NO.__-=-.=.....::=--..::.::=---=-~-=-_ ~arguerite Slater C Q T KNOW ALL MEN BY THESE PRESENTS,THAT_---:1=-z....'--=E::.:L=I-=Z=A:.::-=B=E=·-=T:...::H=-...:A=.=N...:.;N=..=E=..--=A=L=-:B=R.=..::E=..=C:...::H=--=T:......>--_ Successor TrusteeDOHEREBYACKNOWLEDGETOHAVERECEIVEDFROMMELLONNATIONALBANKANDTRUSTCOMPANY=-=-=-c::....::c'--;:;.......:_-=--=--=-.=......::.=......::'--_ OFTHEESTATEOF~~E=·~d~~~a~r~d~T~.~S~l~~~te~r~,~D~e~c~e~a~s~e~d~,~~~a~r~g~u~e~r~i~te~=S~l=a~t~e~r~C~Q~T~_DECEASE~THESUM OF One Thousand Ninety-five and 74/100 -----------------------($1,095.74 )DOLLARS IN FULL OF THE AMOUNT AWARDED ME UNDER THE DECREE OF THE ORPHANS'COURT OF WASHINGTON COUNTY.PENNSYLVANIA MADE 506 of 1968ATNO.--'-_ ~~vL~SEAL of Agreement signed by ~ WITNESS MY HAND AND SEAL THIS__....,tzl~_""_lIA"'--DAYOF__-++-~~~__19 ~tf. WOTN",~uJ.t1t= W.8282 NO.506 of 1968 ORPHANS'COURT ESTATE OF Edward T.Slater,Deceased, Marguerite Slater C Q T DOCKET PAGE,__ -..... RECEIPT _-;I ; ;ROM ::::::" -' Elizabeth Anne Albrecht U.nderd terms pTl\,greementslgnebyallhelr'STO ~ellon National Bank and Trust Company FILED 19__