HomeMy WebLinkAboutOC1968-0520 - ESTATE OF ROBINSONFonn for Guardian or Trustee
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Estate of ~~.~E.~.~.~.~~9.~~~.:.~9.!?~~§..?~.
now Wheeler
llJUK..
minor-~~X
.520 8FIledatNoof196..
Fiduciary ~.~.~.~.~!?~.:~~~~.~.~.?.~.~~~.~.~~.~..
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Place of record
of appointment..:Ng.~J.}:.?~9.t...J~.?..~Q.!Q.!.
Date of tt:Ust .A ril 22 1954orguardlanshlpP.?..
If there have been former accounts
filedinthisestate,list:No.13-52 ofJJ1954,O.c.
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Reason for filing this account..f.g.r.m~.r.mt;P.:Qr.p..!?~.9.m!?f.L.Y.~.¥!;t;'.~Q.+.9:g!?Qg ~p.!:.g ?.~..\..J.9..§.§:::..
All persons having any inter~st,veste~or tontingent.(includi~g claiml:lPts),in the fund now before the Court,
with the nature of their interests are:..I .t)C;'"'J .
Patricia Louise Robinson (now Wheeler)-Former minor -Entire Interest
All of said parties have received notice as required by the Court Rules except as follows:
No Exceptions
The fund now before the Court is subject to the following taxes:
None
f.Set forth any legal problems requiring"adjudication by the Court or difficulties that must be met in distribution:
Washington Union Trust Company was appointed as Guardian of the Estate of this minor
by your Honorable Court on April 18,1951,at No.89,February Term,1951,O.C.
~ashington Union Trust CompqnY,having e1ecced to go into voluntary liquidation,
filed "its First and Final Account to No.13-52 of 1954 O.C.and submitted its resignation;
whereupon,your Honorable Court accepted said resignation and,on April 22,1954,at
the same number and term,appointed Peoples First National Bank and Trust Company (now
Pittsburgh National Bank)as Successor Guardian of the Estate of said minor.
Balance for distribution per account,Principal $§.)..~.7..~..~.~~..........................
Additional debits not shown in account:
(Indicate whether income or principal)
Principal:
Proceeds redemption 802 units Common Trust Fund
Discretionary Investments of Pittsburgh National
Bank
Carrying Value
Income:
Income on above units to 4/30/68
Income
$7,682.04
6,512.22
$:::::::::::::::::::::::::..
1,169.82
87.58
Total additional debits
Additional credits not shown in account:
(Indicate whether income or principal)
Income:
Pittsburgh National Bank -Compensation
Total additional credits
$J.,..??.?..~..~g .
$5.25
$..............5.25..............................................
Balance for distribution Principal $...§..I..l~Z.:.~~.................................
Income
Total
$?6.,..~.~..
$8,230.27............................................................
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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:
Balance for Distribution consists solely of cash
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Estate of )
)
PATRICIA LOUISE ROBINSON )
)
(now by marriage )
.__PAl'!Q;cJA R.9J?r.J~::;.ON:YJJ:IE.ELER))
)
A Minor )
In the Orphans'Court of
Washington County,Pennsylvania
No.520 of 1968
DECLARATION AND REQUEST
FOR CONFIRMATION OF ACCOUNT
I,the undersigned,Patricia Louise Robinson (now by marriage
Patricia Robinson Wheeler),do hereby certify that I was born April 24,
1947,and became twenty-one years of age April 24,1968;that I have
examined the account of Pittsburgh National Bank,my Guardian,and I
am satisfied therewith,and hereby request its confirmation by the Court.
I hereby further certify that I am a citizen of the United States
of America.
Witness my hand this cQi 1'1 day of ,i?r / /,1968.
."
EDWARD H.WOLFE,NOTARY PUBLIC .
-PITTSBURGH,ALLEGHENY CO "
.MY~l1NlSSIOl!tXP/RES SEPTEMBE~N~(,1969
r r iii
L~~~L/~--xJ
Patricia Louise Robinson
Now by Marriage:
Y:Z.z:u~~~~~1tJ~
Patricia Robinson Wheeler
r
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:
To Patricia Louise Robinson (now by marriage,Patricia Robinson Wheeler)-Former
minor -Entire balance,after costs of audit of this Account.
(see Stipulation of former minor attached hereto)
COUNTY OF WASHINGTON,
COMMONWEALTH OF PENNSYLVANIA,
The above named Fiduciary or representative thereof,
being duly §Xf.Q.r..Th doth depose and say that the
facts set forth in the foregoing petition are true to the
best of...h.:!&knowledge and belief.
..~.Q.r..Th to and subscribed before me
This !..:~day of :Msy.196..?..
Signature of Officer ~~:f..i{!..f..!f1Iw~.
~Y..
Trust Officer
Title of Officer ij,g,t.sr.Y.f.!f.1?JJ:£:...........1.1/tff l/~'/
WllfJNIN'IlorARY ~i'~lJJ:'!]
Office expires :[~.p..t".\Mu·.y.l"19.Q9 :!.r...{!!l!.~~.-~~s(ifI.1'I4SHIr.~f':~L1(}-..."JON .,J,:'."'4PJR~f:~'COL';'frl;
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IN THE:
ORPI-IANS'COURT
OF WASHINGTON COUNTY
FORM USED FOR GUARDIAN-INCOMPETENTS
-OR TRUSTEES
No :??..9.of 196 ~.
ESTATE OF......:r.!:'!:!::.;-..~£J9.:...~9..~J~.~....~g.':?~!?:.~.9.!?:......
now Wheeler...............................!.,
BOIK ..
minor-iH~M1lht~lUeXMMM:
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Successor Guardian
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Counsel for the accountant shall submit herewith the
following,if pertinent:
................~?~~~.~~.~?.:~.7..E·~{::l ..:"~'!),·..·~·:::~·..f···..···t,..[;Qunsel fo'r iacedi.mtant.".I .~.I I I "'I
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Will or trust instrument-attested.
Inventory.
~ig~ed.ele.ctions of it@1lS'lIN?.:R«1 n~e~lS~tJkind
If dIstrIbutIon account.0NItJ VVi Ti~1ssnH
Stipulation or certificate by'mI'il.or approving
account.
Praecipe for tho~eooo:fepr~entye _.,.•_,...
Brief-for any qtllr~ti6n of l!i&raise&AVf··J L~S!
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TR-2 REV_9-62
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IN THE ORPHANS I COURT OF \tJASHINGTON COUNTY,PENNSYLVANIA
ESTATE OF PATRICIA LOUISE ROBINSON,NOW WHEELER
FIRST AND FINAL ACCOUNT OF
PITTSBURGH NRTIONRl BANK
FORMERLY PEOPLES FIRST NATIONAL BANK &TRUST COMPANY
SUCCESSOR GUARDIAN
PRINCIPAL -PERSONALTY
SCHEDULE B
INCOME -PERSONALTY
NO.80185-8
PITTSBURGH,PA.
SUM MA R Y
SCHEDULE A
Receipts Pages 3 and 4
Amount transferred from
Income-Persofialty
Disbursements Page 5
Balance
$4,156.68
3,464.79 $
MAHeH 27,1968
I
I Il
7,621 47
643 35 I
I $6,978 j 12 1II
Receipts Page 6 $3,714 22
Disbursements Page 7 $249.43
Amount transferred to
Principal-Personalty for
investment and distribution 3,464.79
Balance
NET BALANCE
3,714 32
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$6,9781121
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~,PATRICIA LOUISE ROB urSON J 'Ovv h1HEELER
,.-I .
TR.ZA REV.S-62
I
THE BALANCE CONSISTS OF THE FOLLOvJING:--
PRINCIPAL -PERSONAI./I'Y
Common Trust Funds
Common TrlA.st T':1 •Discretj_onary Invest-.f'una
ments of Pittsburgh Nationa.l Bank
802 units $6,512 22
Cash 465 90
$6,978 12
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PATRICIA LOUISE ROBINSON,NOW WHEELER
I TR-2A REV.9-62
SCHEDULE A
PRINCIPAL -PERSONALTY
1954
J"an.
RECEIPTS
15 Washington Union Trust Co.-
Awarded per decree of 4/22/54 at No.13-52
of 1954 -
$250 Bonds United States Savings
Series E due 7/1/62 $
Mortgage -Mario and Jean M.Dicio,5%187 50
3,900 00 $4,087 50
1954
July 29
Assets Purchased
$400 Bonds United States Savings Series E
due 3/1/64 $300 00
-COlTImOn Trust Fund B of Peoples First
National
7/26 /54
8/20/56
7/25/58
7/29/60
Bank and Trust
387 units
25 units
29 units
50 units
Co.
$1.~,195.58
293.11
329.14
591+.90 5,412 73
1,537 97
3.62
460.28
396.57
304.51
372.99
.2972 unit
36 units
29 units
21 units
38 units
Common Trust Fund Discretionary Investments
formerly Legal of Pittsburgh National
Bank
9/2160
5/2"8/62
3/2/6.4
2/25/655/11/66
o 007,250 70
7,250 70
$
Cash disbursed to purchase the above assets
----'-~'-----i~_tt
Gain on Conversion of Assets
1965
f\1ay 6 818 units Corrmon Trust Fund
Investments of Pittsburgh
Bank
Cash in lieu of .53 unit
Discretionary
National
6,577.71
5.47
~583.18
1966
Aug.10
Received in exchange for
573 units Co~~on Trust Fund
Legal Investments of Pitts-.
burgh National Bank
Carrying value 6,577.71
Proceeds redemption 54 units Common Trust
Fund Discretionary Investments of Pitts-
burgh National Bank at 9.29976 502.19
Carrying value 438.48
$5 )+7
63 71 69 18
Amount forwarded $4,156 68
-3:"
---_.-
.,
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PATRICIA LOUISE ROBINSON,NOV!vJHEELER
;;::-::
TR.2A REV.9-62
Amount forwarded $4,156 68
Conversion of Assets vIithout Gain or Loss
1954
July 2 fvjario and Jean M.Dicio ~1tge.5%
Payment in full principal $3,900.00
Carrying value 3,900.00 $0 00
Nov.15 Proceeds redemption $400 Bonds United
States Savings Series E due 3/1/64
(Portion of proceeds applicable to
Principal)300.00
Carrying value 300.00 0 00
1960 ,
IJuly5.Proceeds redemption $250 Bonds United I
States Savings Series E due 3/1/62 I
I
(Portion of proceeds applicable to I
Principal)187.50 I
Carrying value 187.50 0 00
Sept.2 486.7028 units Common Trust Fund Legal ,
Investments of Pittsburgh National
Bank 5,142.'73
Received in exchange for
491 units Common Trust Fund B
of Peoples First National
Bank &Trust Co.
Carrying value 5,142.73 0 00 0 00
$4,156 68
Amount transferred from Income-Personalty
for investment and distribution 3,464 79 I
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$7,621 47 I
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PATRICIA LOUISE ROBINSON,NOV!WHEELER
.----I .
TR-ZA RE:V.1l-62
DISBURSEMENTS
Administrative Expenses
1960
June 29 Register -
Certificate of appointment of successor
guardian $0 50
1968
Mar.27 Russell Marion,Clerk of Orphans I Court -
Piling this Account 17 00
27 Adam L.Sanders -
Attorney's fee 50 00
27 Pittsburgh National Bank -
Guardian's compensation 300 00 $367 50
Distribution
Payments on behalf of Patricia Louise
Robinson,now \-Theeler,a minor:
Penn Commercia1Col1eg7 -
Tuition and supplies -
Paid 6/14/66 -and 9/9/66 $382.35
Refund -11/25/66 106.50 275 85
$643 35
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PATRICIA LOUISE ROBINSON,NOW 1{HEELER
TR-2A REV.9-62I
SCHEDULE B
INCOME -PERSONALTY
RECEIPTS
10/20/54 to 7/23/56
10/24/56 to 7/24/58
10/23/58 to 7/26/609%160 -11 21/60 to .5/25/62
9 7/62 to 2/24/64
5/22/64 to 2/22/65
4/30/65 .
1954
Jan~15 Washington Union Trust Co.-
Awarded per decree of 4/22/54 at No.13-52
of 1954 -
Cash
Interest -Bonds
United States Savings Series E
$250 -to 7/5/60
Interest -Mortgages
Mario and Jean M.Dicio,5%
2/1/54 to 7/2/54
Income -Common Trust Funds
Common Trust Fund Legal Investments,
formerly B of Pittsburgh National Bank,
formerly Peoples First National Bank &
Trust Co.
387 unlts -
412 units -
441 units -
491 units -
487 units -
523 units -
552 units -
573 units -
Common Trust Fund Discretionary Invest-
ments of Pittsburgh National Bank
818 units -7/31/65 to 4/30/66
856 units -7/31/66 _
802 units -10/31/66 to 1/31/68
$
309 60
341 96
388 08
77 9341394 -
479 08
304 51
59 54
318 18
82 76
509 22
253 06
46 90
129 46
3,284 80
-6-
$3,714 22
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PATRICIA LOUISE ROBINSON,NOW vJHEELER
TR.2A REV.9-62
DISBURSEr1ENTS
Accrued income on purchase of securities -
Paid 7!26/54 to 7/29/60 $24 36
1954,1965,1966 and 1967 County personal
property tax -Paid 7/28/54 to 5/4/67 17 69
Guardian1s compensation 207 38 $249 43
Amount transferred to Principal-Personalty
for investment and distribution 3,464 79
$3,714 22
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SMK:Imp
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lJu tl1r (@rpQuun·UTourt of IfUBQiugtou Q!ouuty
In the matter of the Audit of Account in
/
Estate of Patricia Louise Robinson,
now Wheeler
.
TO THE AUDITING JUDGE:
No.520 ,o=f=--__,19~,~x
Enter .Am....yJl-appearance for·-"'A~co<.!c~o!!Uol,n~tdaO!.nUJt<___
.;t :z:;t;"YYl/-daYOf ~,19~
N.B.-Counsel shall,by separate paper,present a concise statement of each
claim,with supporting calculation of any interest claimed.Objections
to an account as filed,shall be concisely stated in a separate paper.
Council suggesting proper distribution shall file a separate concise state-
ment in that regard.
No.520,of ,19~,}«X.
In re Audit of Account in Estate of
Patricia Louise Robinson,
now Wheeler
.AUDIT
'rarripr fnr Appraraurr
FOR
P.i.t_tsburgh National Bank,_
Successor Guardian of the
Estate of Patricia Louise~__
Robinson,now Wheeler
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Adam L.~rn-r=in::.:...:.-;..d--=e_lP.!J--=-_
(j)....Attorney
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ADJUDICATION AND DECREE
And now ~~y ._~L._,19~~.__.,this matter came on for hearing,
audit and distribution at this session and testimony tdk~n;and thereupon,upon due consideration
thereof ffe2_b.&I.a~e for distribution in the hands ~f the Ac.countant.is d~term.in.ed to be$.J-_.3..~_L __and the account IS accordingly confirmed,and It IS ordered,
adjudged and decreed that the said balance be paid out by the Accountant in accordance wirth the
schedule of distribution hereto attached and made a part hereof,unless exceptions hereto be filed
sec.reg.or an appeal be taken herefrom sec.leg.
No balance
8207.71
.~1l.c.c§;l.a~.o.r g.~~J.'.g,.~_ .
a minor.
3Ju t~t OOrp~UU!i'Q1anrt af lIu!i~tugtan QIannty
520 68NoOf19 ,*.A.
First and Fina1Inthematterofthe .
Account of.....~~~.~~~~~g~~.~~.~.~~.~~~~k
i-
Patricia'Louise Robinson now Patricia Louise
Robinson Wheeler,balance,
Deduct Clerk's Costs &Receipts _ __..__..__.
•t 0
Additional':'credit asked at audit
Balance _.___..__.._.._ .__..._.. ..__.__
Balance per account..___._..
Additional debit asked at audit
Attorney----·················-··----Adem-·!s·.··-Sa-nd-eps-·..--....-.--...-..---.---.---.---.-
ESTATE OF
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No...5?9.._._Of 19,:,,~,~A-:-
In the matter of the First and Final
accountof Pittsburgh National Bank
Successor Guardian
of Estate of Patricia Louise Robinson,
now Wheeler,
a minor
1\~ju~itutinn an~Irtrrr
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$77/,111 ::Id~::;3 LSfD3HONtofit}17]SSmJ
l2·,IJ'd ,'_.'•t1 ,',c.?"{1/,••,"•~•.••.r f,I t
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RECEIPT AND RELEASE
KNOW ALL MEN BY THESE PRESENTS,That I,PATRICIA LOUISE ROBINSON,
(now by marriage,PATRICIA LOUISE ROBINSON WHEELER),.having attained the
age of twenty-one years,do hereby acknowledge that I have this day re-
ceived of and from Pittsburgh National Bank,my successor guardian,duly
appointed by the Orphans'Court of Washington County,Pennsylvania,the
sum of Eight Thousand Two Hundred Seven and 77/100 ($8,207.77)Dollars,
being the amount awarded me at No.520 of 1968 of the Orphans'Court of
Washington County,Pennsylvania,in full satisfaction and payment of all
claims which I have,or might have,against my said successor guardian,
and of all monies or property for which it may be accountable,and I do,
therefore,by these presents,remise,release,quit-claim and forever
discharge the said Pittsburgh National Bank,and its successors,of and
from the said guardianship,and of and from all actions,suits,payments,
reckonings,claims and demands whatsoever,for or by reason thereof.
IN WITNESS WHEREOF,I have hereunto set my hand this £~d
day of --~~I-f.J=::.~~"----~'~A.D.,1968.
~~/:a~~L)
Patricia Louise Robinson
now by marriage:
~/.(L.J~.(:.u
Patricia Louise Robinson Wheeler
WITNE~~~/4
'lDWARD H.WOLFE,NOTARY PUBLIC .
j.PITTSBURGH,ALlEGHENY COUNT""mCOMMISSI01:LXPIRES SEPTEM3En ie,1969
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