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HomeMy WebLinkAboutOC1968-0597 - ESTATE OF DONATELLI~n t4t <ttnur!nf <ttnmmnn 'hns of mu.a4btgtnn <ttnumYf 'tnnl1ylnnniuf OOrp4unl1 f <ttnurt iinil1wn ) ESTATE OF Donna Lee Donatelli, a minor. N 63-68-597o.~.:.....:....;:..-_ In the matter of the First and Final Account of Pittsburgh Natbnal Bank, Guardian ., ADJUDICATION AND DECREE And now June 8th ,19~,this matter came on for hearing, audit and distribution at this session and testimony taken;and thereupon,upon due consideration therjilolQf t~e balance for distribution in the hands of the Accountant is determined to be $1,bL:8.03 .and the account is accordingly confirmed;and it is ordered, adjudged and decreed that the said balance be p<Jid out by the Accountant in accordance with the schedule of disribution hereto attached and made part hereof,unless exceptions hereto be filed sec.reg.or an appeal be taken herefrom sec.leg: /BYt~..-~.. ..J. SCHEDULE OF'DISTRIBUTION Balance per account .,$1,535.35 Additional debits -Audit ..,- 67.21 Additional credits:;-Audit $1,602.56 74.53 Balance $1,528.03 Deduct Clerk/s Costs &Receipts 12.00 Attorney Bloom,Bloom,Rosenberg &Bloom $1,516.03 I 0f(;;:;~/q 1,]P&.V~·OD Donna Lee Donatelli,~~.,OO7Jl~.~,/J.e1516.03 Ji1'l No balance ,.\~.~:- -. -I;' J ~ 0-+.~ D;1 :::J Z .n· , =.0 0 9 JJf -+ ct c :r ~ :::J CD -+- ~, 0 3 \J ~ -to. 0 rz: .....0-+ c;:::) ~ ct PO .:::r ., '.:::>U)<i-l == 0 (V)2:'0.. -to. .....J -+ x::cc:;;;0 rz: :T' ....~~ CD ...c_~,. Q & 0 ...~u... 0 2; COl _...1 0 !;[_J :..1::I:- ..",.j W W (!) ~ ~u)I:-":1' ! U? ..... tf....~:::;:,-~ .to -;) U)--;c .-:::>(..?(f) ~ lJ- ('V) u::lJ..J<t ~ r-0:.;: j ..J.'J 1 \-- 'I •, .~_. _1_J Receipt and Release KNOW ALL MEN BY THESE PRESENTS,That I,Donna Lee Donatelli, having attained the age of eighteen years,do hereby acknowledge that I have this day received of and from Pittsburgh National Bank,my Guardian, duly appointed by the Orphans'Court of Washington County,Permsy1vania, the sum of One Thousand Five Hundred Fifty Eight and 03/100 ($1,558.03) Dollars,being the amount awarded me by the Court of Common Pleas of Washington County,Pennsylvania,Orphans'Court Division,in full satisfac- tion and payment of all claims which I have,or might have,against my said 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 day of -J~:5',(""4/J1"""......'''''g'''',/:...-,A.D.,19 7 3 . /8-ch Witness: .----..--.--"o• k o ( .~\~r \\\ l r ts~..:. ~.~-- -"",,"""-. IN THE ORPHANS I COURT OF WASHINGTON COUNTY,PENNSYLVANIA IN RE: •·APPOINTMENT OF A GUARDIAN FOR THE ESTATES OF ) THARA DONATELLI AND DONNA LEE DONATELLI, MINORS No. ·.·. PETITION FOR THE APPOINTMENT OF A GUARDIAN FOR THE ESTATES OF MINORS OVER THE AGE OF FOURTEEN YEARS ,1968 TO THE HONORABLE THE JUDGES OF SAID COURT: The petition of Thara Donatelli and Donna Lee Donatelli,minors over the age of fourteen years,for the appointment of a guardian for their estates, respectfully represents; L fYlA1 .J()That Thara Donatelli was born .~&,1949 and is eighteen years of age and Donna Lee Donatelli was born December 14,1953 and is fourteen years of age,and live with their mother,Fay I.Donatelli,306 Lincoln Avenue, Charleroi,Pennsylvania,15022.That their father,Nicholas A.l)onifteH'i-,.-.._i~ deceased. 2.That Fay I.Donate11i,mother of the minors,consents to the petition,and her joinder is attached hereto. 3.That the said minors have no guardian for their estates and the appointment of such a guardian is necessary to receive retroactive payments of ¥eterans Administration benefits on behalf of said minors in the sum of $2000.00 each and that said minors are entitled to continuing Veterans Administration benefits of $28.00 per month each. 4.That the proposed guardian is the Pittsburgh National Bank, Washington,Pennsylvania,whose consent is attached hereto. 5.That the Pittsburgh National Bank,proposed guardian,has no interest adverse to the minors and is not a fiduciary in any estate in which the minors have an interest. 6.That Thara Donatelli and Donna Lee Donatelli have no real estate or personalty or income other than mentioned in paragraph 3 hereof. 7.That the Veterans Administration has accepted service of this petition and joins in the prayer thereof as is evidenced by its Joinder attached hereto. WHEREFORE your petitioners pray your Honorable Court to appoint the Pittsburgh National Bank~as guardian of their estates. AND they will ever pray. Thara Donatelli Donna Lee Donatelli COMMONWEALTH OF PENNSYLVANIA COUNTY OF WASHINGTON ) ) ) SS: Personally appeared before me the undersigned authority,Thara Donatelli and Donna Lee Donatelli,the within petitioners who,being duly sworn according to law,depose and say that the facts set forth in the foregoing petition are true and correct to the best of their knowledge,information and belief. Thata Donatelli Donna Lee ~elli RAYMOND J.CURLEY,Just,ice of the Peace 4tOWASHINGTON AVE••CHAltLEROI.WASH.co.•PAa My Commission expires 1st Monday in Jan.1972 - 2 - JOINDER OF FAY I.DONATELLI I,Fay I.Donatelli,mother of Thara Donatelli and Donna Lee Donatelli,having read the foregoing petition,hereby consent to the same and join in the prayer of the petitioners. JOINDER OF VETERANS ADMINISTRATION I,Daniel J.Parent,Esquire,Attorney for the Veterans Administratio , Pittsburgh,Pennsylvania,having read the foregoing petition,hereby accept service of the same and join in the prayer of the petitioners. ~~9(jJ~ Daniel J.par;iZChiefAttorne Veterans Admi stration Regional Office Pittsburgh,Pennsylvania,15222 -:;._.3 - ACCEPTANCE BY CORPORATE GUARDIAN .' The Pittsburgh National Trust Officer,duly qualified to act for said bank,hereby consents to the appointment of the Pittsburgh National Bank as guardian of the estate of Thara Donatelli and Donna Lee Donatelli,and certifies that the Pittsburgh National Bank has no interest adverse to the minors and is not a fiduciary in any estate in which the minors have an interest. PITTSBURGH NATIONAL BANK '--~~D2':1do-.~By U./·..--«.J2".,~............. Trust Officer " i /!/// / / / - 4 - .. IN THE ORPHANS'COURT OF WASHINGTON COUNTY,PENNSYLVANIA IN RE: APPOINTMENT OF A GUARDIAN FOR THE ESTATES OF THARA DONATELLI AND DONNA LEE DONATELLI, MINORS No.,1968 AND NOW,this of the annexed petition, DEC R E E J-P.[!'"I!~/>.. day of ~,1968 upon consideration Pittsburgh Nationa Bank is appointed guardian of the estates of Thara Donatelli ---.-_.... enon.te2 mi~ f' ,~~:L>PINTMENT()FA GUARpIAN ~. '''''''''J!$I 'i ", 'if; i" STATE ,OF PENNSYLVANIA,! SS: COUNTY OF WASHINGTON, Personally appeared before me the undersigned authority ...................:g.!?:~~..~~.:~~.~9.~.?:!E~~.~9..~.~.~.?~E .?.~~~.~.~.~.P.~E~~~:?:E.~.?.E.~.~~.~E.~'. ) guardian of the estate of P..?EE.~~.~.~P..?E.~.~.~.~.~.~:. mmor ,who being duly sworn,deposes and says that the following is a true and correct Inventory and State- ment of the personal and real property which are of the estate of the above named minor PITTSBURGH NATIONAL BANK By...............................··..··..·....·Tru·s·i:..··O'i·f"i·c·e·r·..·..·..· Dollars Cents Treasurer of United States -Veterans Administration Pension for period from January 8,1962 to May 31,1968 $1,992 .66 Treasurer of United States -Veterans Administration Pension fori June,1968 4C .00 $2,032 .66 - I I II L-'-'l [: -, I " "~~' ,., I ., - I II II I I II NOTE-If real estate,give street and number,Ward,of City,Borough or Township,and .;1'County,and refe,rence to Deed,Mortgage"Vo.]ume and Pag'e. If cash in !bank,give name of same. 597 68No,19 .. In Re Estate of Donna Lee Donatelli G.o =.) =; C~j ,1!..-- !--'- ..........:;':,e.~.,.--....-2:--l ..~..,-(2;:'Minors .. ~,\c.::4 ..~:=0~c::m~~<:-?e:wce "J GUARDIAN'S~ INVENTORY AND STATEMENT '" vol'f- '-I '--' Fee $. "'/ Filed ,19 . "Daniel J.Parent Veterans Administration-_·_·_···_··"I···;·;_···;;·~···)-·1··;;;r···,~ .. STATE OF PENNSYLVANIA,! SS: COUNTY OF WASHINGTON, Personally appeared before me the undersigned authority ,~.~.~~..:~.:~.~~.9.~.~~~.~~.~9..~.~.~:~.:?.~~.~.~,~.~.~~:.~~~~.~.~9.~.~.~~.~~~.. t 11'DThguardianoftheestateof...........................~:.:::.......?~.~....:.......~..................................................................................................................................... .......................................................................................................................................................................................................................................................................... minor ,who being duly sworn,deposes and says that the following IS a true and correct Inventory and State- ment of the personal and real property which are of the estate of the above named minor Sworn and subscribed before me this ) PITTSBURGH NATIONAL BANK ....z~{;....day of...................~~JJ..................,19...§..?...By '--A?L -~~~1.-....................(2.........:.::..~...............................::.~................................................. .........!2-::f!..~!(:.::.~~...~ifzq;,,'::.i::.-:!:.::.:~..............) Trust Officer Clerk of Orphans'Court.I Dollars Cents Treasurer of United States -Veterans Administration Pension I $1 i for period from January 8,1962 to May 31,1968 992 67 I i ... i..: I : " -, I I II II II I II I I NOTE-If real estate,give street and number,Ward of 'City,Borough or Township,and County,and reference to Deed,Mortgage,Volume and Page. If cash in !bank,give name of same. '~ l " No.,~2..??.i ,19 ?.~.. In Re Estate of Thara Donatelli ma ......· · ·..Q ·M ··~;J ·Mi~:;;;;:.. w ~:~t~ 1-~"".~'i...J =.....1 -j ----:c.:::c..,'-w(f)lj; (/"L.--. :=><:.:1~~ ~ GUARDIAN'S, INVENTORY AND STATEMENT ~ iJ f~ Fee'$. Filed ~,19 .. Daniel J.Parent Veterans Administration.........................................................................................................~. /~(~2, " IN THE ORPHANS'COURT OF WASHINGTON COUN'lY,PENNSYLVANIA IN RE: APPoiNTMENT OF A GUARDIAN FOR THE ESTATES OF No.597 of 1968 THARA DONATELLI AND DONNA LEE DONATELLI, MINORS PETITION FOR ALLOWANCES TO THE HONORABLE,THE JUDGES OF SAID COURT: The petition of the Pittsburgh National Bank,Washington Office, Washington,Pennsylvania,respectfully represents: 1.That your petitioner was appointed guardian of the estates of Thara Donatelli and Donna Lee Donatelli on April 18,1968 by your Honorable Court and has since carried out the duties of its trust. 2.That on July 2,1968 your petitioner filed an inventory with the Clerk of the Orphans'Court of Washington County,Pennsylvania showing a total estate for Donna Lee Donatelli of $2032.66 i and an estate for Thara Donatelli of $1992.67.That your petitioner has bern receiving pension benefits for the above minors in varying amounts and is presently receiving $40 per month pension benefit for Donna Lee Donatelli.That said pension benefits will be increased in the near future to $56 per month when Thara Donatelli is again attending school.That said sum of $56 per month will be a joint award on behalf of Thara Donatelli and Donna Lee Donatelli.The present baiance in the estate of Thara Donatelli and Donna Lee Donatelli is $1989.67 and $2029.66 respectively. 3.That your petitioner has been informed by the Veterans AdministratioI that each minor is in need of an allowance of $25 per month for her care and maintenance.That said minors are presently living with their motha~, Mrs.Fay I.Donatelli,306 Lincoln Avenue,Charleroi,Pennsylvania,15022. \, ) 4.That your petitioner has been informed that Thara Donatelli has been given an Educational Opportunity Grant of $500,a National Defense loan of $200 and a College Work Order Employment of $300 per year.These educationa assistances were obtained through a Financial Aid Award from Cumberland College,Williamsburg,Kentucky,where Thaia Donatelli is enrolled. Petitioner has been advised that all board,room and tuition will be paid by these funds. 5.Petitioner has been advised by the Veterans Administration that Thara Donatelli is in immediate need of clothing for school in the sum of $200,that the sum of $100 is necessary for books,and that the sum of $125 is needed for plane fare,bus fare,and miscellaneous expenses incidental to her enrollment and expenses at Cumberland College. 6.That your petitioner has been informed that an Order of Court should be obtained for authority to pay the requested allowances on behalf of Donna Lee Donatelli and Thara Donatelli from their respective estates in its possession. WHEREFORE your petitioner prays your Honorable Court to make an order authorizing it to pay a monthly allowance of $25 to Fay I.Donatelli for the maintenance of Donna Lee Donatelli,and to pay to Thara Donatelli the sum of $25 per month for maintenance,and a further allowance to Thara Donatelli of $425 for clothing,books,plane fare,bus fare,and miscellaneous expenses incident to her enrollment and attendance at Cumberland College. And it will ever pray. PITTSBURGH NATIONAL BANK BY:_'~~~~_~~'~"";:,,.~~_~~..:-.._I Charles E.Enlow,Trust Officer -2- ,, ., COMMONWEALTH OF PENNSYLVANIA ) )55: COUNTY OF WASHINGTON ) Before me,a Notary Public in aforesaid County and Commonwealth, personally appeared Charles E.Enlow,who,being duly sworn according to law, deposes and says that he is the Trust Officer of the Pittsburgh National Bank, Washington Branch,Washington,Pennsylvania,and is duly authorized to make this~affidavit in its behalf;that he is familiar with the allegations set forth in the foregoing petition and that said allegations are true and correct to the best of his knowledge,information and belief. Sworn to and subscribed before me this day of ·Au c.:{/s i ,1968.'Z' MABEL E~RUTAN •NOTARY PUBLIC WASHINGTON,WASHINGTON,COUNTY MY COMMISSION EXPiRES FEB•.1,1969 -3- , I ., JOINDER OF VETERANS ADMINISTRATlLON It Daniel J.Parentt Chief Attorney for the Veterans Administration Regional Officet Pittsburgh,Pennsylvania,having read the foregoing petition, hereby accept service of the same and join in the prayer of the petitioner. -4- "'-'.- AND NOW,To Wit,this •> ORDER OF COURT 17 ~ay of Augus t,1968,the foregoing petition having been presented in open Court,upon due consideration thereof, and upon motion of Meyer Feldman and Daniel J.Parent,Esquires,the prayer of the petition is granted,and the Pittsburgh National Bank,Washington Office, Washington,Pennsylvania,guardian of the estates of Thara Donatelli and Donna Lee Donatelli,is hereby authorized to pay to Fay I.Donatelli,mother of said minors,the sum of $25 per month for the maintenance of Donna Lee Donatelli,from said minor's estate,and to pay to Thara Donatelli the sum of $25 per month for maintenance,said allowances to continue for the period of L!Aolf"-lL",{3)years;and the Pittsburgh National Bank is further authorized to pay to Thara Donatelli the sum of $425 for clothing,books,plane fare,bus fare, and miscellaneous expenses incidental to Cumberland College. I1 ! j I r i ~ ~ ~*",;~ (0eX)(,.;:) )'>c:GJ 'fA<~7/aU~i~ ·~,'.··",~·h1Mf· IN RE: APPOINTI1ENT OF ,A.GUARDIAN FOR THE ES'l'ATES OF ~RA DONATELLI AND DoNNA LEE DONATELLI, ~ErlrION FOR ~LLOWANCES MINORS, IN ,THE ORPHANS"COURT OFjlxW'AS~I~GTON COUN'lY,PENNSYLVANIA ~C?~!!:.?97 of 1968 •t"vb <vh....\'/IiV~;/'-'.::0{J;'r'"'"1::O {JC,....".1\;-;::;(f) ,"\"""'''',,-.~(f)'&,~,~;;,,.fll,,-0 0";'" ..•"",,·,~.~t~;>;;:c.~::><:i~·;:i':·\"~~" ."...'·r-·oI~~''1 ~~,~j)j>~&;i,; ,!A;DANI;EL;J'~:,~PAREN!'£:;;:,;"~'!:~~J,·t;;;6~~~}&S'"";;""~;;'"~,;t..';;;":~':~~>~;~~,t;,,:'.,(:';i~it'U,,:,r~r~,,;;',;~,.A1l :ff~~~a~:i~t?~~ding ~;:'.'c,·Te 1~p,hoIle: '~,J~:?;J7"llfi'". ! lie ,J;,,-.'~.,.:,......, ,t '~""I,;:".:~~;':.'.,..',,:"r~..i;.,i.";;,:••;;~~~.'7~:-';'~~"';;R~;~,,~~~,,,.';;~~':,d~r41J5~;~f~~~~_)~~J.:it:~~):"!:~~~:~i:;~~.;~~.,,,,~;;~""".,.;.r'sbtfttr.mtrffl+r;w !hki~;';i1dm";'-.Jitterff:2t4tt~(:tit.iF-8;ilir""~w_.;;M !! !: , I J ) COURT OF COMMON PLEAS OF WASHINGTON COUNTY ORPHANS'COURT DIVISION IN RE: ESTATES OF: No.597 of 1968 THARA DONATELLI and DONNA LEE DONATELLI, Minors. ORDER FOR SPECIAL ALLOWANCE JI.- AND NOW this 1.7 ....day of August,1969,the Court having been informed that Thara Donatelli is twenty (20)years of age and is presently enrolled as a full-time student at Cumberland College,Williamsburg,Kentucky;and Donna Lee Donatelli is fifteen (15)years of age and resides at home with her mother,Mrs.Fay I.Donatelli,at 306 Lincoln Avenue,Charlero~, Pennsylvania;and that these children are receiving monthly allotments from the Veterans Administration in the form of a pension in the total sum of $56.00 which has been credited to the respective minors in the sum of $28.00 each per month;and it further appearing that on August 29,1968 this Court authorized Pittsburgh National Bank as guardian of the within named to pay over to Fay I.Donatelli the sum ot $25.00 per month for the maintenance o£Donna Lee Donatelli and the sum of $25.00 per month direct to Thara Donatelli;and it now appearing that the Veterans Administration has suggested that the sum of $250.00 foi trans- portation,books and clothing be awarded to Thara Donatelli on' her return to Cumberland College and the sum of $100.00 be ;..,I awarded to Fay I.Donatelli for the purchase of clothing for Donna Lee Donatelli;and it further appearing that there is 'at present in the guardian account of Thara Donatelli investments ata cost of $1,400.00 and uninvested cash in the amount of $276.67;and that there is in the guardian account of Donna Lee Donatelli investments at a cost of $1,900.00 and uninvested cash in the amount of $155.66. NOW THEREFORE,upon motion of Bloom,Bloom,Rosenberg &Bloom,attorneys for the guardian bank,it is hereby ORDERED, ADJUDGED and DECREED that Pittsburgh National Bank be,and is hereby authorized to pay over to Thara Donatelli the sum of $250.00 to cover her expenses "for transportation,books and clothing at Cumberland College and to pay to Fay I.Donatelli, mother of Donna Lee Donatelli,the sum of $100.00 for clothing for the minor Donna Lee Donatelli. The monthly allowance for each minor in the sum of $25.00 shall continue according to Order dated August 29,1968 until further Order of this Court. B:;l/~~\f( '-../( \ WASHINGTON OFFICE WASHINGTON,PENNSYLVANIA 15301 August 19,1969 Thomas D.Gladden,Esquire Bloom,Bloom,Rosenberg &Bloom Attorneys at Law .Washington Trust Building Washington,Pennsylvania 15301 Dear Mr.Gladden: On April 19,1968,at No.597 of 1968 in the Orphans'Court of Washing- ton County,this Bank,through the Veterans Administration,Regional Office,Pittsburgh,Pennsylvania,was appointed as Guardian of the Estates of Thara Donatelli and Donna Lee Donatelli,minors. Thara Donatelli is 20 years of age,having been born on May 30,1949, and Donna Lee Donatelli is 15 years of age,having been born on December 14,1953,and make their home with their mother,Fay I. Donatelli at 306 Lincoln Avenue,Charleroi,Pennsylvania,15022. Thara Donatelli is attending Cumberland College,Williamsburg,Kentucky, and Donna Lee Donatelli is living at home. On August 29,1968,the Orphans'Court handed down an Order authorizing us to make payment of the sum of $25.00 per month to Fay I.Donatelli for the maintenance of Donna Lee Donatelli,and the sum of $25.00 per month direct to Thara Donatelli for her maintenance.. We hand you herewith letter received by us from the Veterans Adminis- tration suggesting that we petition the Orphans'Court for authority to pay to Thara Donatelli the sum of $250.00 for transportation,books, and clothing on her return to Cumberland College;and the sum of $100.00 to Fay I.Donatelli for the purchase of clothing for Donna Lee Donatelli. We have in the Estate of Thara Donatelii investments at a cost of $1,400.00 and uninvested cash in the amount of $276.67.We have in the account of Donna Lee Donatelli investments at a cost of $1,900.00 and uninvested cash in the amount of $155.66.We also receive the sum of $56.00 monthly from the Veterans Administration as pension for these minors,$28.00 of which we presently credit to each account. Thomas D.Gladden,Esquire 2 August 19,1969 We would be pleased if you would prepare a Petition to the Orphans'Court of Washington County for authority to make the expenditures set forth in this letter and outlined in the attached letter. Sincerely yours, Chas.E.Enlow Assistant Vice President CEE/bsk , VETERANS ADMINISTRATION REGIONAL OFFICE 1000 LIBERTY AVENUE PITTSBURGH,PA.15222 August 8,1969 OFFICE OF CHIEF ATTORNEY •Mr.Charles E.Enlow,Trust Officer Pittsburgh National Bank Washington,PA 15301 Dear Mr.Enlow: YOURFILE REFERENCE: IN REPLY REFER TO: 311/271 XC 3 399 849 DONATELLI,Nicholas A. DONATELLI,Thara and Donna (Minors) This will confinn telephone conversation with Mrs.Kohler on August 6,1969,during which I advised that Thara Donatelli contacted this office and requested an allowance of $45 for return transportation to Cumberland College,Williamsburg,Kentucky,where she is enrolled; $80 for school books and $125 for clothing,or a total allowance of $250.The minor will return to school September 5,1969. She also advised that her sister,Donna,is in need of clothing and requested an allowance of $100 for such purpose.The allowance of $25 per month now being paid for the maintenance of each minor should continue. please obtain an Order of Court authorizing such expenditures and furnish us a copy for our records. ;:;;:;~ BERTHA F.GREEN Estate Management Analyst Include Zip Code in your return address and give veteran's social security number. Show veteran's full name and VA file number on all cONiespondence.If VA number is unknown,show service number. COURT OF COMMON PLEAS OF WASHINGTON COUNTY ORPHANS 'f COURT DIVISION IN RE: ESTATES OF: J THARA DONATELLI AND DONNA LEE DONATELLI, Minors. ) ) } No.597 of 1968 o R D E R " AND NOW,this ~day of June,1972,the court having been informed that Donna Lee Donatelli,is 18 years of age and is presently enrolled as a full-time student at cumberland College Williamsburg,Kentucky;and has completed one year of schooling at the said Cumberland College and is presently enrolled as a full-time student for the summer term at said cumberland College and it appearing that the Veterans Administration has r~commended that the amount of $150.00 be paid to cover the cost of tuition for the minors enrollment for.the summer term at cumberland College,Williamsburg,Kentucky;and it appearing that the pittsburgh National Bank has in its guardian account of the said Donna Lee Donatelli investments at a cost of $1,100.00,income cash in the amount of $35.41,principal cash in the amount of $237.96,and investment income in the amount of $316.47. NOW THEREFORE,upon motion of Bloom,Bloom,Rosenberg and Bloom,attorneys for the guardian bank,it is hereby ORDERED, ADJUDGED AND DECREED that Pittsburgh National Bank be,and is hereby authorized to pay over to Donna Lee Donatelli the sum of $150.00 to cover the cost of tuition for the summer term at ~---\ cumberland College,Williamsburg,Kentucky. ,- T"'PITrSBURGH NATIONAL BANK WASHINGTON OFFICE WASHINGTON,PENNSYLVANIA 15301 June 21;1972 t ~,".. ,.,'; George R.Sewak,Esquire , 200 Washington Trust Building Washington,Pennsylvania 15301 Dear George: ',' Re:Donna Lee Donatelli A Minor We are in receipt of a request from the subject minor for $150.00 to cover the cost of tuition for the summer course at Cumberland College, Williamsburg,Kentucky. We have contacted the Veterans Administration and they recommend that this money be forwarded to Miss Donatelli to be used for that purpose. We presently have in this minor's account Income Cash in the amount of $35.41,Princ'ipal Cash in the amount of $237.96,Investments of $1,100.00 and Inve~ted Income of $316.47. We would be pleased if you would discuss this matter with Judge Marino, and if he'is in agreement therewith,prepare the necessary Petition and Order to permit us to make the requested disbursement. Sincerely, ".~~- Joseph W.Linn Assistant Trust Officer JWL/jlm .',<' IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHAN'S COURT DIVISION IN RE:) ) ESTATES OF:) ) THARA DONATELLI AND )No.597 of 1968 DONNA LEE DONATELLI,) ) Minors.) o R D E R AND NOW,this.2 ,3d day of August,1972,the court having been informed that Donna Lee Donatelli,is 18 years of age and is presently enrolled as a full-time student at Cumberland College,Williamsburg,Kentucky; and has completed one full year and a summer term at the said Cumberland College,and it appearing that the Veterans Administration has recommended that the amount of $100.00 be paid to cover the cost of books and expenses for the minors enrollment at Cumberland College,Williamsburg,Kentucky;a copy of the letter stating the request of the Guardian,Pittsburgh National Bank,is attached hereto and marked Exhfubit "A";it appearing that the Pittsburgh National Bank has in its guardian account of the said Donna Lee Donatelli investments at a cost of $1,100.00,income cash in the amount of $236.00,principal cash in the amount of $9.96 and investment income in the amount of $351.88. NOW THEREFORE,upon motion of Bloom, Bloom,Rosenberg &Bloom, attorneys for the g~ardian bank,it is hereby ORDERED,ADJUDGED AND DECREED that Pittsburgh National Bank be,and is hereby authorized to pay over to ) Donna Lee Donatelli the sum of $100.00 for schooling at said Cumberland College, Williamsburg,Kentucky. BY THE COURT .."',' ,,~,.-... 'V PITTSBURGH NATIONRL BANK WASHINGTON OFFICE WASHINGTON,PENNSYLVANIA 15301 August 14,1972 George R.Sewak,Esquire 200 Washington Trust Building Washington,Pennsylvania 15301 Re:Donna Lee Donatelli A Minor Dear George: We are in receipt of a request from the subject minor for $100.00 to cover the cost of books and,expenses at Cumberland College,Williamsburg, Kentucky. We have contacted the Veterans Administration and they recommend that this money be forwarded to Miss Donatelli to be used for these purposes. We presently have in this minor's account Income Cash in the amount of $236.00,Principal Cash in the amount of $9.96,Investments of $1,100.00 and Invested Income of $351.88. We would be pleased if you would discuss this matter with Judge Marino, and if he is in agreement therewith,prepare the necessary Petition and Order to permit us to make the requested disbursement. Sincerely, ._~~~ Joseph W.Linn Assistant Trust Officer JWL/jlm • EXHIBIT "A" ---------------------------------------------------, TR-2 REV..9-62 ) IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION ESTATE OF DONNA LEE DONATELLI,A MINOR FIRST AND FINAL ACCOUNT OF PITTSBURGH NRTIONRL BRNK GUARDIAN NO.80742-2 PITTSBURGH,PA. SUMMARY SCHEDULE A PRINCIPAL -PERSONALTY MARCH 20,1973 Receipts Page 3 $3,732 86 Disbursements Page 4 Amount transferred to Income-Personalty Balance SCHEDULE B INCOME -PERSONALTY Receipts Page 5 Amount transferred from Principal-Personalty Disbursements Page 5 Balance $2,561.40 71.46 $388.18 71.46 459 64 24 29 $1,100 00 NET BALANCE $I1,535)35 ------ ,J .. I.... DONNA LEE DONATELLI :TR-2-A REV.9-62 I THE BALANCE CONSISTS OF THE FOLLOWING: "PRINCIPAL -PERSONALTY Savings Account Dollar Savings Bank $1,100 00 INCOME -PERSONALTY Savings Account Dollar Savings Bank $388 18 Cash 47 17 4'i1)'il)l I $1,535 35 , , I -2- :~• DONNA LEE DONATELLI I TR-2-A REV.9·62 I SCHEDULE A ! PRINCIPAL -PERSONALTY RECEIPTS I 1968 661July2Inventoryfiled$2,032 Assets Acquired 1968 Aug.9 Deposit to savings account Dollar Savings Bank $1,900.00 I I Conversion of Assets without Gain or Loss Proceeds partial withdrawals of savings account Dollar Savings Bank - 6/8/71 .150.00 6/15/71 150.00 8/26/71 ~OO.OO00.00 Reduction in carrying value 800.00 0 00. I Treasurer of the United States - Veterans Administration Pension -8/14/68 to 3/9/73 1.700 20 $3,732 86 I I II I I I I I I -3'- - ---------------------------~~--, ... DONNA LEE DONATELLI TR-2·A REV.9·62 DISBURSEMENTS 3 00 3 50 1 75 °75 6 00 25 00 28 00 12 50 $ Notary feeNormaJeanPees Russell Marino,Clerk of Orphans·Court Division - Filing inventory Russell Marino,Clerk of Orphans:Court Division - Filing petition for allowance and certi- fied copy of order dated 8/29/68 Administrative Expenses Bloom~Bloom,Rosenberg and Bloom - Professional services securing order of court for special allowance Bloom,Bloom,Rosenberg and Bloom - Professional services securing order of court for special allowance Russell Marino,Clerk of Orphans'Court Division - Filing petition for allowance and certified copy of order 3 28 Bloom~Bloom~Rosenberg and Bloom - Professional services securing order o:f court 28 -Russell Mar.ino~Clerk of Orphans'Court Division -. Filing petition for allowance and certified copy of order dated 8/27/69 1971 June 25 1972 June 30 Aug.24 24 Sept.10 1969 Aug. 1968 July 1973 Mar.20 Bloom~Bloom~Rosenberg and Bloom - Attorney's fee 20 Guardian's compensation 184 54 221 36 $486 40 I Distribution Payments to and on behalf of Donna Lee Donatelli,a minor - $ 1~525 00 ___5.....>5-,,-0t-'00 1__-=2..,:1...0:::;..1)71:)00 2,561 40 1 -.171 46AmounttransferredtoIncome-Personalty Fay I.Donatelli - Maintenance -9/3/68 to 2/28/73 1,375.00 Clothing -8/28/69 and 8/27/70 150.00 Donna Lee Donatelli - Tuition,books and expenses at Cumberland College -6/9/71 to 8/24/72 $2,632 86 -4:- I L DONNA LEE DONATELLI TR-2-A REV.9-62 i SCHEDULE B INCOME -PERSONALTY RECEIPTS Interest -Savings Account, Dollar Savings Bank 8/9/68 to 11/30/72 $388 18 Assets Acquired I Deposits to savings account Dollar Savings \Bank - 12/16/71 $316.476/12/72 35.4112/5/72 36.30 $388 18 Amount transferred from Principal- Personalty 71 46 $459 64 -----=- DISBURSEMENTS 1972 Apr.11 Pennsylvania Department of Revenue - Balance 1971 Pennsylvania income tax $1 00 Guardian's compensation 2"i 29 $24 29 MCD:mad -5- ) ..j. .J-I Jl~a.a nf lIa.aqiugtnu)'Qtnuuty iiuininn Qtnurt nf Qtnmmnu ®rP4aun~Qtnurt In the matter of the Audit of Account in ...., Estate ofL-iJ..=:..:O:..:;NN.:,:'=A,:,.'....:L==E.=E;....,;:D:..:O:;,:N:.:.:A,:,.T::.;E=L=L:.=I:....-l 597 of 1968No.__----:__-.,..--'_ a minor TO THE AUDITING JUDGE: :" Enter_--=-o...:.u:..:;r:....--------..appearance for_---:P:..I=T-=T:..::S:.:B:.;U:.;R:.:.G=H:......::N.:.:A.:.:T=-I::.O.=..:.:N:.::A:..:L=-....:B=A:.:.:..:NK~,__.:G=_u=a.::r...:d::..:i:..;a::.:·n:..:-..::o..::..f DONNA LEE DONATELLI,a minor .' ,I 'L-__":"':"'-=--_~__-I'19~ N.B.-Counsel shall,by separate paper,present a concise statement of each claim,with supporting calculation of any Interest claimed.Objeotions 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 thatregard. "".- " -.....No.597 of 1968 In re Audit of Account in Estate of:::. !- DONNA LEE DONATELLI,a minor AUDIT Jrarrip:e fnr i\pprttrarirr FOR r·-'··-".-'0 ." PITTSBURGH NATIONAL BANK, Guardian .. BLOOM,BLOOM,ROSENBERG &:BLOOM .Attorney --:',.... -~.~-;f;-,":.....~ / (1:\ ') ., ~2 -. ,. Form for Guardian or Trustee 'rtitinn ~ur Au~it lin wqr ®rpqun5·Qtourt of lIu541u9ton QInuuty ) Estate of P..Q.P.:P.:?..Jt.~.~l?.!?.g~.t.~.U.L . For .. minor-iac9R1~t--Ul&~~ Date of trust . or guardianship A.P.£.iJ..J.?.),...J.9..§.~.. If there have been former accounts filed in this estate,list: Filed at No ?.~.z..of 196..~. Fiduciary J?.i..t.t.~.b.y.rgb.Niil.t.;lQn~l..:6.mJk... Place of record of appointment.....:?9..Z Q.L12.§.?Q.:.Q.,.. Reason for filing this account.....l?g.gP.:~...Jt.~~...l?9.g~.t..~lU ....!?~£~m.~..:l?...y..~.?..~.§...gJ....?g.~....~!LQ~s.~m!?.~E....J~.I....ln.L All persons having any interest,vested or contingent (including claimants),in the fund now before the COUit, with the nature of their interests are: Donna Lee Donatelli,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 Set·forth any legal problems requiring·adjudication by the Court or difficulties that must be met in distribution: Non~.. Balance for distribution per account,Principal $l.~.J.Q.Q.:..Q.Q .. Additional debits not shown in account: (Indicate whether income or principal) Principal VA Benefits to 4/11/73 $42.00 Income $~,15..,..J.5.. Income Dollar Savings Bank -Interest to 3/31/73 25.21 Total additional debits $6.1.•.21 .. Additional credits not shown in account: (Indicate whether income or principal) Principal Russell Marino-Filing Fee P.N.B.-Guardian's Compensation Joseph W.Linn-Reimbursement Notary J Fees Fay I.Donatelli-Maintenance of ward Income P.N.B.-Guardian's Compensation $19.00 2.52 1.50 50.00 $73.02 1.51 Balance for distribution Total additional credits Principal $..l.)..Q.§.?~..9..?.......................... Income $A~.?:..9..?... Total $.J.~..?.~.~.~.9.}. $...?~.~.~:?........................ 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 entirely of cash .~..... Estate of Donna Lee Donatelli, A Minor ) ) ) ) ) In the Court of Cornman Pleas of Washington County,Pennsylvania Orphans'Court Division No.597 of 1968 DECLARATION AND REQUEST FOR CONFIRMATION OF ACCOUNT I,the undersigned,Donna Lee Donatelli,do hereby certify that I was born December 14,1953,and became nineteen years of age December 14,1972;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 _-s-I"".'~_day of t:l;tu:~ 19 :$1 ,-.,,'- Witness: 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 Donna Lee Donatelli: Entire balance after costs of Audit .. COUNTY OF WASHINGTON, COMMONWEALTH OF PENNSYLVANIA, The above named Fiduciary or representative thereof, being duly §.WOgr,ll doth depose and say that the facts set forth in the foregoing petition are true to the best of...b.J.§knowledge and belief. sw,or.uj.to and subscribed before me This I.I~d~y of ~.~y.19f1..?} ...~Signature O~·Off.ice·.:.......'....~. .."-.~. Title of ·Officer NQt.F.i.b:..~,.:r.l.l);tl.:i..c.::. Office expires.I.CII.~.~~. ·'_~n'TC)WIIJb.IP,Wolhl,..,ton Ce.,I My C£iftbliiriaj ~_utt ~O,197) ..\ I "~-~ And your petitioner will ever pray,etc. ......f.it.t.§.!?M;r;:g):l..NAl.t..i.QXliit.l .B.a.nk .. ··~I.;~f&t·~··············_· "' I I '1 \ I,, I .f ~.\' :i...~'~._.._.A" I .........'. 'rUtinn ~ur i\ullU IN THE ORPI-IANS'COURT OF WASHINGTON COUNTY FORM USED FOR GUARDIAN-INCOMPETENTS -OR TRUSTE~S No.."""..5..9..7.of 196 JL. ESTATE OF..".RQ.nP.:~""1.§:.~""p.9.P.:~.t..~.1J"!.."....."",,.,,.,,.... FOR""""."""""".."""""."""""."..".""."".."..""."."."".".""".""..:".."" minor-iRooA19Iitent-l.i£e.t&na~ ".~,~.~.~.~.~.':1..~.~.~""~.~.~..~.??:~.~""~.~?:~"""..."."."""...".... ."G:'};~x.gJ.~P.:"""""""....""."""."."""."""".....".",,.,,,,.,,",,.."...".."." 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. .........~.19.Q~.s."JnQ.9.m.s"".R.9.§.~.nJ;L!;~x:.g,."&""B.1QQm,,.."". Counsel for accountant. 'Vd "00 N01~NIHS'Ih\ SllL~~J 0 H31 Sf D3H ONPi;~~'!J3SSnH O~£IJd B Nnr fL, da·",:1 "·1 ,.J ':<,-",...,,1 .,.J j '/t ,:~...,''.) ....\,~I .... \, /.......' \.,\,...t IW 1..L ),"