HomeMy WebLinkAboutOC1968-0857 - ESTATE OF ESSELSTYNr=-;~-..~~c~••~_."~~_........._==~
I Form for Guardian or Trustee
J
JIttitinn .~ur Aubit
lin ijJ~r(@rp~ans·Qtnurt of lIa!l~in!ltnu aInunty
Estate of ~::':~.~.~~.~~...9..~::':E::':~.~..~~.~.~..~y.~.
.............................................................................................~.
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Date of tt;Ist .Au ust 1 1955orguardlanshlpB1 .
If there have been former accounts
filed in this estate,list:
None filed
Filed at No ~.?.7...of 196..~..
Fiduciary.....R.H.t~~M.t~b...ll.a.t.;i.Q.na.l..].a.nk..,....Gua.r.dian
Place o~record N 246 f 1955 a Cofappolntment.~.~~~~..
Reason for filing this account..f..o.rme.r minQr b.e.c.ame.2.L..}l".e.ar.s Qf age.s;m AuglJs.t 2~.l.9.6.8 .
All persons having any interest,vested or co~tingent (including claimants),in the fund now before the Court,
with the nature of their interests are:
Margaret Clara Esselstyn -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~y the Court or difficulties that must be .met in distribution:
".'_1......."7'1.'
None
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Balance for distribution per account,Principal $9,919 •82............................................................
Income $.
Additional debits not shown in account:
(I!1d~c,~te~hether income or principal)
Income:
Interest on Redemption of $9,000.General Motors Corp.
Short Term Loan 2 144.52
Total additional debits
Additional credits not shown in account:
(lndiC,ate,-,vhe~her income or principal)
Principal:
Margaret Clara Esse1styn -Advance Distribution (See Receipt
attached)
Income:
Pittsburgh National Bank -Compensation
Total additional credits
$........144.52....................................................
$1,050.00
8.67
$..1.I.9.:?§..~.§..?..
Balance for distribution Principal
Income
Total
$....§..?..?..?..?..~..?..?.................................
$~.~~.~..~.?..
$??gg.?.~..~.?..............................
If the balance for distribution is not in cash,list items held in kipd with carrying value designated,and if this is
a distribution account,file elections to take in kind for all items so listed:
Balance for distribution consists solely of cash.
"'--.,....
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Set forth accountants suggestion as to manner and form of distribution to be made,awards to be stated in pro-
portions unless specific amounts or items are designated by instrument under which estate is being distributed:
To Margaret Clara Esselstyn -former minor -entire balance after costs of audit of
this accounting
(See Stipulation of former minor attached hereto)
COUNTY OF WASHINGTON,
COMMONWEALTH OF PENNSYLVANIA,
The above named Fiduciary or representative thereof,
being duly l?RQ?;.ll doth depose and say that the
facts set forth in the foregoing petition are true to the
best of...h;hl?knowledge and belief.
........$.F..QIn to and subscribed before me f,
Se).fe...,...e,-
This £day of ~.~196.~..
Signature of Officer :.
Title of Officer N.Q.t.9.t'Y fuRlt.\;..
Office ex,pires ,;;;::.~.~.~~..f..~J;U::M.f.l.IY.L l9..§.9...IvlhiJ'LL.;...·;"';
IWI,,~Y •;L1e ,.
r"\.'''I'lG~O:'l coUNTYWASHINCU",,,'0'c 'C'l''iO'::,l .
....\55101'1 l:,'(pl,1l .s .-"_,I ~':I.Y.CO..""
And your petitioner will ever pray,etc.
PITT~BURGH N~TI~F/ANK .~~~t-&1/~·.B.:Y.· • ·..· •T·~:;~·f·f·i·c·~·r ·
1...'.-
'rtitinn &ur J\ullit
IN TJotE
ORPI-IANS'COU·RT
OF WASJotINGTON COUNTY
FORM USED FOR GUARDIAN-INCOMPETENTS
-OR TRUSTEES
No ~.?..?..of 196.JL..
ESTATE OF..........Max:,g.ax:.~.t.....C..la.r.a....E.s.s.e1.s.ty..n
~.
.....................................................................................................................................
mlnor-i~~~X
Pittsburgh National Bank........................................................................................................................
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Guarodian............................................~~..~~.
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Counsel for the accoun~nt shalf submit];erewith thefollowmg,if pbrtinent:;"~".-'
-'f•__.":_"'..'"1
Will or trust instrument-attested.r i !
Inventory.f-(~..0
Signed election§J?o(itemsl~fo be taken in kind-
if distribution account.
4.Stipulation or certificate.:by minor approving
account.0
5.Praecipe for those represented.
6.Brief-for any question of law raised.
l.
2.
S.
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Zeman &Zeman· · · · ·..·..·C~~~~i"·f~;..·~~~;;-~t~t:·..
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In the Orphans'Court of
Washington County,Pennsylvania
Estate of
MARGARET CLARA ESSE~STYN
a minor
)
)
)
)
)No.__8_5_7_of 1968
DECLARATION AND REQUEST
FOR CONFIRMATION OF ACCOUNT
I,the undersigned,Margaret Clara Esselstyn,do hereby certify
that I was born August 24,1947,and became twenty-one years of age
August 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 ........d-o;;:;.b__day of C0u.o.\A.ly-t
\,1968.
~~cvt-d tXQv\"R.~~~\f\~argaret Clara Esselstyn ~~
WITNESS:
~M·~~~
TR·2 REV.9·62
IN THE ORPHANS'COURT OF WASHINGTON COUNTY,PENNSYLVANIA
ESTATE OF MARGARET CLARA ESSELSTYN,A MINOR
FIRST AND FINAL ACCOUNT OF
PITI5BURGH NATIONAL BANK.
FORMERLY PEOPLES FIRST NATIONAL BANK &TRUST COMPANY
GUARDIAN
/
NO.80301-2
PITTSBURGH,PA.
SUMMARY
SCHEDULE A
PRINCIPAL -PERSONALTY
JUNE 12,1968'
Receipts Pages 3 and 4
Amount transferred from
Income-Personalty
Disbursements Page 5
Balance
$13,255.97
5,584.24 $.18,840 21
8,920 39
$9,919 82
SCHEDULE B
INCOME -PERSONALTY
Receipts Page 6 5,997 75
Disbursements Page 6 $
Amount transferred to
Principal-Personalty for
investment an.d distribution
Balance
413.51
5,584.24 I 5,997!75!-_...:::....=c"':::"'=-...:.-.+-:....=:-..JI
NET BALANCE $I9,919 i 82
II
II
MARGARET CLARA ESSELSTYN
TR.2A REV.9-62
THE BALANCE CONSISTS OF THE FOLLOWING:
PRINCIPAL -PERSONALTY
Bonds'
General Motors Acceptance Corp •
.Short Term Loan
$9,000 $9,000 00
Cash 919 82--
$9,919 82
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MARGARET CLARA ESSELSTYN
TR.2A REV.9-62
SCHEDULE A
PRINCIPAL -PERSONALTY
".RECEIPTS
1957
$Oct.1 Inventory filed 10,000 00
Assets Purchased
Common Trust Fund B of Peoples First
National Bank and Trust Co.
1/24/57 462 units $4,989.42l%%t 494 units 5,071.70
7 29 59 50 units 599.63
5/2 60 25 units 294.33 $10,955 08
Common Trust Fund Legal Investments of
Pittsburgh National Bank
I 9/2/60 .0233 unit 0.28
3/3/61 38 units 476.79
5/28/62 49 units 626.49
5/24/63 4O units 534.88
9/11/63 8 units 108 ..32
1/'.29/63 12 units 160.5332/64 10 units 136.75
9/4/65 20 units 281.63 2,325 67
1968
May 31 $9,000 par General Motors Acceptance Corp.,
Short Term Loan 9,000 00
$22,280 75Cashdisbursedtopurchasetheaboveassets22,280 75 0 00
Gain on Conversion of Assets
1965
May 6 1,712 units Common Trust Fund Discretionary
Investments of Pittsburgh National
Bank .13,280.75
Cash in lieu of .76 unit 7.92
13,288.67
Received in exchange for
1,199 units Common Trust Fund ILegalInvestmentsofPitts-
burgh National Bank
Carrying value 13,280.7~$7 92
Aug.9 Proceeds redemption 70 units Common Trust
Fund Discretionary Investments of Pitts-
burgh National Bank at
10.03290 702.30
Carrying value 543.02 159 28
Amounts forwarded $167,20 $10,000 00
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MARGARET CLARA ESSELSTYN
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TR-2A REV.9-62
Amounts forwarded $167 20 $10,000 001966
Aug.10 Proceeds redemption 108 units Common Trust .
Fund Discretionary Investments of Pitts-
burgh National Bank at
$1,004.389.29976
Carrying value 837.80 166 58
1967
Feb.13 Proceeds redemption 62 units Common Trust
Fund Discretionary Investments of Pi tts-
burgh National Bank at
,9.7046 601.69
Carrying value 480.97 ·120 72
Aug.10 Proceeds redemption 301 units Common Trust
Fund Discretionary Investments of Pitts-
burgh National Bank at 9.9797 3,003.89
Carrying value 2,334.98 668 911968
May 9 Proceeds redemption 1,171 units Common
Trust Fund Discretionary Investments of
Pittsburgh National Bank at
9.5786 11,216.54
Carrying value 9,083.98 2,132 56 3,255 97
Conversion of Assets Without Gain or Loss
1960Sept •.2 1,021.9767 units Common Trust Fund Legal IIInvestmentsofPittsburghNationalI
Bank 10,955.08
Received in exchange for
1,031 units Common Trust Fund
B of Peoples First National
Bank &·Trust Co.
Carrying value 10,955.08 0 00
$13,255 97AmounttransferredfromIncome-Personalty
for investment and distribution 5,584 24
$18,840 21
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MARGARET CLARA ESSELSTYN
TR-2A REV.9-62
DISBURSEMENTS.
·,
1956
Dec.
1 1957
10ct.
I 1958
Mar.
1967
June
1968
May
June
Administrative Expenses
11 Register-
Certified copy of appointment $
11 Zeman and Zeman -
Reimbursement for amount advanced for
filing petition for appointment of
guardian and exemplification of record
1 Register-
,Filing guardian inventory
18 Zeman and Zeman -
Professional services and notary fees in
re appointment of guardian
28 Clerk of Orphans'Court -
Petition and order for allowance
29 Zeman and Zeman -
Professional services in re petition for
allowance
16 Zeman and Zeman -
Professional services in re petition for
allowance $25.00
Costs advanced 3.00
12 Russell Marino,Clerk of Orphans'Cour~
Filing this Account
12 Zeman and Zeman -
Attorney's fee
12 Pittsburgh National Bank -
Guardian's compensation
Distribution
Payments to and on behalf of Margaret C.
Esselstyn,a minor:
Margaret Clara Esselstyn -
Allowance for educational expenses -
Paid 11/18/64 to 5/16/68 $
Willard A.Esselstyn -
Allowance for educational expenses of
minor -Paid 8/31/67
Commonwealth of Pennsylvania,Slippery Rock
State College -
Registration fee -Paid 11/8/65
o 10
2 20
1 50
20 15
3i50
35 00
28100
17 00
265 00
715 00 $
4,407 94
3,400 001
25 00
1,087 45
7,832 94
-5-.
$8,920 39
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-.
MARGARET CLARA ESSELSTYN
TR-2A REV.9-62
SCHEDULE B.
INCOME -PERSONALTY
RECEIPTS
Income -Co~~on Trust Funds
Sl\1K:lmp I
Common Trust Fund Legal Investments,
formerly B of Pittsburgh National
Bank,formerly Peoples First National
Bank &Trust Co.
462 units -4/24/57 to 10/23/57
956 units -1/23/58 to 7/23/59
1,006 units -10/23/59 to 4/27/60
1,031 units -7/26/60 to 9/1,60
1,022 uni.ts -tl/~l60 to 2 ~2611,060 units -5~4 61 to 5 25 62
1,109 units -9/7 62 to 5 20 63
1,149 units -9/Xi631,157 units -11 22/63
1,169 units - 2 24/~4 ..
1,179 units -5/22/64 to 9/2/64
1,199 units -10/27/64 to 5/4/65
Common Trust Fund Discretionary Invest-
ments of Pittsburgh National Bank
1,712 units -7/31/65
1,642 units -10/31/65 to 7131/66
1,534 unit..s -10/31/66'to 1/31/67
1,472 units -4~~J to7~1~1,1~(1 units-10/31/67 to 4/30/68
DISBURSEMENTS
Accrued income on purchase of securities -
Paid 1/24/57 to 5/2/60 .
1965,1966 and 1967 County personal
property tax
Guardian1s compensation
Amount transferred to Principal-Personalty
for investment and distribution
-6-
$
$
133 98
726 56
342 04
277 05
227 20
665 34
570 19
171 14
136 86
157 37
324 33
456 18
157 67
646 21
303 85
304 82
396 96 $
62 24
5 68
345 59 $
$
5,997 75
413 51
5,584 24
5,997 75
Ii
3Jn tqr OOrp4uuli'arnurt of IIuliqingtnn arnuntll
In the matter of the Audit of Account in
/
Estate nf MARGARET G.LARA.____. _ .
.ESSE.LST.YN t ..··minor..
TO THE AUDITING JUDGE:
No Jt5..z : ___,,19..6.$.,A.A.
Enter QJJr.appearan:ce for Pitt.sburgh Nat.iO-na-l Ban-k-•...-Gua-r-d·ian._,,',,
N.B.-Counsel shall,,by se'parate pa;~»"present a concise statemen of
each claim,with supporting c~lation of any interest clai ed.
Objections to an account as filed,shall be concisely stated i a
separate pwper.-Counsel sug,gesting proper distribution shall .
a separate concise statement in tha:t regard.
No 85.1,of ,19.6.8,A.A.
In re Audit of Account iIlJ Estate of
.MARGAR.E.T G.LAR.A E.,S.S.ELSTY.N J .
....m.:i.n.Q;r.__
AUDIT
'rnrripr fur .Apprnranrr
FOR
l?it.t.s_b.ur.gh N.ati.on.al Bank.,_
..G.uar..di.an .
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..........................z..E.MA.N ANP..ZE.MA.N...
Attorney S
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31u t~t (@rp~Ull!1'<t!aurt af IIU!l~iu!ltnll <trnullty
ESTATE OF No..~?.~Of 19 6B ~
....Margar.e.t..C.lar.a Es.a~l~t.Y.n.,.
......................................a,...min.or-:.
In the matter of the.....Ji!a:!'-st...an4...1i!iaal...
Account of..!~.~.~~E.~.~~..~.~~~.?~.~~...~~.k
······································Gua·pdlan·······.
1
10
Balance __ _.
Deduct Clerk's Costs &Receipts ~..
Attorney ~_~~~~~~~~~~~___..
Additional credit asked at audit
B61ance per account ~.
Additional debit asked at audit
ADJUDICATION AND DECREE
And now ~~.:P.~.~.~~.~~_.._ _I/l ,19..?~..,this matter came on for hearing,
audit and distribution at this session and testimlr;y taken;and thereupon,upon due consideration
.thereof the .babcwce for distribution in the hands of the Accountant is determined to be
$.._._9.,.9.Q5..•..H._and the account is accord i ng Iy confirmed;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,unle:ss exceptions hereto be filed
sec.reg.or an appeal be taken herefrom sec.leg.
Margaret CleraEsselystyn,balance,cash,8980.67
No balance
0 Q :J Z-+-n 0n.....m 0 ::JVlc:CD~.....:JQ 3..........0"CD 0 Q0-+-"1"~......=-+-CD....0"0 0....-+--+-t"\.....\N ~::J5111/;\;JO H31S183IJ ....CDONI~,fV~Jo T13SSn~....~=\t :=
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IN THE ORPHANS'COURT OF WASHINGTON COUNTY,PENNSYLVANIA
ESTATE OF
MARGARET CLARA ESSELSTYN,
A MINOR
)
)
)
)
)
No.857 of 1968
R E C E I P T
AND NOW,this 28th day of August,1968,I,MARGARET CLARA
ESSELSTYN,hereby acknowledge to have received of and from PITTSBURGH
NATIONAL BANK the sum of One Thousand Fifty and no/100 ($1,050.00)Dollars,
being an advance distribution of funds due me from my Guardian Account with
said Pittsburgh National Bank and hereby authorize said Pittsburgh National
Bank to take credit for said sum as such advance distribution to me in their
Petition for the Audit of their Accounting as my Guardian,which Account was
filed to the above number of the Orphans'Court of Washington County.
~~~~CARET CLARA ESSELSTYN
w~:l-CI..(\\
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I
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KN~ALL MEN-:BY TH.ISI i?1mSBNTS.That 1.14.AttGARET CLARA ESSEtsftN,
having QttntlUJd thet;a~elf twGAty-oneyaaro,do hOl'obY4Ql~lodge thot I
hOv£\this do.y *,Qcolved of $1d from 'lttsburgb Nt.lti~.l Iklll&.my gutfolan,
du],)!'4ppo1nted by the Or:phQas'Court or lfasbtngton County,Permoylvao!4.
thoeum oflUsht i'bouEHlad.Nino Utmdr!Jd Btgoty 4nd 61/1tlO ($8,980..67)DoU4fS,-
bolllg theomountowuded to IllO at tlQ.851 fit 196&of tbo Ol:pbop'Court of
"'4!1td.oglon (<Nat".'ennoylvanu,lltn full $st11lf4Ctlon tmd ~yment of ell
/.....
clai.~htebIh4ve,Of might haw.aC41Q$t my said 8UOt'dl4l\,a'AG of ..11
montes ot proporty forwhi.cb (to mty ~aceountabl0,lind I do.tberofOI'(h by
thes<J preseats,~~se•.rel~~ejl qute-e.latm And fOl'evor discharge the Quid
PU.tsburgh ~tl0n41 8a$~•.$'ld lteaueeesuots.of an4 from tho said suttrd:tJiuwhlp.
aM 0'4nd nom $11 ~tlo,u.sutts.paymQntfJ,~kOn_t:_s.clt)ims a~dCSJQtl.do
wMte~.~l .for or by:rcm1on ther'eof.
IN WtMSS tnmaIOP~_1 htlvo herountosQt:mybandthls \J \-.,...::i"
of ..:s~u:"A.I).,1961l.
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