HomeMy WebLinkAboutOC1968-0897 - ESTATE OF SKIRCHAKFonn for Guardian or Trustee
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ANDREW'SKIRCHAK;Estate of.:.
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For :_..
~incompetent-~XiMMiX
Dateof~~guardianship O'c.t.o.b~.r 6 1.9..6.7...
If there have been former accounts
filed in this estate',list:
Filed at No ~.?.?.of 196.~:.
..Mellon National Bank andFIducIary ..
Trust·Company,Guardian.__.
Place o~record No.295 of 1967 o.C.ofofappolntment._..
Washington County
Reason for filing this account...·.Q.~~!~..~.~!~.~.~~P..~.~~~~.!!.M~.y..:.?.~~.?..?..~.
All persons having any interest,vested or contingent (including claimants)I in the fund -now·before the Court,
with the nature of their interests are:.
Samuel C.Slifka,·Executor Esta.te of Andrew Skirchak,Deceased -Entire Fund
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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
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Set forth any legal problems requiring adjudication by the Court or difficulties that mu'st be met in distributio:J.:
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Balance for distribution pe~account,
Additional debits not shown-in account:
(Indicate whether income or principal)
.Principal:
Withdrawal of monies deposited at interest
Carrying valu,e
Withdrawal of monies deposited at interest
Carrying value
Income:
Interest on monies deposited ·at interest
4/1/68 to 6/27/68
•••
Principal
Income
$7,000.00
7,000.00
700.00
700.00
Total additional debits
$1.J..9..J.:1:.•..5..Z ..
$~.~.:..
-0-
-0-
7Z.45
$??~..~.?.
Additional credits not shown in account:
(Indicate whether income or principal)
.Principal:
Register of W~lls.-Co~t of filing First
and Final Account
Income:
.Accountant's compensation
$15.00
4.35
Balance for distribution
Total additional credits
Principal $1.~.9.19.5.Z ..
Income $Q.e.,..lQ .
Total $...!...~..?~.?~?..?~..
$~9.35......................................
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:
.Samuel C.Slifka,Execu;tor Estate of Andrew
Skirchak -Advancement~..)
Cash·
..
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$5,783.89
2,203.73
$7,987.62
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Set ~orth accountan~s 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:
Accountant respectfully requests your Honorable Court to award balances,
Principaland.lncome,to Samuel C.Slifka,Executor·Estate of Andrew
Skirchak,-Deceased,with credit to be given for'advancement as shown and
further requests discharge as Guardian.
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COUNTY OF WASHINGTON,
COMMONWEALTH.OF PENNSYLVANIA,~SS
And your petitioner will ever pray,etc.
Mellon National Bank and Trust Company,
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The above named Fiduciary or representative thereof,
being duly .5JN..o.r.n doth depose and say that the
facts set forth ~,the foregoing petition are true to the
best of its knowledge and belief.
.........~.~g.!.~_to and subscribed before me
This ~.~.~,day of ~~~..1~6.~..,.')"·..V··..··:·..·....,,·..·..··..:·
Signatur;:of'Office;.b !.??.:..i~x~..
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Trust Officer
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'ptitian ~1tr Att~it
IN THE
ORPI-IANS'COURT
OF WASHINGTON COUNTY
FORM USED FOR GUARDIAN-INCOMPETENTS
-OR TRUSTEES
No ~.9..7..of 196 ~.
ESTATE OF ANPR~.w s..Kl.R.C..HAK ..
Deceased•...................................................................................................................................
FOR :..
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-Company.Guardian
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Counsel for the accoWltant shall ~submit herewith the
followfu&?if pei'ti;nent:~.:u;-v -~"'-'~~(~«'L Will or trust instrl1ment-attested._
2.Inventory.~~:-:i5 r"':':
3.Signed electionsLof:,,.items to be taken in kind-
if distribution ae,c:;dilot.:-n;''''J
4.Stipulation or c;:eit}ficat:e:::bY mino'r!approving
account.;-(3 .'0
5.Praecipe for tho"5~represeht1d.
6.Brief-for any question of'law raised......
Paul P.Posa t:l
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.'Counsel for accountant.
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STATE OF PENNSYLVANIA,f
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COUNTY OF WASHINGTON,
Personally appeared before me the undersigned authority AdieW.Oft.Ttut.Officer•
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guardian of the estate of ~~~~!!...$~~~~L:'-~..~.~.P.!:~~;..
usn ,who being duly sworn,deposes and says that the following is a true and correct Inventory and Stat~
ment of the personal and real property which are of the estate of the above named minor
..~~£..:~;:::f".:.'.;.:::;:.~:~:~e,~:.gt:':'.)
/s/Russell Marino )· · · · · ·Ci~·~k..~'f..O;ph~~~;..·U;~~:t:·:
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Tntat orfice~
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Dollars,CentE
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9.000 00
being ~laftc:eof e.erow ac.c:otmt
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114 00
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2.29'1 81··~
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.$IZ.011 81
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No ~?.!..9.J.J9..~1;~~~.~:,~..
In Re Estate
of
ANDltS\VSKlRCHAK,".·.··,U ,U••••U .
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GUARDIAN'S
INVENTORY AND
STATEMENT
Fee $..~..~..Q.Q ..
Filed J.~.~~~.r.y.~.I :,19§.~.
GnltSNlJSE.1UC~.D£aalCO....··:&..POSA..·..· · · · ·..·..·A·tt~~~·~·;:·.
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.:.,MELLOW NATIONAL BABK AND TRUST COUPAl!
Washington Office 40 South Main street
Washington.Pennsylvania 15301 :
July 1.1968
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.our acco~t for you informatloa.If
,UJ:II..-t'S':&JI~let ue know.
Ouardian Eatate of Andrew5,t:Ii~~a
Deal'Mr.SUflra:
\as guardian in the Offi~e of
dQjf~Vania.This a.c.:ount hal been
,r ,Audit in th._Orphans'CQuJ1
l~~ulia..om~time during the
au rnay be pre••nt 01'repre.
I'of JUDe 20.orney Greenlee had -.ubmitted a nit of known claima ,
our eatate Watratlon and bad sUI••ated our *,dvaucement of fand.
at the p eut tim the amount of $5.783.8'.I am pleued to advi.e that "'"
our Com .approved our req~e.t andoa~voucher in thia amount Will I
be mailed to Attorney Greenlee within the nest few days.Obvioatly.that \
youcher will be drawn fram the pre.ent balance•.•tated in the accouati there·\\fore.the remainlnl balance,will be .ametbmg Ireater than $2.000.j
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Mr.&amuel C.SUfka
Executor Eata-to of Andrew Stircbak
c/o Greenlee.Richman,Derrico It P05a
Wa1hin,ton Trust ~ulldina
Waahington.Pemaylv&nia 15301
Very truly your.,
,,
AWO:jhm
Encloauro
cc:S.E.Murphy.Eaquire
MELLON NATIONAL BANK AND TRUST COMPANY
Washington Office 40 South Main Street
Washington.Penns~lvania 15301
July 1.19~8
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Guardian :Estate of Andrew S 'it
Dear Mr.Slifka:
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ntlm.;oed ~o'"':-.,.OU~ac~o~t £01,"your information.
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orney Gre~~l~~bad!~~"mitteda list of known c~aims\\
,,i'niatration a,.nd}lad'~lu.g$e~tedouradvaneernent of fumie.
at'thepent ti.",....A'>'I the amount of·$~.7i83~i8~.I am pleanged to advise fbat i'>'.
our Comm'"approved ()\1lt'te:~~estartP!,ur''Voucbe,r in this amo:unt ~ll \,:';\,
be maUedto Attorney Greenlee within the ne~£e:w days.Obvieusly"that'j \.
~ueht'r Will be drawn fl".Qm t~p~eseDt ~l$~¢:es stated in the account.there!-,f'\.
fore,the remaining ba1an~e,.willbe som~thi~i\gr'eaterthan $2.000.I ',',\\
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Mr.Samue,lC.5lifka
Executor ElJta,t~of Andre~Skif'chak
c/o Greenlee~'Richman,Oerrico &PQea
Was,hington Trust Building
·W~sbington.Pennsylvama 15301
Vi e have .today filed,Ollr First.and Fina
the Regider of \'i115 of W PerroiQY1'
assig,ned No.89'1 of 19'
aoom at the (;OUT·t Ho
week beginning AiQnda
sented by counsel at d
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Very j~u1:y'yours,
a)'td&-~~$ficer
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EIlc:1os\Ire
cc:S.E.Mupby,Esquire
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IN THE ORPHANS'COURT OF WASHINGTON COrNTY,.PENNSYLVANIA
%fl'7'-/~P'Y..
NO.295 of 1967 .
ESTATE OF ANDREW SKIRCHAK,INCOMPETENT
FIRST AND FINAL ACCOUNT OF
MELLON NATIONAL BANK AND TRUST COMPANY.
GUARDIAN
June 13,1968
SUM MAR Y
SCHEDULE "A"
PRINCIPAL-PERSONALTY
Receipts Page 2 $12,011 81
Disbursements Page 3 .
Amount transferred to Income-
Personalty for payments
SCHEDULE "B"
INCOME-PERSONALTY
$3,284.97
792.32
Balance
4 077 29
$7,934 52
Receipts Page 4
Amount transferred from
Principal-Personalty
Disb".1rsements Page 4
-$200.72
7Q2.32
Balance
$993 04
993 04
000 00
HKR:aat
NET'BALANCE
,Balance consists of the following:
PRINCIPAL-PERSONALTY
Deposited at Interest in Mellon Bank
Cash
$7,934 52
$7,700 00
234 52
$7,934 52
SCHEDULE "A"
PRINCIPAL-PERSONALTY
Receipts
1968
Jan.2 Inventory filed
1967 Conversion of Assets Without Gain or Loss
Dec.14 Payment in full of mortgage of
Willa M.Dunn $9,000.00
1 Carrying value 9,000.00I:
1968
Apr.11 Proceeds withdrawal of $300.l)eposited
at Interest in Mellon Bank $300.00
Carrying value 300.00
June 6 Withdrawal of $1,000.Deposited at
Interest in Mellon Bank $1,000.00
Carrying value 1 000.00
1967 Temporary Deposits
Nov.16 $2,000.Deposited at Interest in Mellon Bank
.Dec.27 $6,000.Deposited at Interest in Me llon Bank
1968
Jan.12 $1,000.Deposited at Interest in Mellon Bank
Cash expended in temporary deposits
.......-~....
- 2 -
$000 00
000 00
000 00 000 00
$2,000 00
6,000 00
1 000 00
$9,000 00
9 000 00 000 00
$12,011 81
1967
Dec.
1968
Jan.
18
18
4
SCHEDULE "A"
PRINCIPAL-PERSONALTY
Disbursements
Administrative Expenses
William C.Porter,Attorney for
Willard H.Bryant:Payment of Judgment
entered at No.233 July Term 1965 per
Order of Court dated 12/14/67
Prothonotary's Office:
Washington County costs re hearing in judgment
Clerk of Orphans'Court of Washington CountY,Pa.
Filing inventory
$2,000 00
27 50
3 00
June 13
13
Greenlee,Richman,Derrico and Posa:
10/30/67 Legal fees re
Petition for appointment
12/18/67 Legal services per Court
Order dated 12/15/67
12/18/67 Reimbursement of Filing Costs
12/28/67 Legal fees re Petition for
Allowance
4/2/68 Reimbursement for cost of
Certified Copy of Order
4/2/68 Legal fees re petition
6/13/68 Balance due on termination
Mellon National Bank and Trust Company:
Compensation as Guardian
Amount transferred to Income-Personalty
for payments
- 3 -
$230.00
100.00
2.00
38.50
3.50
35.00
365.00 7'74 00
480 47
$3,284 ·97
792 32
$4,077 29
SCHEDULE "B"
INCOME-PERSONALTY
Receipts
Interest-Mortgage
Mortgage of Willa M.Dunn
$9~000.10/7/67 to 12/7/67'
Interest-Temporary Deposits
Deposited at Interest in Mellon Bank
Interest from '11/16/67 to 6/6/68
Amount transferred from Principal-Personalty
for payments
Disbursements
,.
$9150
109 22
$200 72
792 32
$993 04
1968 Administrative Expenses
June 13 Mellon National Bank and Trust Company:
Compensation as Guardian $12 04
Distribution
Payments for benefit of Ward per Order of Court
dated 12/22/67 and 3/28/68:
1968
May 1 Mrs.Tessie Skirchak (wife):
Payments for living expenses from
December 1967 through May 1967 $600 00
2 Torrance State Hospital:
Maintenance and care for January and
February 1968 $426.00
Less Social Security benefits for
January and February 1968.45.00 381 00 981 00
$993 04
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COMMONWEALTH OF PENNSYLVANIA )
COUNTY OF WASHINGTON
SS
)
ARLIE W.OTT,Trust Officer of·theMELLON
NATIONAL BANK AND TRUST ,COMPANY,the above named Accountant,being duly
sworn according to law deposes and says that the disbursements shown in
Itheaccounthavebeenmadetothepar'::ies entitled thereto;and that the
account as stated is true and correct as he verily believes.
rust Officer
Sworn to and subscribed
before me this /-ot'day'
of,,~~"""~"I!_--A.D.1968
.~Jn.'-I~~'
)'Notary PubUc VAN KIRK.Notary PUb~~.
,'SARA M.hi'ngton County.Washington,Was.'sion Expires 'My Comli11S 1970Octobel14.
REQUEST FOR DI~TRIBUTION '
Accountant requests that distribution be determdned
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,
Fee -
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E·STATE OF
ANDREW SKIRCHAK,INCOMPETENT
GUARDIAN
COUNTY,'yENNSY1.VANI Aer-r9'7-/9~q
NO.7.95 of 1967
FIRST AND FINAL ACCOUNT OF
IN THE ORPHANS'COURT OF ,WASHINGTON
'1no now,ro w'tlJ,!...~.._.;l..-:;...,........---..
""~tn8 with'"IlCCOU.lfl drp.8elfreo to rife cr;.,,,.
lor oonfirmat.lOn.t.,-3 -t.~~:..~/~tL.
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MELLON NATIONAL BANK AND TRUST COMPANY
BALANCE DUE -$7,934.52
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GREENLEE,RICHMAN,DERRICO AND POSA
Attorneys-at-law
Washington,Pennsylvania
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In the matter of the Audit of Account in '.
..InC-Om jrJt-friJ
Estate of ANDREW SKIRCHAK,deeeas eel
TO THE AUDITING JUDGE:
No.897,----'0=..;£=---__----.,..._"19~,A.A.
Enter ....:o....:u::.;r::.:.appearance for Mellon National Bank anrl Trust Company
DERRICO &POSA
10/1.day of September,
N.B.-Counselshall,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 stat~d in a separate pl'..per.
Council suggesting proper distribution shall file a sepante concise s:ate-
ment in that regard.
19~
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Noo_897,of ,19_68 ,A.A.
In re Audit of Account in Estate of
ANDREW SKIRCHAK,deceased
AUDIT
o'rarripr fnr 0 Appraraurr
FOR
-MELLQ.N---.NA..TIONAL BANK AND_TRUST
COMPANY
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lOGREENLEE,RICHMAN,DERRICO &POSA
o Attorney
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:1Ju t~t (@rp~nn!i'(t!aurt af lIu!l~ingtan <naunty
/
In the matter of the..Fir.s.t...and..Fi nB.l .
Account of.J1~J...lg.n..Ji~tJ9IU~l.~D.k..~.J'rus t.
...............C.o G.u,a;r.c:l.ia..n..
ESTATE OF
Andrew Skirchak,
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No.§.9.I Of 19.....9.§...,~
ADJUDICATION AND DECREE
And now ,~.~?.~~~~~.~I/..,19~.~.:.,this matter came on for hearing,
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
$1.,.9.81.•.62 _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 with the
schedule ()f distribution hereto attached and made a part hereof,unless exceiJtions hereto be filed
sec.reg.or an appeal be taken herefrom sec.leg.
Ba lance Iye'r'account..o ,:..
Additional debit asked at audit
Additional credit asked at audit
Balance _.
7
,
Deduct Clerk's Costs &Receipts _ .
Attorney G.r.e.e.n~ee.,.Riehman..D.e.~r.ic.o &"..P.Qsa .
Samuel C.Slifka,Executor of the estate of
Andrew Skirchak,deceased,balance,credit to
be taken by the accountant for funds advanced
prior to distribution by the Court,per receipt
filed,
21.00
7966.62
No balance
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IN THE MATTER OF THE;ESTATE OF IN .THE ORPHANS'COURT IN AND FOR WASHINGTON COUNTY,PENNA.
Andrew Skirchak,an inco~nt
:xiX .
No,~8.L9..!....7~o~f~19L..:.6>!-,8~_
I,Samuel C.Slifka,Executor of the estate of
KNOW ALL MEN BY THESE PRESENTS,THAT Andrew Skirchak.deceased,
GuardianDOHEREBYACKNOWLEDGETOHAVERECEIVEDFROMMELLONNATIONALBANKANDTRUSTCOMPANY _
Andrew Skirchak,an'incompetentOFTHEESTATEOF---::::...=-...:.-_.:--....::---:JQllU'l"oa~THE SUM OF
Seven Thousand Nine Hundred Sixty-Six and 62/100-----------($7,966.62------I DOLLARS
IN FULL OF THE AMOUNT AWARDED ME UNDER THE DECREE OF THE ORPHANS'COURT OF WASHINGTON COUNTY,PENNSYLVANIA MADE
AT No._-'8~9!-7~o~f___'1=_9!....:6=_8::...__
~SEAL)
the estat ~Samuel C.Slifka,
Andrew Skirchak,
$2,114.63
68.10
5,783.89
66.62
Principal cash
Income Cash
Advancement
WITNESS MY HAND AND SEAL THIS.__-'I_·~7!--__DAY OF---:r=----J=------_19D
WITNESS'_
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NO.897 of 1968
ORPf-IANS'COURT
-'
ESTATE OF
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Andrew Skirehak.an inc~pet~*
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DOCKET ---,PAGE -
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'7I-RECEIPTq,--v'c))c..?~1~~~.'1 --...!:';...;-FROM >
-Vl-VI'r-n_
Samuel C;'5Slifka._Ex~cJ1~or of.-=",-'.the e8tate-=~JAnarew S'ki-rchak.r-o 0-'~deceased(/),,-....
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Mellon National B.ank and Trust,..
Comoanv.Guardian
FILED -/19__7
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IN THE ORPHANS'COURT OF WASHINGTON COUNTY,PENNA.
RE:ESTATE OF
ANDREW SKIRCHAK,
An Incompetent
,(No.295 of 1967,O.C.
RECEIPT FOR ADVANCEMENT
I,SAMUEL C.SLIFKA.,EXECUTOR ESTATE OF ANDREW SKIRCHAK,
DECEASED,do hereby acknowledge to have received from Mellon National Bank
and Trust Company,Guardian of the Estate of Andrew Skirchak,the sum of FIVE
THOUSAND SEVEN HUNDRED EIGHTY-THREE AND~&;~/lOO ($5,783.89)DOLLARS,
as an advancement for payment of claims in the amount of $5,739.89 and costs ad-
vanced in the amount of $44.00,and request Your'Honorable Court to charge the same
against me in the Decree of,Distribution to be entered in the above titled Estate.
In consideration of this advancement being made at this time,I agree to return
all or any part thereof should it later appear that f or any reason said advancement
.should not have been made.
DATED this ;t';t'~yof (14 '1968.-----:O(/~rlT-----
WITNESS:
~~~